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Name Holding Trade Value Shares
Change
Change in
Stake
LWMM
2926
Legacy Wealth Management (Mississippi)
Mississippi
$522K +$141K +387 +43%
ODIJL
2927
One Day In July LLC
Vermont
$521K +$71.1K +195 +18%
WPC
2928
White Pine Capital
Minnesota
$521K +$2.92K +8 +0.6%
AFS
2929
Access Financial Services
Minnesota
$520K -$198K -542 -30%
TPWA
2930
TRUE Private Wealth Advisors
Oregon
$520K -$372K -1,020 -44%
BGAI
2931
Bruce G. Allen Investments
Colorado
$519K -$365 -1 -0.1%
SCA
2932
Southern Capital Advisors
Tennessee
$519K +$133K +365 +40%
PA
2933
Pineridge Advisors
Missouri
$518K -$5.47K -15 -1%
MWP
2934
Madison Wealth Partners
Wisconsin
$517K +$7.66K +21 +2%
WAM
2935
WFA Asset Management
Wisconsin
$517K +$1.82K +5 +0.4%
HFP
2936
Holistic Financial Partners
Indiana
$516K +$45.6K +125 +11%
FMTCOCP
2937
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$516K -$64.9K -178 -12%
ITIM
2938
Indiana Trust & Investment Management
Indiana
$516K -$151K -415 -25%
ITFISA
2939
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$515K -$2.19K -6 -0.5%
CAS
2940
CTC Alternative Strategies
Illinois
$515K -$457K -1,252 -50%
PWA
2941
Peterson Wealth Advisors
Utah
$514K -$91.5K -251 -17%
WW
2942
Westshore Wealth
California
$513K -$6.2K -17 -1%
CW
2943
Code Waechter
Florida
$512K +$461K +1,264 New
AR
2944
Apeiron RIA
Texas
$511K +$5.84K +16 +1%
BFA
2945
Brown Financial Advisors
Ohio
$511K -$331K -907 -42%
HBS
2946
Howard Bailey Securities
Indiana
$509K +$458K +1,257 New
DA
2947
Drake & Associates
Wisconsin
$509K +$174K +477 +61%
GSCM
2948
Greenfield Seitz Capital Management
Texas
$508K +$16K +44 +4%
GCWM
2949
Graham Capital Wealth Management
District of Columbia
$507K -$7.29K -20 -2%
KFS
2950
Keynote Financial Services
Connecticut
$507K -$72.9K -200 -14%