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Name Holding Trade Value Shares
Change
Change in
Stake
Highland Investment Advisors
5701
Highland Investment Advisors
Florida
$403K +$424K +1,689 New
Schwallier Wealth Management
5702
Schwallier Wealth Management
Michigan
$401K -$12.8K -51 -3%
IMG Wealth Management
5703
IMG Wealth Management
Florida
$401K +$113K +451 +37%
Birch Capital Management
5704
Birch Capital Management
Texas
$400K – – –
Virginia Estate & Retirement Planning Advisors
5705
Virginia Estate & Retirement Planning Advisors
Virginia
$399K +$104K +413 +11%
Vawter Financial
5706
Vawter Financial
Ohio
$398K -$10.3K -41 -2%
TABR Capital Management
5707
TABR Capital Management
California
$398K -$251 -1 -0.1%
Good Steward Wealth Advisors
5708
Good Steward Wealth Advisors
Tennessee
$398K -$8.28K -33 -2%
Toews Corporation
5709
Toews Corporation
New Jersey
$398K +$419K +1,668 New
Note Advisors
5710
Note Advisors
New York
$396K -$76.3K -304 -15%
SC
5711
Schiavi & Co
Delaware
$394K -$339K -1,350 -45%
Hubbell Strickland Wealth Management
5712
Hubbell Strickland Wealth Management
Louisiana
$394K – – –
JMAC Enterprises
5713
JMAC Enterprises
Pennsylvania
$394K – – –
Bedminster
5714
Bedminster
South Carolina
$393K +$4.02K +16 +1%
BCM Advisors
5715
BCM Advisors
Louisiana
$393K +$65.5K +261 +18%
Sound Financial Strategies Group
5716
Sound Financial Strategies Group
Mississippi
$392K – – –
Long Island Wealth Management
5717
Long Island Wealth Management
New York
$392K +$1.26K +5 +0.3%
LAMC
5718
Longview Asset Management (California)
California
$391K – – –
LifeGuide Financial Advisors
5719
LifeGuide Financial Advisors
Pennsylvania
$391K +$23.6K +94 +6%
Cadence Wealth Management
5720
Cadence Wealth Management
Massachusetts
$391K +$50.2K +200 +14%
Merrithew & Thorsten Inc
5721
Merrithew & Thorsten Inc
California
$390K – – –
Red Crane Wealth Management
5722
Red Crane Wealth Management
California
$389K -$7.78K -31 -2%
Mullooly Asset Management
5723
Mullooly Asset Management
New Jersey
$389K +$45.2K +180 +12%
Benchmark Financial
5724
Benchmark Financial
Delaware
$389K +$14.6K +58 +4%
BFI Infinity
5725
BFI Infinity
Switzerland
$388K – – –