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Name Holding Trade Value Shares
Change
Change in
Stake
PIP
3001
Peachtree Investment Partners
Florida
$298K -$90.5K -359 -25%
GA
3002
Gordian Advisors
Arizona
$298K +$756 +3 +0.3%
CAM
3003
Close Asset Management
United Kingdom
$296K -$37.8K -150 -12%
HWA
3004
HighRoad Wealth Advisors
Oregon
$295K – – –
MWM
3005
Mittelman Wealth Management
Massachusetts
$295K -$109K -431 -35%
RSWA
3006
Robinson Smith Wealth Advisors
Maine
$294K -$113K -447 -30%
ACC
3007
Acorn Creek Capital
Colorado
$293K -$6.05K -24 -2%
DA
3008
Doliver Advisors
Texas
$291K -$27.7K -110 -10%
SWA
3009
ShankerValleau Wealth Advisors
Illinois
$291K – – –
WWM
3010
WT Wealth Management
Arizona
$291K +$28K +111 +12%
EBSAM
3011
Eubel Brady & Suttman Asset Management
Ohio
$291K – – –
BRWM
3012
Blue Rock Wealth Management
North Carolina
$291K -$12.1K -48 -4%
TS
3013
TradeWell Securities
Indiana
$291K +$4.03K +16 +2%
MSA
3014
Marathon Strategic Advisors
Pennsylvania
$290K – – –
DF
3015
Dunhill Financial
United Kingdom
$290K +$7.81K +31 +3%
CTC
3016
Cetera Trust Company
Minnesota
$290K – – –
MIM
3017
Morningstar Investment Management
Illinois
$290K – – –
AAM
3018
Austin Asset Management
Texas
$290K – – –
MG
3019
McHugh Group
Ohio
$289K – – –
BHWM
3020
Beaird Harris Wealth Management
Texas
$289K – – –
LAM
3021
Lountzis Asset Management
Pennsylvania
$288K -$120K -475 -32%
HAS
3022
Holland Advisory Services
Florida
$288K -$38K -151 -13%
CGFA
3023
Colton Groome Financial Advisors
North Carolina
$288K +$5.79K +23 +2%
FRA
3024
Front Row Advisors
California
$286K – – –
TI
3025
Truepoint Inc
Ohio
$286K – – –