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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1926
Encompass Wealth Advisors
Oregon
$268K -$528 -3 -0.2%
BIA
1927
Bigelow Investment Advisors
Maine
$267K +$2.29K +13 +0.8%
DIM
1928
DLK Investment Management
California
$267K -$87.4K -497 -32%
AIA
1929
AssuredPartners Investment Advisors
Florida
$266K +$55.9K +318 +23%
CA
1930
CV Advisors
Florida
$266K +$299K +1,700 New
PCM
1931
Park Capital Management
Wisconsin
$266K +$299K +1,700 New
RF
1932
RHS Financial
California
$266K +$299K +1,700 New
RIS
1933
Retirement Income Solutions
Michigan
$266K
GP
1934
GLR Partners
Maryland
$265K +$84.8K +482 +40%
OWA
1935
Octavia Wealth Advisors
Ohio
$264K -$321K -1,823 -52%
CA
1936
Capital Advantage
California
$264K -$6.86K -39 -2%
MCC
1937
Money Concepts Capital
Florida
$263K +$296K +1,682 New
SIAG
1938
Safeguard Investment Advisory Group
California
$263K +$40.3K +229 +16%
AA
1939
Auxano Advisors
Washington
$263K -$4.92K -28 -2%
SFG
1940
Southern Financial Group
Alabama
$262K -$26K -148 -8%
GD
1941
Grandfield & Dodd
New York
$261K -$528 -3 -0.2%
FSBI
1942
Fearless Solutions (Best Invest)
Texas
$261K -$23.6K -134 -7%
QFW
1943
QTR Family Wealth
Florida
$261K -$879 -5 -0.3%
LWM
1944
Langley Wealth Management
Mississippi
$260K +$292K +1,661 New
MHC
1945
May Hill Capital
Massachusetts
$260K -$146K -833 -33%
HB
1946
Horizon Bancorp
Indiana
$260K -$4.22K -24 -1%
NPA
1947
Nichols & Pratt Advisers
Massachusetts
$260K -$121K -690 -29%
CG
1948
Cynosure Group
Utah
$259K +$291K +1,656 New
KC
1949
Karras Company
Utah
$259K -$396K -2,252 -58%
DWM
1950
Daner Wealth Management
Georgia
$257K +$1.76K +10 +0.8%