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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
2701
Bernardo Wealth Planning
Pennsylvania
$221K -$4.24K -36 -2%
IFPL
2702
Investments & Financial Planning LLC
Kentucky
$221K +$589 +5 +0.3%
CM
2703
Capula Management
Cayman Islands
$221K +$227K +1,930 New
RP
2704
Rice Partnership
Hawaii
$221K
MWM
2705
Maltin Wealth Management
New Jersey
$221K +$2.94K +25 +1%
UIM
2706
Unified Investment Management
Georgia
$220K
Harris Associates
2707
Harris Associates
Illinois
$220K +$36.5K +310 +19%
HW
2708
Hamilton Wealth
California
$220K +$226K +1,923 New
HWMG
2709
Hurlow Wealth Management Group
Indiana
$220K +$118 +1 +0.1%
FA
2710
FF Advisors
California
$219K +$2K +17 +0.9%
CIAS
2711
CFS Investment Advisory Services
New Jersey
$219K -$2.47K -21 -1%
HP
2712
Holistic Planning
Texas
$219K -$31.8K -270 -12%
NLP
2713
Next Level Private
New York
$219K +$6.24K +53 +3%
SAM
2714
Summit Asset Management
Tennessee
$219K +$118 +1 +0.1%
SNWA
2715
Siligmueller & Norvid Wealth Advisors
Illinois
$218K +$225K +1,908 New
SFB
2716
STAR Financial Bank
Indiana
$218K +$225K +1,907 New
HWM
2717
Hobbs Wealth Management
Indiana
$218K +$22K +187 +11%
ISWM
2718
Independent Solutions Wealth Management
New York
$218K -$23.6K -200 -10%
SFG
2719
Sather Financial Group
Texas
$217K +$19.8K +168 +10%
GTAM
2720
Global Trust Asset Management
Florida
$217K -$7.42K -63 -3%
FNBOMD
2721
First National Bank of Mount Dora
Florida
$216K +$24.7K +210 +13%
MSFP
2722
Mark Sheptoff Financial Planning
Connecticut
$215K
CB
2723
CNB Bank
Pennsylvania
$215K -$4.71K -40 -2%
PIMG
2724
Patriot Investment Management Group
Tennessee
$215K
GAMC
2725
Garner Asset Management Corp
Texas
$214K