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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
4601
Martin Investment Management
Florida
$740K +$21.7K +100 +3%
TIM
4602
Tortoise Investment Management
New York
$739K -$265K -1,221 -24%
HIA
4603
HTG Investment Advisors
Connecticut
$739K -$27.3K -126 -3%
WCM
4604
Windsor Capital Management
Arizona
$738K +$121K +557 +17%
HOWA
4605
Heritage Oak Wealth Advisors
Florida
$738K +$250K +1,150 +42%
PP
4606
PrairieView Partners
Minnesota
$738K +$434 +2 +0.1%
CFGSD
4607
Compass Financial Group (South Dakota)
South Dakota
$738K +$56K +258 +7%
SEM
4608
Suncoast Equity Management
Florida
$738K +$73.6K +339 +10%
MWM
4609
Meritas Wealth Management
California
$737K
VAMG
4610
Voisard Asset Management Group
Michigan
$735K +$55.1K +254 +7%
IPW
4611
Intergy Private Wealth
Colorado
$735K +$212K +979 +34%
AFGAS
4612
Allegiance Financial Group Advisory Services
Virginia
$733K -$178K -818 -18%
WN
4613
Williams & Novak
California
$732K +$155K +714 +23%
FSWA
4614
Financial Synergies Wealth Advisors
Texas
$731K +$81.4K +375 +11%
CC
4615
Capital Counsel
New York
$731K +$46.9K +216 +6%
MTIM
4616
Marathon Trading Investment Management
Pennsylvania
$731K -$10.6M -48,852 -93%
AFM
4617
Anson Funds Management
Texas
$730K +$186K +856 +29%
FIBT
4618
First International Bank & Trust
North Dakota
$729K -$364K -1,678 -30%
XPN
4619
XY Planning Network
Montana
$727K -$114K -525 -12%
W
4620
WorthPointe
California
$727K +$5.86K +27 +0.7%
SCA
4621
Scott Capital Advisors
Oregon
$726K -$21.7K -100 -3%
SHWM
4622
Smith & Howard Wealth Management
Georgia
$726K
CP
4623
Capital Planning
Washington
$725K -$19.7K -91 -2%
CKAIS
4624
Christensen King & Associates Investment Services
Washington
$724K -$11.9K -55 -2%
KA
4625
KDT Advisors
New York
$722K -$181K -835 -18%