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Name Holding Trade Value Shares
Change
Change in
Stake
KC
3501
Kinloch Capital
Virginia
$291K
OWA
3502
One Wealth Advisors
California
$291K -$7.79K -20 -2%
WCM
3503
Warburton Capital Management
Oklahoma
$290K +$309K +792 New
PWM
3504
Puff Wealth Management
New Jersey
$290K +$22.6K +58 +8%
SICM
3505
Sustainable Insight Capital Management
New York
$290K +$77.9K +200 +34%
EPIMS
3506
Evelyn Partners Investment Management Services
$289K
SAM
3507
Seelaus Asset Management
New Jersey
$289K
LWM
3508
Laidlaw Wealth Management
New York
$288K -$210K -540 -41%
LFS
3509
Legacy Financial Strategies
Kansas
$288K +$11.7K +30 +4%
HKIMG
3510
Hutchens & Kramer Investment Management Group
Indiana
$287K -$8.57K -22 -3%
CWA
3511
CogentBlue Wealth Advisors
Tennessee
$287K +$305K +782 New
HPA
3512
High Probability Advisors
New York
$286K +$390 +1 +0.1%
BCA
3513
Bay Capital Advisors
Virginia
$286K -$7.01K -18 -2%
UCI
3514
Uncommon Cents Investing
Wisconsin
$285K
TWA
3515
Tandem Wealth Advisors
Arizona
$285K +$13.3K +34 +5%
Edgewood Management
3516
Edgewood Management
Connecticut
$285K
DC
3517
Dorval Corp
Minnesota
$285K
PIM
3518
Provident Investment Management
Michigan
$284K
RSWA
3519
Robinson Smith Wealth Advisors
Maine
$284K +$58.5K +150 +24%
AFA
3520
Antonelli Financial Advisors
Michigan
$284K
SRA
3521
Secured Retirement Advisors
Minnesota
$284K +$302K +774 New
MFS
3522
Miller Financial Services
Michigan
$283K -$6.24K -16 -2%
PFA
3523
Professional Financial Advisors
Nebraska
$283K
SWMP
3524
Signature Wealth Management Partners
New Jersey
$283K +$390 +1 +0.1%
TCM
3525
Tran Capital Management
California
$283K