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Name Holding Trade Value Shares
Change
Change in
Stake
OFC
2576
Oakland Financial Corp
$623K +$658K +4,300 New
CSPIA
2577
Cary Street Partners Investment Advisory
Virginia
$623K -$9.25M -60,409 -93%
SFC
2578
Sprinkle Financial Consultants
Colorado
$622K -$64.4K -421 -9%
HFRG
2579
Houlihan Financial Resource Group
Virginia
$622K +$1.99K +13 +0.3%
BTWM
2580
Baker Tilly Wealth Management
Wisconsin
$621K -$40.9K -267 -6%
WRPWM
2581
Werba Rubin Papier Wealth Management
California
$621K +$22.8K +149 +4%
KPWM
2582
KDK Private Wealth Management
Texas
$621K +$656K +4,288 New
EIP
2583
Ellis Investment Partners
Pennsylvania
$620K -$44.5K -291 -6%
PWA
2584
Prairie Wealth Advisors
Nebraska
$620K -$65.8K -430 -9%
LCG
2585
Lakeshore Capital Group
Illinois
$615K +$650K +4,249 New
HFAS
2586
Hummer Financial Advisory Services
Illinois
$613K -$30.6K -200 -5%
RCI
2587
RS Crum Inc
California
$613K +$263K +1,721 +69%
JLBC
2588
J.L. Bainbridge & Co
Florida
$612K +$4.59K +30 +0.7%
FAG
2589
Fortitude Advisory Group
Washington
$611K -$39.8K -260 -6%
iA Global Asset Management
2590
iA Global Asset Management
Quebec, Canada
$610K -$974K -6,361 -60%
FI
2591
Fractal Investments
Connecticut
$608K – – –
WKSWA
2592
White Knight Strategic Wealth Advisors
New Jersey
$608K +$643K +4,200 New
JB Capital
2593
JB Capital
Connecticut
$606K -$40.3K -263 -6%
AFO
2594
Arrowroot Family Office
California
$605K -$1.84K -12 -0.3%
AWM
2595
Aberdeen Wealth Management
Illinois
$605K -$9.95K -65 -2%
HS
2596
Horan Securities
United States
$602K -$23.1K -151 -4%
OF
2597
Outfitter Financial
Maine
$601K – – –
FHC
2598
First Heartland Consultants
Missouri
$599K +$51.7K +338 +9%
SCM
2599
Saxony Capital Management
Missouri
$599K +$15.5K +101 +3%
FCM
2600
Fire Capital Management
California
$598K +$632K +4,126 New