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Name Holding Trade Value Shares
Change
Change in
Stake
ACP
2951
Argyle Capital Partners
California
$569K +$63.4K +173 +12%
SFS
2952
Strategic Financial Services
New York
$568K
FI
2953
FIDELIS iM
Oregon
$566K -$303K -827 -33%
SGC
2954
Slocum, Gordon & Co
Rhode Island
$566K -$65.9K -180 -10%
LWM
2955
LJI Wealth Management
Indiana
$565K +$14.3K +39 +2%
LI
2956
LifeWealth Investments
Florida
$564K -$16.1K -44 -3%
BDF
2957
Black Diamond Financial
Maryland
$564K +$268K +733 +81%
BFM
2958
Boothbay Fund Management
New York
$563K -$23.8M -64,962 -98%
JE
2959
JMAC Enterprises
Pennsylvania
$562K
WP
2960
Wealthspan Partners
Iowa
$561K +$14.7K +40 +3%
WFG
2961
Wills Financial Group
Virginia
$561K -$14.3K -39 -2%
LIP
2962
Lynch Investment Planning
Pennsylvania
$561K +$597K +1,629 New
LJHT
2963
Laurie J. Hall Trustee
$561K -$73.3K -200 -11%
MMCM
2964
Murphy & Mullick Capital Management
New York
$561K -$15K -41 -2%
WIA
2965
Wealthedge Investment Advisors
New York
$560K -$4.39K -12 -0.7%
BW
2966
Basepoint Wealth
Iowa
$560K +$2.93K +8 +0.5%
RFS
2967
RM Financial Services
Maine
$560K +$596K +1,626 New
SIC
2968
SJS Investment Consulting
Ohio
$559K -$54.6K -149 -8%
OFW
2969
Omnia Family Wealth
Florida
$559K -$60.4K -165 -9%
MHR
2970
Matthew Hamilton Rosenberg
$558K -$43.6K -119 -7%
LFA
2971
Laraway Financial Advisors
Minnesota
$558K
CCIA
2972
Campbell & Co Investment Adviser
Maryland
$558K -$639K -1,745 -52%
IFA
2973
Independence Financial Advisors
New Hampshire
$558K +$1.47K +4 +0.2%
MHC
2974
May Hill Capital
Massachusetts
$558K +$1.1K +3 +0.2%
CPA
2975
Cardiff Park Advisors
California
$557K