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Name Holding Trade Value Shares
Change
Change in
Stake
Stewardship Concepts Financial Services
6051
Stewardship Concepts Financial Services
Washington
$224K +$236K +939 New
ATX Financial Planning
6052
ATX Financial Planning
Texas
$223K +$235K +937 New
GRQ
6053
Gardner Russo & Quinn
Pennsylvania
$223K -$26.1K -104 -10%
Vistica Wealth Advisors
6054
Vistica Wealth Advisors
California
$221K +$233K +928 New
Arnold Financial Planning
6055
Arnold Financial Planning
Iowa
$220K +$232K +924 New
IA
6056
IF Advisors
Texas
$220K +$232K +924 New
Optimus Capital Advisors
6057
Optimus Capital Advisors
Texas
$220K +$231K +921 New
Sentinel Advisory Group
6058
Sentinel Advisory Group
Wisconsin
$219K +$231K +920 New
Kendall Capital Management
6059
Kendall Capital Management
Maryland
$218K +$230K +916 New
GoalFusion Wealth Management
6060
GoalFusion Wealth Management
Texas
$217K +$228K +910 New
Cornerstone Wealth Advisors
6061
Cornerstone Wealth Advisors
Minnesota
$216K +$227K +906 New
Freedom Investment Management
6062
Freedom Investment Management
Connecticut
$215K +$227K +904 New
Brown Capital Management
6063
Brown Capital Management
Maryland
$215K +$227K +903 New
Axim Planning & Wealth
6064
Axim Planning & Wealth
Ohio
$215K -$17.3K -69 -7%
Retireful LLC
6065
Retireful LLC
Michigan
$215K +$226K +900 New
Family CFO
6066
Family CFO
California
$214K +$226K +899 New
Rebalance
6067
Rebalance
California
$214K -$25.9K -103 -10%
FSA
6068
Financial Services Advisory
Maryland
$213K +$225K +895 New
PC
6069
Payne Capital
Oregon
$212K +$223K +890 New
Bayshore Capital Advisors
6070
Bayshore Capital Advisors
Florida
$209K +$220K +878 New
Provident Wealth Management
6071
Provident Wealth Management
Tennessee
$209K +$220K +878 New
Holland Advisory Services
6072
Holland Advisory Services
Florida
$209K +$220K +876 New
Sims Investment Management
6073
Sims Investment Management
Ohio
$207K +$218K +869 New
Whipplewood Advisors
6074
Whipplewood Advisors
Colorado
$207K -$886K -3,528 -80%
McGinn Penninger Investment Management
6075
McGinn Penninger Investment Management
Virginia
$207K +$218K +867 New