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Name Holding Trade Value Shares
Change
Change in
Stake
6F
2201
626 Financial
Michigan
$527K -$115K -471 -18%
EIG
2202
Ellenbecker Investment Group
Wisconsin
$525K +$13K +53 +3%
DIP
2203
Davis Investment Partners
North Carolina
$525K +$2.69K +11 +0.5%
LAM
2204
Lifestyle Asset Management
Texas
$524K +$2.45K +10 +0.5%
NFSG
2205
Newbridge Financial Services Group
Florida
$523K +$46.5K +190 +10%
CWA
2206
Clarity Wealth Advisors
California
$522K +$48.9K +200 +11%
USB
2207
Union Savings Bank
Connecticut
$521K +$11K +45 +2%
MCCA
2208
Mill Creek Capital Advisors
Pennsylvania
$520K +$3.42K +14 +0.7%
SL
2209
Sentinus LLC
Illinois
$520K +$78.8K +322 +18%
SWMG
2210
Stillwater Wealth Management Group
Florida
$520K -$6.12K -25 -1%
PBO
2211
Peoples Bank (Ohio)
Ohio
$519K -$2.45K -10 -0.5%
TCM
2212
Towercrest Capital Management
Pennsylvania
$519K -$122K -500 -19%
CWA
2213
Centerline Wealth Advisors
Kentucky
$518K +$245 +1 +0%
CAM
2214
Close Asset Management
United Kingdom
$518K – – –
RAM
2215
Readystate Asset Management
Illinois
$517K +$509K +2,079 New
FC
2216
FORA Capital
Florida
$517K +$508K +2,078 New
AWMG
2217
Alliance Wealth Management Group
New Jersey
$517K – – –
MWM
2218
Marietta Wealth Management
Georgia
$516K -$4.65K -19 -0.9%
RGF
2219
Retirement Guys Formula
Ohio
$516K +$243K +995 +88%
LFG
2220
Lazard Frères Gestion
France
$516K – – –
Walleye Capital
2221
Walleye Capital
New York
$516K +$508K +2,075 New
GKWIM
2222
Gerber Kawasaki Wealth & Investment Management
California
$515K +$160K +655 +46%
KW
2223
KWB Wealth
California
$515K +$25.2K +103 +5%
TAM
2224
Tealwood Asset Management
Minnesota
$514K -$99.3K -406 -16%
DWM
2225
Drive Wealth Management
Utah
$513K +$4.89K +20 +1%