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Name Holding Trade Value Shares
Change
Change in
Stake
DHJJ Financial Advisors
5151
DHJJ Financial Advisors
Illinois
$853K +$16.3K +65 +2%
MJPCFAI
5152
Michael J. Porro & Co. Financial Advisors, Inc.
New Jersey
$853K +$2.51K +10 +0.3%
Cypress Capital Management (Wyoming)
5153
Cypress Capital Management (Wyoming)
Wyoming
$853K +$39.9K +159 +5%
Ridgeline Wealth Planning
5154
Ridgeline Wealth Planning
Ohio
$852K +$42.7K +170 +5%
Sentinel Pension Advisors
5155
Sentinel Pension Advisors
Massachusetts
$851K +$73.5K +293 +9%
Orgel Wealth Management
5156
Orgel Wealth Management
Wisconsin
$849K +$54.7K +218 +7%
OLIO Financial Planning
5157
OLIO Financial Planning
Virginia
$848K +$5.77K +23 +0.7%
DI
5158
DDFG Inc
California
$847K – – –
Lane Brothers & Co
5159
Lane Brothers & Co
Arizona
$847K -$6.28K -25 -0.7%
Tucker Asset Management
5160
Tucker Asset Management
Colorado
$846K -$38.7K -154 -4%
Chatterton & Associates
5161
Chatterton & Associates
California
$845K +$68.5K +273 +9%
Cranbrook Wealth Management
5162
Cranbrook Wealth Management
Michigan
$844K -$113K -450 -11%
RPGNY
5163
Retirement Planning Group (New York)
New York
$844K +$2.51K +10 +0.3%
HRC Wealth Management
5164
HRC Wealth Management
Idaho
$842K +$753 +3 +0.1%
WorthPointe
5165
WorthPointe
California
$842K +$7.03K +28 +0.8%
Dodds Wealth
5166
Dodds Wealth
Colorado
$839K +$45.2K +180 +5%
Wexford Capital
5167
Wexford Capital
Florida
$834K +$200K +796 +29%
Trillium Asset Management
5168
Trillium Asset Management
Massachusetts
$833K -$36.9K -147 -4%
Markin Asset Management
5169
Markin Asset Management
New York
$832K -$25.4K -101 -3%
Verus Financial Partners
5170
Verus Financial Partners
Virginia
$831K +$7.03K +28 +0.8%
RM Financial Services
5171
RM Financial Services
Maine
$829K – – –
Payne Capital Management
5172
Payne Capital Management
New York
$829K -$154K -612 -15%
White Wing Wealth Management
5173
White Wing Wealth Management
Texas
$828K +$8.78K +35 +1%
FSA Investment Group
5174
FSA Investment Group
Florida
$828K +$272K +1,084 +45%
Independent Family Office
5175
Independent Family Office
New York
$828K – – –