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Name Holding Trade Value Shares
Change
Change in
Stake
MIAS
3326
Mason Investment Advisory Services
Virginia
$374K -$108K -276 -21%
LD
3327
Lipe & Dalton
New York
$374K +$39K +100 +11%
LAM
3328
Lifestyle Asset Management
Texas
$373K +$37.8K +97 +11%
BOSSRA
3329
B.O.S.S. Retirement Advisors
Utah
$373K -$75.6K -194 -16%
FC
3330
Financial Council
Maryland
$372K -$3.12K -8 -0.8%
EWA
3331
Elevate Wealth Advisory
Georgia
$371K -$779 -2 -0.2%
HFP
3332
Holistic Financial Partners
Indiana
$370K -$124K -317 -24%
PMWMG
3333
Parr McKnight Wealth Management Group
Minnesota
$370K +$779 +2 +0.2%
MWM
3334
MBE Wealth Management
Wisconsin
$367K -$55K -141 -12%
WPI
3335
Walter Public Investments
Canada
$366K – – –
NHFG
3336
New Harbor Financial Group
Massachusetts
$366K +$390K +1,000 New
DFA
3337
DHJJ Financial Advisors
Illinois
$366K -$17.1K -44 -4%
Cohen & Steers
3338
Cohen & Steers
New York
$366K -$57.7K -148 -13%
WRPWM
3339
Werba Rubin Papier Wealth Management
California
$366K -$162K -416 -29%
DJYG
3340
David J. Yvars Group
Florida
$366K -$3.9K -10 -1%
SHFA
3341
SS&H Financial Advisors
Michigan
$365K – – –
WN
3342
Williams & Novak
California
$365K +$389K +998 New
IWP
3343
IAG Wealth Partners
Wisconsin
$365K -$1.95K -5 -0.5%
PGA
3344
Portland Global Advisors
Maine
$364K -$23.8K -61 -6%
SL
3345
Salomon & Ludwin
Virginia
$364K +$127K +325 +49%
YWM
3346
Yukon Wealth Management
Kansas
$364K +$387K +994 New
WMA
3347
William Mack & Associates
Michigan
$363K – – –
PPA
3348
Pacific Point Advisors
California
$362K – – –
GFG
3349
Greenberg Financial Group
Arizona
$361K +$428K +1,099 New
AWM
3350
Ameliora Wealth Management
Switzerland
$361K – – –