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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
3076
Austin Wealth Management
Texas
$230K -$4.45K -17 -2%
BWM
3077
Baron Wealth Management
Michigan
$230K -$1.05K -4 -0.5%
AWA
3078
Aletheian Wealth Advisors
Washington
$229K -$4.45K -17 -2%
AFA
3079
AA Financial Advisors
Ohio
$229K +$30.4K +116 +17%
RK
3080
Rather & Kittrell
Tennessee
$229K +$34.6K +132 +19%
HI
3081
Harper Investing
California
$229K +$5.24K +20 +3%
GL
3082
Gerber LLC
Ohio
$229K – – –
HWM
3083
Howard Wealth Management
Connecticut
$229K – – –
BWM
3084
Base Wealth Management
Florida
$229K – – –
MHB
3085
Midwest Heritage Bank
Iowa
$229K – – –
LSL
3086
Legacy Solutions LLC
Pennsylvania
$229K -$1.57K -6 -0.7%
VCM
3087
Viewpoint Capital Management
Washington
$229K – – –
HBW
3088
Hazlett, Burt & Watson
West Virginia
$228K +$143K +546 +210%
BPFA
3089
Barnes Pettey Financial Advisors
Mississippi
$228K +$4.71K +18 +2%
AFC
3090
AFT Forsyth & Company
Florida
$227K – – –
IVP
3091
Intrinsic Value Partners
Arizona
$227K – – –
SFWC
3092
Strategic Family Wealth Counselors
New Jersey
$227K +$1.05K +4 +0.5%
LFP
3093
Leeward Financial Partners
Washington
$227K -$7.33K -28 -3%
CAM
3094
Concorde Asset Management
Michigan
$226K +$208K +793 New
SC
3095
Shuttleworth & Co
Ohio
$226K +$210K +802 New
MCM
3096
Monarch Capital Management
Indiana
$226K -$13.1K -50 -6%
BG
3097
Bollard Group
Massachusetts
$226K – – –
LAM
3098
Lingohr Asset Management
Germany
$226K – – –
CCA
3099
Corps Capital Advisors
Texas
$226K – – –
SM
3100
Samjo Management
New York
$226K – – –