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Name Holding Trade Value Shares
Change
Change in
Stake
SS
801
Simplicity Solutions
Minnesota
$645K -$26.1K -145 -4%
OBGC
802
O'Brien Greene & Co
Pennsylvania
$645K
EWM
803
Elmwood Wealth Management
California
$643K -$269K -1,495 -32%
SDIC
804
South Dakota Investment Council
South Dakota
$638K -$162K -900 -22%
TIA
805
Tandem Investment Advisors
South Carolina
$635K -$5.04K -28 -0.9%
PPA
806
Painted Porch Advisors
California
$635K +$575K +3,200 New
CA
807
Clearstead Advisors
Ohio
$634K +$4.14K +23 +0.7%
EWA
808
EP Wealth Advisors
California
$632K -$38.3K -213 -6%
SFS
809
Summit Financial Strategies
Ohio
$630K -$78.2K -435 -12%
SFA
810
Semmax Financial Advisors
North Carolina
$626K +$47.5K +264 +10%
GSC
811
G&S Capital
Colorado
$624K +$5.93K +33 +1%
RC
812
Rovin Capital
Arizona
$624K +$102K +568 +22%
GIM
813
Goelzer Investment Management
Indiana
$620K -$67.3K -374 -11%
CI
814
Cavalier Investments
Georgia
$617K +$12.9K +72 +2%
BB
815
Bell Bank
North Dakota
$617K -$318K -1,771 -36%
WHCI
816
W.H. Cornerstone Investments
Massachusetts
$614K -$4.5K -25 -0.8%
EF
817
Empowered Funds
Pennsylvania
$611K +$79.5K +442 +17%
GI
818
GAMMA Investing
California
$610K +$553K +3,077 New
PCA
819
Peddock Capital Advisors
Massachusetts
$610K +$16.4K +91 +3%
IAN
820
Integrated Advisors Network
Texas
$610K +$72.7K +404 +15%
CPCM
821
Cardinal Point Capital Management
Ontario, Canada
$609K
SPC
822
Sigma Planning Corp
Michigan
$608K -$754K -4,191 -58%
SB
823
Simmons Bank
Arkansas
$608K +$116K +644 +27%
ECM
824
Everence Capital Management
Indiana
$605K -$334K -1,860 -38%
KPWS
825
Kestra Private Wealth Services
Texas
$605K -$155K -861 -22%