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Name Holding Trade Value Shares
Change
Change in
Stake
TF
5501
TME Financial
California
$423K -$22.2K -101 -5%
OM
5502
OV Management
Minnesota
$422K -$2.57M -11,667 -85%
EP
5503
Essential Planning
New Hampshire
$419K
GPWA
5504
Great Point Wealth Advisors
Massachusetts
$418K +$25.1K +114 +6%
KA
5505
KDT Advisors
New York
$418K -$397K -1,804 -47%
HWA
5506
HighRoad Wealth Advisors
Oregon
$417K +$15.9K +72 +4%
WF
5507
WealthPoint Financial
North Carolina
$417K +$5.72K +26 +1%
MAP
5508
Moody Aldrich Partners
Massachusetts
$417K -$193K -875 -30%
RFP
5509
Roth Financial Partners
Texas
$417K -$48.4K -220 -10%
FF
5510
Finley Financial
Nevada
$417K
SRIM
5511
Saratoga Research & Investment Management
California
$417K
VM
5512
VPR Management
Texas
$417K +$220K +1,000 +100%
TDC
5513
Thompson Davis & Co
Virginia
$416K -$1.36M -6,172 -76%
IPA
5514
Investment Planning Advisors
Georgia
$415K +$133K +603 +43%
LSL
5515
Legacy Solutions LLC
Pennsylvania
$415K -$51.3K -233 -10%
CBOR
5516
Community Bank of Raymore
Missouri
$414K -$286K -1,300 -40%
FIS
5517
Fundsmith Investment Services
Mauritius
$414K +$281K +1,274 +178%
SIA
5518
Sage Investment Advisers
New York
$413K +$61.6K +280 +17%
SPWM
5519
Schrum Private Wealth Management
Florida
$412K -$10.1K -46 -2%
CAAM
5520
Cornerstone Advisors Asset Management
Pennsylvania
$412K -$5.95K -27 -1%
FF
5521
Fortitude Financial
Washington
$410K +$124K +564 +40%
BDA
5522
Borer Denton & Associates
Pennsylvania
$410K +$143K +650 +49%
DPW
5523
DiNuzzo Private Wealth
Pennsylvania
$410K +$881 +4 +0.2%
KPP
5524
Kings Path Partners
Texas
$409K +$214K +970 +97%
BSTWA
5525
Blake Schutter Theil Wealth Advisors
Ohio
$409K