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Name Holding Trade Value Shares
Change
Change in
Stake
DG
2901
Diesslin Group
Texas
$309K +$224K +2,212 New
WPC
2902
Waters Parkerson & Co
Louisiana
$309K +$224K +2,212 New
TWM
2903
TSA Wealth Management
Texas
$308K +$223K +2,206 New
HWM
2904
HBE Wealth Management
Nebraska
$308K -$330K -3,263 -60%
PFM
2905
Phillips Financial Management
Indiana
$308K +$223K +2,203 New
GCM
2906
Graver Capital Management
Ohio
$307K +$222K +2,200 New
ZF
2907
Zhang Financial
Michigan
$307K +$222K +2,200 New
CCM
2908
Cloud Capital Management
Washington
$307K +$223K +2,202 New
MAM
2909
McLean Asset Management
Virginia
$307K +$344K +3,401 New
CFA
2910
CWS Financial Advisors
Michigan
$307K +$222K +2,196 New
MSWMA
2911
Market Street Wealth Management Advisors
Indiana
$306K +$222K +2,191 New
CPC
2912
Consolidated Planning Corp
Georgia
$306K +$221K +2,190 New
DWM
2913
DecisionMap Wealth Management
Virginia
$306K +$221K +2,189 New
DWM
2914
Ducere Wealth Management
California
$305K +$221K +2,185 New
NG
2915
Novem Group
New York
$304K +$221K +2,181 New
B
2916
Barings
North Carolina
$304K +$220K +2,180 New
HIM
2917
Hillsdale Investment Management
Ontario, Canada
$304K +$220K +2,180 New
MAG
2918
M3 Advisory Group
Massachusetts
$304K +$220K +2,176 New
XPN
2919
XY Planning Network
Montana
$304K +$220K +2,175 New
JWM
2920
JDH Wealth Management
California
$304K +$220K +2,174 New
ACM
2921
AUA Capital Management
Pennsylvania
$303K +$220K +2,171 New
DWMS
2922
Dominguez Wealth Management Solutions
Virginia
$303K +$220K +2,171 New
DWAM
2923
Duncan Williams Asset Management
Tennessee
$303K +$219K +2,170 New
MC
2924
Miramontes Capital
California
$303K +$219K +2,167 New
GBFG
2925
Gerald Baker Financial Group
Texas
$302K +$219K +2,163 New