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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1851
Tortuga Wealth Management
California
$304K +$23K +101 +7%
WJA
1852
Willis Johnson & Associates
Texas
$304K -$69.7K -306 -17%
AIA
1853
AIMZ Investment Advisors
California
$304K – – –
UWM
1854
Urban Wealth Management
California
$303K +$347K +1,524 New
BWCS
1855
Beirne Wealth Consulting Services
Connecticut
$303K +$1.14K +5 +0.3%
EG
1856
Ellerson Group
Maryland
$303K +$26.9K +118 +8%
LFS
1857
Littlejohn Financial Services
Oregon
$303K +$39.6K +174 +13%
OF
1858
Optimize Financial
California
$303K +$346K +1,520 New
SAM
1859
Sagewood Asset Management
New York
$302K +$346K +1,518 New
DIP
1860
DT Investment Partners
Pennsylvania
$302K +$76.3K +335 +28%
LHP
1861
Lexington Hill Partners
Texas
$302K +$20.7K +91 +6%
FI
1862
Financial Insights
Washington
$301K +$10K +44 +3%
AG
1863
AmeriFlex Group
Nevada
$300K +$911 +4 +0.3%
F.L. Putnam Investment Management
1864
F.L. Putnam Investment Management
Massachusetts
$300K -$108K -475 -24%
SWA
1865
Strata Wealth Advisors
Texas
$299K -$1.82K -8 -0.5%
LCM
1866
Legato Capital Management
California
$299K -$227K -998 -40%
RCM
1867
RB Capital Management
Nevada
$299K -$7.97K -35 -2%
CAAS
1868
Capital Asset Advisory Services
Michigan
$299K -$57.8K -254 -16%
ATFA
1869
All Terrain Financial Advisors
Minnesota
$299K – – –
BFC
1870
Bedel Financial Consulting
Indiana
$297K -$23.2K -102 -6%
TIA
1871
Traphagen Investment Advisors
New Jersey
$297K -$19.1K -84 -5%
HB
1872
Horizon Bancorp
Indiana
$297K +$10.2K +45 +3%
AP
1873
Anchyra Partners
Georgia
$297K +$18.7K +82 +6%
I
1874
InceptionR
California
$295K +$338K +1,483 New
PGAM
1875
Princeton Global Asset Management
New Jersey
$295K +$54.9K +241 +19%