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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
2476
Fernwood Investment Management
Massachusetts
$221K +$37.6K +640 +19%
FMP
2477
Financial Management Professionals
Texas
$221K +$79.1K +1,348 +52%
TA
2478
TruWealth Advisors
Louisiana
$220K -$15.5K -264 -6%
UWPG
2479
Ullmann Wealth Partners Group
Florida
$220K +$1.94K +33 +0.9%
WIM
2480
Westside Investment Management
California
$220K +$9.16K +156 +0.8%
RFN
2481
RDA Financial Network
Iowa
$219K +$352 +6 +0.2%
WOSD
2482
WFA of San Diego
California
$218K -$53.9K -919 -19%
CPSC
2483
Carl P. Sherr & Co
Massachusetts
$218K -$17.6K -300 -7%
AIM
2484
Axiom Investment Management
New York
$217K -$5.58K -95 -2%
AFS
2485
Axiom Financial Strategies
Indiana
$217K – – –
FNWM
2486
Financial Network Wealth Management
Utah
$217K – – –
HCM
2487
HMS Capital Management
Tennessee
$217K +$11.3K +192 +5%
PSP
2488
Principal Street Partners
Tennessee
$216K +$226K +3,846 New
NEWAS
2489
N.E.W. Advisory Services
Wisconsin
$215K -$27.4K -466 -11%
EI
2490
Ellevest Inc
New York
$215K -$4.58K -78 -2%
HIS
2491
Horizon Investment Services
Indiana
$214K -$32.5K -553 -13%
LAM
2492
LifePro Asset Management
California
$214K -$117 -2 -0.1%
RCA
2493
Ranch Capital Advisors
Florida
$213K -$7.51K -128 -3%
HNW
2494
High Note Wealth
Minnesota
$213K +$1.17K +20 +0.5%
KCM
2495
Kathmere Capital Management
Pennsylvania
$213K +$8.1K +138 +4%
AAM
2496
Aureus Asset Management
Massachusetts
$212K -$39.3K -670 -15%
PAM
2497
Premier Asset Management
Illinois
$212K +$222K +3,776 New
CCA
2498
Clearwater Capital Advisors
Illinois
$211K – – –
OBWP
2499
O'Brien Wealth Partners
Massachusetts
$211K +$19K +323 +9%
SAF
2500
Smith Anglin Financial
Texas
$211K +$221K +3,761 New