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Name Holding Trade Value Shares
Change
Change in
Stake
ABLA
3101
Alan B. Lancz & Associates
Ohio
$220K +$192K +746 New
JIR
3102
James Investment Research
Ohio
$219K +$192K +744 New
OBGC
3103
O'Brien Greene & Co
Pennsylvania
$219K +$192K +744 New
SWP
3104
ShoreHaven Wealth Partners
New Jersey
$219K +$191K +743 New
RW
3105
Rede Wealth
Virginia
$219K +$191K +743 New
UFA
3106
Uptown Financial Advisors
Texas
$219K +$191K +743 New
VIP
3107
Vista Investment Partners
Oklahoma
$219K -$2.09M -8,098 -92%
HNW
3108
High Note Wealth
Minnesota
$219K -$258 -1 -0.1%
WSFG
3109
Wall Street Financial Group
Illinois
$218K +$191K +741 New
SFS
3110
Symphony Financial Services
Ohio
$218K +$190K +738 New
WFAG
3111
Worth Financial Advisory Group
North Carolina
$217K +$190K +737 New
RBWA
3112
RFG - Bristol Wealth Advisors
Massachusetts
$217K +$190K +737 New
MAM
3113
McLean Asset Management
Virginia
$217K +$194K +754 New
TC
3114
Trilogy Capital
California
$216K -$49.7K -193 -21%
FWM
3115
Forefront Wealth Management
Pennsylvania
$216K +$189K +734 New
GWWM
3116
Great Waters Wealth Management
Minnesota
$216K +$189K +734 New
HNWA
3117
Henrickson Nauta Wealth Advisors
Michigan
$216K +$189K +733 New
CWM
3118
CCG Wealth Management
California
$216K +$189K +732 New
PWMA
3119
Pension & Wealth Management Advisors
Massachusetts
$216K +$29.6K +115 +19%
EWM
3120
Elmwood Wealth Management
California
$215K +$188K +730 New
SCP
3121
Sandhill Capital Partners
New York
$215K +$188K +730 New
RPSA
3122
Richard P. Slaughter Associates
Texas
$215K +$188K +730 New
AA
3123
Aufman Associates
Pennsylvania
$215K +$188K +729 New
TCM
3124
TABR Capital Management
California
$215K +$188K +728 New
AAM
3125
Aureus Asset Management
Massachusetts
$215K +$188K +728 New