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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
2901
Towercrest Capital Management
Pennsylvania
$449K -$4.78K -14 -1%
MIAS
2902
Mason Investment Advisory Services
Virginia
$449K +$9.55K +28 +2%
GFA
2903
Gallagher Fiduciary Advisors
Illinois
$448K -$4.09K -12 -0.9%
SMA
2904
Seven Mile Advisory
New Jersey
$446K -$36.8K -108 -8%
WPW
2905
Watershed Private Wealth
Illinois
$446K
SWM
2906
Sterling Wealth Management
Illinois
$446K
PCMC
2907
Paragon Capital Management (Colorado)
Colorado
$446K +$341 +1 +0.1%
OPTFSNA
2908
Old Point Trust & Financial Services N A
Virginia
$445K -$17.1K -50 -4%
PA
2909
Pineridge Advisors
Missouri
$445K +$4.09K +12 +0.9%
GWM
2910
Gibbs Wealth Management
Georgia
$445K +$38.9K +114 +10%
GL
2911
GHE LLC
Tennessee
$444K
SWRP
2912
Summit Wealth & Retirement Planning
California
$443K -$11.6K -34 -3%
SLA
2913
Silver Lake Advisory
Utah
$443K +$1.36K +4 +0.3%
PP
2914
Pingora Partners
Wyoming
$442K
WW
2915
Westshore Wealth
California
$442K -$2.05K -6 -0.5%
TSWM
2916
Tyler-Stone Wealth Management
Ohio
$442K -$13K -38 -3%
WCA
2917
Waypoint Capital Advisors
Minnesota
$441K +$24.9K +73 +6%
BGAI
2918
Bruce G. Allen Investments
Colorado
$441K -$18.1K -53 -4%
NWMG
2919
National Wealth Management Group
Ohio
$441K +$437K +1,281 New
OR
2920
Olympiad Research
Connecticut
$440K -$294K -863 -40%
RA
2921
Rise Advisors
New York
$440K -$50.1K -147 -10%
ITFISA
2922
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$440K -$11.6K -34 -3%
AWM
2923
Absher Wealth Management
North Carolina
$440K -$6.14K -18 -1%
WPC
2924
White Pine Capital
Minnesota
$440K +$8.53K +25 +2%
FFA
2925
Frazier Financial Advisors
Ohio
$438K -$5.46K -16 -1%