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Name Holding Trade Value Shares
Change
Change in
Stake
DM
2976
Diker Management
New York
$340K
LAM
2977
Lewis Asset Management
California
$340K +$16.4K +109 +5%
SRL
2978
Scientech Research LLC
New Jersey
$340K +$325K +2,154 New
GWAG
2979
Garrett Wealth Advisory Group
Texas
$339K +$1.51K +10 +0.5%
MGWM
2980
Marks Group Wealth Management
Minnesota
$339K +$9.81K +65 +3%
RFA
2981
RTD Financial Advisors
Pennsylvania
$339K
TCBWMS
2982
Texas Capital Bank Wealth Management Services
Texas
$338K -$2.26K -15 -0.7%
FCA
2983
Fortis Capital Advisors
Kansas
$338K +$78K +517 +32%
ACM
2984
Advance Capital Management
Michigan
$337K -$83.9K -556 -21%
EDRIA
2985
Edmonds Duncan Registered Investment Advisors
Kansas
$336K -$4.53K -30 -1%
PIFP
2986
Partners in Financial Planning
Virginia
$335K
SCA
2987
Sandy Cove Advisors
Massachusetts
$335K -$17.4K -115 -5%
GSIAS
2988
Garden State Investment Advisory Services
New Jersey
$335K -$24.1K -160 -7%
RW
2989
Rede Wealth
Virginia
$334K +$151 +1 +0%
WCWM
2990
Wooster Corthell Wealth Management
Connecticut
$334K
KNFPWM
2991
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$333K +$318K +2,110 New
CFGSD
2992
Compass Financial Group (South Dakota)
South Dakota
$333K +$4.53K +30 +1%
LJAC
2993
L.J. Altfest & Co
New York
$332K +$453 +3 +0.1%
WAOI
2994
Wealth Advisors of Iowa
Iowa
$330K +$15.8K +105 +5%
FFA
2995
Fi3 Financial Advisors
Indiana
$330K +$65.6K +435 +27%
CBOR
2996
Community Bank of Raymore
Missouri
$329K
FP
2997
Financial Perspectives
Minnesota
$329K -$10.6K -70 -3%
CP
2998
Castleview Partners
Texas
$328K +$70.3K +466 +29%
WH
2999
Willner & Heller
California
$327K +$16K +106 +5%
TCB
3000
Texas Capital Bancshares
Texas
$327K +$16.9K +112 +6%