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Name Holding Trade Value Shares
Change
Change in
Stake
KOC
3401
Koss-Olinger Consulting
Florida
$345K +$1.95K +6 +0.6%
HPA
3402
High Probability Advisors
New York
$344K -$10.7K -33 -3%
SAMT
3403
Select Asset Management & Trust
Pennsylvania
$344K – – –
IFS
3404
Ifrah Financial Services
Arkansas
$344K -$2.28K -7 -0.7%
AWM
3405
Avondale Wealth Management
Texas
$344K +$56.9K +175 +22%
PIP
3406
Philadelphia Investment Partners
New Jersey
$343K – – –
SFS
3407
Security Financial Services
Indiana
$343K +$1.63K +5 +0.5%
AAM
3408
Azzad Asset Management
Virginia
$342K +$53K +163 +20%
LI
3409
LifeWealth Investments
Florida
$342K +$1.95K +6 +0.6%
CF
3410
Convergence Financial
Missouri
$341K +$315K +967 New
GPWA
3411
Gaddis Premier Wealth Advisors
Oklahoma
$340K +$9.11K +28 +3%
FDCP
3412
Foster Dykema Cabot & Partners
Massachusetts
$339K – – –
S
3413
Sachetta
Massachusetts
$339K +$7.16K +22 +2%
HGA
3414
Hobbs Group Advisors
South Carolina
$338K – – –
NWM
3415
Nolet Wealth Management
Texas
$338K -$169K -521 -35%
NCM
3416
New Capital Management
Texas
$338K – – –
PWM
3417
Peak Wealth Management
New Hampshire
$338K +$325 +1 +0.1%
IWA
3418
Inspirion Wealth Advisors
Illinois
$338K +$32.5K +100 +12%
MSCM
3419
McElhenny Sheffield Capital Management
Texas
$338K +$64.4K +198 +26%
DFA
3420
DHJJ Financial Advisors
Illinois
$338K – – –
NPA
3421
Nichols & Pratt Advisers
Massachusetts
$337K -$30.6K -94 -9%
AFM
3422
Aspetuck Financial Management
Connecticut
$336K – – –
MA
3423
Mezzasalma Advisors
New Jersey
$336K +$1.95K +6 +0.6%
ORC
3424
O'Rourke & Company
Massachusetts
$336K – – –
WCM
3425
Warburton Capital Management
Oklahoma
$336K -$48.8K -150 -14%