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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
2426
Security Financial Services
Indiana
$292K
WWC
2427
Waypoint Wealth Counsel
Georgia
$292K +$8.17K +135 +3%
DG
2428
DMC Group
Alabama
$291K
RAM
2429
Redmond Asset Management
Virginia
$291K
GWP
2430
Gateway Wealth Partners
Wisconsin
$290K +$6.05K +100 +2%
TFGT
2431
TS Financial Group (TSFG)
Illinois
$289K -$7.08K -117 -2%
WWM
2432
Windsor Wealth Management
Indiana
$289K
SRC
2433
Sage Rhino Capital
California
$289K +$11.2K +185 +4%
DA
2434
Drake & Associates
Wisconsin
$289K +$182 +3 +0.1%
TA
2435
TruWealth Advisors
Louisiana
$289K -$32.8K -542 -10%
TCWM
2436
Total Clarity Wealth Management
Illinois
$288K +$15.6K +257 +6%
FFA
2437
Fi3 Financial Advisors
Indiana
$288K +$33.1K +546 +13%
W
2438
WealthOne
New York
$288K -$6.24K -103 -2%
IFS
2439
Intelligent Financial Strategies
Minnesota
$288K
BTIM
2440
BancFirst Trust & Investment Management
Oklahoma
$288K +$25.4K +419 +10%
KWS
2441
Keystone Wealth Services
California
$287K -$1.7K -28 -0.6%
PFP
2442
Paragon Financial Partners
California
$287K +$1.21K +20 +0.4%
AWS
2443
Arkfeld Wealth Strategies
Nebraska
$286K +$12K +198 +5%
FI
2444
Financial Insights
Washington
$285K
TBWA
2445
Three Bridge Wealth Advisors
California
$285K +$277K +4,577 New
CSC
2446
Caldwell Sutter Capital
California
$284K +$218K +3,605 +369%
HI
2447
Humankind Investments
New York
$283K +$5.87K +97 +2%
AIM
2448
Athena Investment Management
California
$283K -$15.1K -250 -5%
OSNBOA
2449
Old Second National Bank of Aurora
Illinois
$282K -$51.5K -851 -16%
WRM
2450
Weybosset Research & Management
Rhode Island
$282K