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Name Holding Trade Value Shares
Change
Change in
Stake
CSA
3501
Cornerstone Select Advisors
Missouri
$292K +$13.3K +34 +4%
CG
3502
Clarus Group
Texas
$292K +$10.5K +27 +4%
HFS
3503
Hopwood Financial Services
Virginia
$292K +$23.4K +60 +8%
KC
3504
Kinloch Capital
Virginia
$291K – – –
OWA
3505
One Wealth Advisors
California
$291K -$7.79K -20 -2%
WCM
3506
Warburton Capital Management
Oklahoma
$290K +$309K +792 New
PWM
3507
Puff Wealth Management
New Jersey
$290K +$22.6K +58 +8%
SICM
3508
Sustainable Insight Capital Management
New York
$290K +$77.9K +200 +34%
EPIMS
3509
Evelyn Partners Investment Management Services
$289K – – –
SAM
3510
Seelaus Asset Management
New Jersey
$289K – – –
LWM
3511
Laidlaw Wealth Management
New York
$288K -$210K -540 -41%
LFS
3512
Legacy Financial Strategies
Kansas
$288K +$11.7K +30 +4%
HKIMG
3513
Hutchens & Kramer Investment Management Group
Indiana
$287K -$8.57K -22 -3%
CWA
3514
CogentBlue Wealth Advisors
Tennessee
$287K +$305K +782 New
HPA
3515
High Probability Advisors
New York
$286K +$390 +1 +0.1%
BCA
3516
Bay Capital Advisors
Virginia
$286K -$7.01K -18 -2%
UCI
3517
Uncommon Cents Investing
Wisconsin
$285K – – –
TWA
3518
Tandem Wealth Advisors
Arizona
$285K +$13.3K +34 +5%
Edgewood Management
3519
Edgewood Management
Connecticut
$285K – – –
DC
3520
Dorval Corp
Minnesota
$285K – – –
PIM
3521
Provident Investment Management
Michigan
$284K – – –
RSWA
3522
Robinson Smith Wealth Advisors
Maine
$284K +$58.5K +150 +24%
AFA
3523
Antonelli Financial Advisors
Michigan
$284K – – –
SRA
3524
Secured Retirement Advisors
Minnesota
$284K +$302K +774 New
MFS
3525
Miller Financial Services
Michigan
$283K -$6.24K -16 -2%