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Name Holding Trade Value Shares
Change
Change in
Stake
DI
3251
Disciplined Investors
Texas
$392K +$1.82K +5 +0.4%
SFS
3252
Summit Financial Strategies
Ohio
$392K -$40.8K -112 -9%
AHL
3253
Abel Hall LLC
Louisiana
$391K -$815K -2,237 -65%
TCM
3254
Traub Capital Management
Massachusetts
$390K -$7.29K -20 -2%
FWM
3255
Forza Wealth Management
Florida
$390K
BFA
3256
Brown Financial Advisors
Ohio
$389K -$16K -44 -4%
SWM
3257
Sherman Wealth Management
Maryland
$389K +$5.47K +15 +1%
RIP
3258
Reliant Investment Partners
North Carolina
$388K
TWA
3259
Tandem Wealth Advisors
Arizona
$388K +$48.8K +134 +13%
OW
3260
Olistico Wealth
Oklahoma
$388K +$6.2K +17 +1%
SRA
3261
Secured Retirement Advisors
Minnesota
$388K +$45.9K +126 +12%
TA
3262
TPG Advisors
Illinois
$388K +$364 +1 +0.1%
VFP
3263
Verus Financial Partners
Virginia
$387K +$2.19K +6 +0.5%
OCM
3264
Osterweis Capital Management
California
$387K -$61.2K -168 -12%
NFTC
3265
North Forty Two & Co
Oregon
$387K +$6.56K +18 +2%
BGAI
3266
Bruce G. Allen Investments
Colorado
$387K +$2.55K +7 +0.6%
RWC
3267
Rare Wolf Capital
Washington
$386K
OFW
3268
Omnia Family Wealth
Florida
$385K -$165K -453 -28%
CFSG
3269
Clark Financial Services Group
Missouri
$385K +$18.9K +52 +5%
NEWAS
3270
N.E.W. Advisory Services
Wisconsin
$385K +$125K +343 +41%
WIM
3271
Warwick Investment Management
Texas
$384K -$54.7K -150 -11%
RCM
3272
Requisite Capital Management
Texas
$383K -$37.2K -102 -8%
MWM
3273
Maimon Wealth Management
Israel
$383K -$5.47K -15 -1%
NJIM
3274
Nabity-Jensen Investment Management
Nebraska
$382K +$86K +236 +26%
LWM
3275
LightSquare Wealth Management
Michigan
$381K +$422K +1,159 New