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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2701
Fonville Wealth Management
Virginia
$249K +$6.57K +135 +3%
MFG
2702
Mosaic Financial Group
Illinois
$249K -$48.1K -988 -17%
SRL
2703
Scientech Research LLC
New Jersey
$249K +$227K +4,673 New
CAM
2704
Concorde Asset Management
Michigan
$247K +$4.57K +94 +2%
CF
2705
Convergence Financial
Missouri
$247K -$86.8K -1,784 -28%
CAWM
2706
Capital Advisors Wealth Management
Washington
$247K -$22.3K -458 -9%
LWM
2707
Lakeridge Wealth Management
Ohio
$246K -$730 -15 -0.3%
WQ
2708
Wealth Quarterback
New Jersey
$246K -$8.32K -171 -4%
SRCM
2709
Signature Resources Capital Management
California
$246K
PWM
2710
Proathlete Wealth Management
Florida
$245K -$632 -13 -0.3%
HS
2711
Horan Securities
United States
$245K +$243 +5 +0.1%
LFG
2712
Lazard Frères Gestion
France
$245K
SIA
2713
SGL Investment Advisors
Montana
$244K +$205K +4,220 New
CF
2714
Clarity Financial
Texas
$244K -$252K -5,182 -53%
SIGI
2715
Susquehanna International Group (Ireland)
Ireland
$244K +$223K +4,588 New
DA
2716
Detalus Advisors
Missouri
$244K
CPC
2717
Congress Park Capital
New York
$243K
CFA
2718
Cahill Financial Advisors
Minnesota
$243K +$222K +4,571 New
BCMLT
2719
Beacon Capital Management LLC (Tennessee)
Tennessee
$243K +$12.7K +262 +6%
VFPW
2720
Vantage Financial Partners (Wisconsin)
Wisconsin
$243K +$222K +4,565 New
GLLW
2721
Graves Light Lenhart Wealth
Virginia
$242K -$4.86K -100 -2%
IPW
2722
Intergy Private Wealth
Colorado
$242K +$5.3K +109 +2%
EC
2723
EdgeRock Capital
Colorado
$241K +$11K +226 +5%
TNA
2724
True North Advisors
Texas
$240K +$220K +4,517 New
ECML
2725
Eagle Capital Management (Louisiana)
Louisiana
$240K