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Name Holding Trade Value Shares
Change
Change in
Stake
DI
2476
Disciplined Investors
Texas
$264K +$240K +879 New
USWIA
2477
UP Strategic Wealth Investment Advisors
Pennsylvania
$264K
MWM
2478
Manske Wealth Management
Texas
$264K -$21.3K -78 -8%
EA
2479
Ergawealth Advisors
Illinois
$263K -$3.28K -12 -1%
RCM
2480
Rockbridge Capital Management
Virginia
$263K
HWM
2481
Hobbs Wealth Management
Indiana
$263K +$239K +873 New
PS
2482
Pinney & Scofield
Massachusetts
$262K +$273 +1 +0.1%
PWA
2483
Provenance Wealth Advisors
Florida
$262K
LIA
2484
Lynx Investment Advisory
District of Columbia
$261K +$273 +1 +0.1%
B
2485
Birchbrook
Maine
$261K
IAG
2486
Investment Advisory Group
Massachusetts
$261K -$12.3K -45 -5%
MCM
2487
MontVue Capital Management
Virginia
$261K
GIM
2488
Goelzer Investment Management
Indiana
$261K +$237K +867 New
MGAM
2489
McGowan Group Asset Management
Texas
$261K -$3.01K -11 -1%
LFA
2490
Level Financial Advisors
New York
$259K -$33.1K -121 -12%
WKWM
2491
Walter & Keenan Wealth Management
Indiana
$259K +$235K +860 New
MWM
2492
MGB Wealth Management
Texas
$258K
PRTG
2493
Post Resch Tallon Group
New York
$258K
WCM
2494
Whitener Capital Management
North Carolina
$258K
TCM
2495
Towercrest Capital Management
Pennsylvania
$258K +$234K +856 New
WG
2496
Warner Group
Connecticut
$257K +$233K +853 New
BFPW
2497
BOK Financial Private Wealth
Colorado
$256K -$1.64K -6 -0.7%
CP
2498
Creekside Partners
California
$256K
AWMG
2499
Alliance Wealth Management Group
New Jersey
$256K +$232K +850 New
SPC
2500
Spirepoint Private Client
Florida
$255K +$232K +849 New