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Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
3076
Summit Financial Wealth Advisors
Louisiana
$355K – – –
MUAMU
3077
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$355K -$260K -300 -43%
DWM
3078
Denver Wealth Management
Colorado
$355K – – –
LIS
3079
Legacy Investment Solutions
Idaho
$355K +$330K +380 New
LWMI
3080
Legacy Wealth Management (Idaho)
Idaho
$355K +$330K +380 New
PWP
3081
Precedent Wealth Partners
Texas
$355K -$16.5K -19 -5%
SWM
3082
Seed Wealth Management
Illinois
$355K -$94.6K -109 -21%
HCM
3083
Hudson Capital Management
New Jersey
$355K – – –
WAS
3084
Wealth Advisory Solutions
Indiana
$355K +$39.1K +45 +13%
EIA
3085
Eldridge Investment Advisors
New Hampshire
$354K – – –
TAM
3086
Titleist Asset Management
Texas
$353K -$34.7K -40 -9%
SFS
3087
Security Financial Services
Indiana
$353K -$21.7K -25 -6%
TWP
3088
Tower Wealth Partners
Pennsylvania
$353K +$17.4K +20 +5%
HF
3089
Halpern Financial
Virginia
$352K – – –
THL
3090
Tillman Hartley LLC
Colorado
$352K – – –
KA
3091
Kure Advisory
Minnesota
$350K +$868 +1 +0.3%
JSAM
3092
J. Safra Asset Management
New York
$350K – – –
CCT
3093
Capital City Trust
Florida
$349K +$13.9K +16 +4%
RIM
3094
Rockbridge Investment Management
New York
$349K – – –
MWA
3095
Motive Wealth Advisors
Michigan
$348K – – –
LCC
3096
Lincoln Capital Corp
Rhode Island
$348K -$52.9K -61 -13%
Schonfeld Strategic Advisors
3097
Schonfeld Strategic Advisors
New York
$348K -$792K -913 -70%
AIM
3098
Aspen Investment Management
Michigan
$348K – – –
SR
3099
Syntax Research
Florida
$348K – – –
SCM
3100
Stonehearth Capital Management
Massachusetts
$347K -$14.8K -17 -4%