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Name Holding Trade Value Shares
Change
Change in
Stake
DA
3001
Drake & Associates
Wisconsin
$440K -$71K -466 -14%
AWA
3002
AGH Wealth Advisors
Kansas
$440K -$80.4K -528 -15%
HA
3003
Huntleigh Advisors
Missouri
$440K -$2.15M -14,135 -83%
CFG
3004
Compton Financial Group
Maryland
$440K – – –
SAM
3005
Sompo Asset Management
Japan
$440K +$39.6K +260 +10%
GPWM
3006
Grant Private Wealth Management
California
$439K +$53.2K +349 +14%
APWA
3007
Atlas Private Wealth Advisors
New Jersey
$439K -$147K -968 -25%
BWM
3008
Bosman Wealth Management
California
$438K – – –
RIA
3009
Realta Investment Advisors
Delaware
$438K -$44.3K -291 -9%
WDL
3010
Well Done LLC
Michigan
$438K -$7.77K -51 -2%
KOC
3011
Koss-Olinger Consulting
Florida
$438K -$1.37K -9 -0.3%
BHFP
3012
Blom & Howell Financial Planning
California
$438K +$437K +2,872 New
WBCM
3013
Wilson & Boucher Capital Management
California
$437K +$152 +1 +0%
VH
3014
Visionary Horizons
Tennessee
$436K -$18.4K -121 -4%
FM
3015
Family Management
New York
$436K +$61.1K +401 +16%
DWML
3016
Decker Wealth Management LLC
Tennessee
$435K +$435K +2,857 New
SFG
3017
Strive Financial Group
Indiana
$435K +$435K +2,853 New
DLCIG
3018
D.L. Carlson Investment Group
New Hampshire
$435K -$1.98K -13 -0.5%
VFM
3019
Vision Financial Markets
Connecticut
$434K +$305 +2 +0.1%
SA
3020
Sylvest Advisors
Texas
$434K +$1.83K +12 +0.4%
CA
3021
COFG Advisors
Illinois
$434K +$434K +2,847 New
CDWM
3022
Campbell Deegan Wealth Management
Virginia
$434K -$457 -3 -0.1%
MHWM
3023
Montz Harcus Wealth Management
Louisiana
$432K +$6.09K +40 +1%
QVR
3024
QVR
California
$432K +$432K +2,837 New
GAB
3025
German American Bancorp
Indiana
$432K -$7.46K -49 -2%