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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
951
Davis Capital Management
Florida
$210K +$244K +1,734 New
HA
952
Harfst & Associates
Wyoming
$209K +$7.18K +51 +3%
ISWM
953
Independent Solutions Wealth Management
New York
$209K -$29.3K -208 -11%
VWM
954
Valley Wealth Managers
New Jersey
$208K -$66.9K -475 -22%
MWM
955
Marietta Wealth Management
Georgia
$206K -$1.79M -12,688 -88%
YMRC
956
Yorktown Management & Research Company
Virginia
$206K +$239K +1,700 New
FFN
957
Focus Financial Network
Minnesota
$204K -$58.8K -418 -20%
WI
958
Wedgewood Investors
Pennsylvania
$203K -$127K -900 -35%
QSS
959
Quantitative Systematic Strategies
Florida
$203K +$21.8K +155 +10%
CG
960
CFO4Life Group
Texas
$200K -$17.3K -123 -7%
Pacer Advisors
961
Pacer Advisors
Pennsylvania
$200K +$9.01K +64 +4%
FCB
962
First Command Bank
Texas
$199K
FCFS
963
First Command Financial Services
Texas
$199K
HCM
964
Highlander Capital Management
New Jersey
$194K
FANJ
965
Financial Architects (New Jersey)
New Jersey
$194K +$107K +760 +90%
SIM
966
Sentry Investment Management
Wisconsin
$193K -$1.83M -12,974 -89%
OPS
967
Orion Portfolio Solutions
Nebraska
$192K -$102K -724 -31%
TIA
968
Tiemann Investment Advisors
California
$176K -$25.1K -178 -11%
CA
969
Clearstead Advisors
Ohio
$166K -$14.1K -100 -7%
WTC
970
WhitTier Trust Company
Nevada
$164K -$14.1K -100 -7%
BEAM
971
Baker Ellis Asset Management
Washington
$164K +$28.2K +200 +17%
BFC
972
Bedel Financial Consulting
Indiana
$163K -$242K -1,721 -56%
GWS
973
Glassman Wealth Services
Virginia
$163K -$48.4K -344 -20%
GSWM
974
Golden State Wealth Management
California
$162K +$188K +1,332 New
M
975
MOTCO
Texas
$161K -$4.46M -31,682 -96%