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Name Holding Trade Value Shares
Change
Change in
Stake
COCM
2301
Charter Oak Capital Management
New Hampshire
$305K +$37.7K +357 +13%
TWP
2302
Triad Wealth Partners
Kansas
$303K -$8.88K -84 -3%
TCOTS
2303
Trust Company of the South
North Carolina
$303K +$37.9K +359 +13%
PAS
2304
Parsonex Advisory Services
Colorado
$302K -$1.56M -14,780 -82%
LRIA
2305
Leonard Rickey Investment Advisors
Washington
$302K -$6.98K -66 -2%
LSIA
2306
LaSalle St. Investment Advisors
Illinois
$300K -$18.9K -179 -5%
SIS
2307
Sound Income Strategies
Florida
$300K -$11.5K -109 -3%
GRR
2308
Golden Reserve Retirement
Ohio
$300K -$239K -2,261 -42%
TIAA Trust, National Association
2309
TIAA Trust, National Association
North Carolina
$299K -$6.95M -65,743 -95%
BZWA
2310
Blue Zone Wealth Advisors
California
$299K -$4.57M -43,198 -93%
CFO
2311
Custos Family Office
Texas
$298K +$2.11K +20 +0.7%
AAG
2312
Armstrong Advisory Group
Massachusetts
$298K -$77.9K -737 -19%
DW30
2313
Drucker Wealth 3.0
New Jersey
$297K -$15.1K -143 -4%
BW
2314
BXM Wealth
Colorado
$297K -$310K -2,932 -49%
ALC
2315
Alexander Labrunerie & Co
Missouri
$297K -$23.5K -222 -7%
IIM
2316
Ironwood Investment Management
Massachusetts
$296K -$211 -2 -0.1%
EP
2317
Essential Partners
California
$296K -$7.19K -68 -2%
DT
2318
DV Trading
Illinois
$296K +$144K +1,360 +79%
GAM
2319
Gemmer Asset Management
California
$296K -$13.4K -127 -4%
EFN
2320
Equita Financial Network
Pennsylvania
$295K -$27.7K -262 -8%
BW
2321
BIP Wealth
Georgia
$295K +$3.49K +33 +1%
CA
2322
Crewe Advisors
Utah
$295K -$5.71K -54 -2%
M1FG
2323
Mach-1 Financial Group
Arkansas
$294K -$805K -7,615 -71%
MEG
2324
Millstone Evans Group
Colorado
$294K -$3.17K -30 -1%
MQWP
2325
Morey & Quinn Wealth Partners
Nebraska
$294K -$18.7K -177 -5%