Name Holding Trade Value Shares
Change
Change in
Stake
MIP
2626
Marietta Investment Partners
Wisconsin
$513K -$7.49K -101 -1%
AWA
2627
AGH Wealth Advisors
Kansas
$513K -$74K -997 -13%
WWMSC
2628
Wagner Wealth Management (South Carolina)
South Carolina
$513K +$179K +2,414 +57%
SA
2629
Strategic Advisors
New York
$513K +$371 +5 +0.1%
GRWP
2630
Green Ridge Wealth Planning
New Jersey
$512K +$494K +6,653 New
CIA
2631
Caerus Investment Advisors
Texas
$512K +$47.3K +637 +11%
AWMS
2632
Advocacy Wealth Management Services
Georgia
$512K +$5.71K +77 +1%
CMBA
2633
C.M. Bidwell & Associates
Hawaii
$512K -$6.75K -91 -1%
OAS
2634
Optivise Advisory Services
Tennessee
$511K +$158K +2,125 +47%
RWM
2635
Riverbend Wealth Management
South Carolina
$510K +$27.1K +365 +6%
WAM
2636
Weinberger Asset Management
California
$510K +$2.15K +29 +0.4%
OFA
2637
Oak Family Advisors
Illinois
$510K -$64K -863 -12%
WLIM
2638
White Lighthouse Investment Management
Massachusetts
$509K -$10.1K -136 -2%
MPIA
2639
Milestones Private Investment Advisors
New York
$508K – – –
APW
2640
Acima Private Wealth
Virginia
$508K – – –
DFS
2641
Demming Financial Services
Ohio
$507K +$488K +6,581 New
CAM
2642
Chesapeake Asset Management
New York
$506K +$13.7K +184 +3%
OWM
2643
Opes Wealth Management
California
$506K -$20.4K -275 -4%
SFP
2644
Sandbox Financial Partners
Maryland
$506K +$20.6K +278 +4%
CCA
2645
Cadent Capital Advisors
Oklahoma
$506K -$1.63K -22 -0.3%
PGIM Custom Harvest
2646
PGIM Custom Harvest
New Jersey
$505K +$64.9K +874 +15%
CTI
2647
Community Trust & Investment
Kentucky
$505K +$21.5K +290 +5%
LF
2648
LifeSteps Financial
California
$504K – – –
LBC
2649
Leigh Baldwin & Co
New York
$504K +$5.49K +74 +1%
IAS
2650
Integrity Advisory Solutions
Texas
$502K +$53.3K +718 +12%