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Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
2176
Turtle Creek Wealth Advisors
Texas
$634K +$632K +10,269 New
DCA
2177
DSG Capital Advisors
Minnesota
$633K -$30.8K -500 -5%
TFF
2178
The Family Firm
Maryland
$631K +$985 +16 +0.2%
API
2179
Asset Planning Inc
California
$629K -$13.9K -226 -2%
MA
2180
MJP Associates
Connecticut
$628K -$38.1K -619 -6%
Maven Securities
2181
Maven Securities
Jersey
$627K +$197K +3,203 +46%
OHWA
2182
Oak Hill Wealth Advisors
Virginia
$625K -$5.66K -92 -0.9%
SAM
2183
Strive Asset Management
Ohio
$624K -$29.8K -484 -5%
HFS
2184
Howard Financial Services
Texas
$624K -$2.89K -47 -0.5%
BFC
2185
Blue Fin Capital
Rhode Island
$624K +$6.16K +100 +1%
NQWM
2186
Northwest Quadrant Wealth Management
Oregon
$621K -$44.8K -727 -7%
NAS
2187
NWF Advisory Services
California
$620K +$80.6K +1,309 +15%
MSA
2188
Marino Stram & Associates
Massachusetts
$619K -$26.6K -432 -4%
DTL
2189
Dynamic Technology Lab
Singapore
$618K +$616K +10,008 New
CCB
2190
Cutter & Co Brokerage
Missouri
$618K +$202K +3,280 +49%
Destination Wealth Management
2191
Destination Wealth Management
California
$617K +$99.6K +1,618 +19%
PRTG
2192
Post Resch Tallon Group
New York
$617K -$8.56K -139 -1%
AIC
2193
Argus Investors Counsel
New York
$616K -$283K -4,600 -32%
GCM
2194
Gladius Capital Management
Illinois
$616K -$816K -13,247 -57%
KFS
2195
Keynote Financial Services
Connecticut
$616K -$4.43K -72 -0.7%
RWMG
2196
Redwood Wealth Management Group
New Jersey
$615K -$15.7K -255 -2%
HFAS
2197
Hummer Financial Advisory Services
Illinois
$614K +$1.85K +30 +0.3%
1WA
2198
180 Wealth Advisors
Washington
$614K +$47.8K +776 +8%
FWM
2199
Focused Wealth Management
New York
$614K -$37.1K -602 -6%
PIM
2200
Profit Investment Management
Maryland
$614K – – –