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Name Holding Trade Value Shares
Change
Change in
Stake
1M
3651
1248 Management
Missouri
$270K – – –
MSCM
3652
McElhenny Sheffield Capital Management
Texas
$270K -$9.52K -26 -3%
BDL
3653
Bey-Douglas LLC
Georgia
$269K – – –
SFWC
3654
Strategic Family Wealth Counselors
New Jersey
$269K +$73.3K +200 +39%
UCI
3655
Uncommon Cents Investing
Wisconsin
$269K -$5.13K -14 -2%
IWM
3656
Inlight Wealth Management
Georgia
$268K – – –
BWS
3657
Broadway Wealth Solutions
Texas
$268K +$8.79K +24 +3%
CSA
3658
Cornerstone Select Advisors
Missouri
$268K – – –
QA
3659
Quattro Advisors
Pennsylvania
$267K +$285K +777 New
Edgewood Management
3660
Edgewood Management
Connecticut
$267K – – –
PB
3661
Prosperity Bancshares
Texas
$267K +$285K +777 New
AFA
3662
Antonelli Financial Advisors
Michigan
$267K – – –
IPA
3663
Investment Planning Advisors
Georgia
$267K +$27.1K +74 +11%
PIM
3664
Provident Investment Management
Michigan
$267K – – –
SIM
3665
SSI Investment Management
California
$267K – – –
TSS
3666
Thomas Story & Son
Indiana
$267K – – –
IWA
3667
IVC Wealth Advisors
Pennsylvania
$266K -$40.3K -110 -12%
PRTG
3668
Post Resch Tallon Group
New York
$266K +$17.9K +49 +7%
BFW
3669
Brady Family Wealth
Missouri
$265K -$13.6K -37 -5%
1CP
3670
1015 Capital Partners
Pennsylvania
$265K +$282K +770 New
GWM
3671
GoalFusion Wealth Management
Texas
$265K – – –
KA
3672
Kure Advisory
Minnesota
$264K +$281K +768 New
TFGT
3673
TS Financial Group (TSFG)
Illinois
$264K +$366 +1 +0.1%
TCM
3674
Tradewinds Capital Management
Washington
$264K -$733K -2,000 -72%
RWM
3675
Rialto Wealth Management
New York
$263K +$22K +60 +9%