Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
1451
Turtle Creek Wealth Advisors
Texas
$320K -$89.6K -207 -23%
MAG
1452
M3 Advisory Group
Massachusetts
$319K +$38.5K +89 +15%
USCWA
1453
U.S. Capital Wealth Advisors
Texas
$319K +$1.73K +4 +0.6%
ECU
1454
Eisler Capital (UK)
United Kingdom
$319K -$1.55M -3,573 -84%
SC
1455
Scholtz & Company
Connecticut
$318K -$411K -950 -58%
PWM
1456
Palumbo Wealth Management
New York
$318K +$433 +1 +0.1%
DMBA
1457
Deseret Mutual Benefit Administrators
Utah
$318K +$50.2K +116 +19%
EFG
1458
Ethos Financial Group
Pennsylvania
$317K -$136K -315 -32%
CIP
1459
Convergence Investment Partners
Florida
$316K -$1.73K -4 -0.6%
AA
1460
Auxano Advisors
Washington
$316K +$294K +680 New
NG
1461
Norden Group
Utah
$315K +$294K +679 New
FL
1462
Fort LP
Maryland
$314K -$37.2K -86 -11%
MIM
1463
MTM Investment Management
South Carolina
$313K – – –
DAM
1464
Delta Asset Management
Tennessee
$312K -$12.1K -28 -4%
OW
1465
Olistico Wealth
Oklahoma
$311K – – –
HWA
1466
HCR Wealth Advisors
California
$311K +$290K +669 New
TWM
1467
TSA Wealth Management
Texas
$309K – – –
LCS
1468
Levin Capital Strategies
New York
$307K – – –
IIM
1469
InTrack Investment Management
Vermont
$306K -$45.5K -105 -14%
GAM
1470
Gould Asset Management
California
$306K – – –
CWA
1471
CM Wealth Advisors
Ohio
$304K +$306K +707 New
RCM
1472
Raleigh Capital Management
North Carolina
$304K +$72.3K +167 +34%
ZIM
1473
Zacks Investment Management
Illinois
$303K -$20.4K -47 -7%
TA
1474
TFB Advisors
Kansas
$302K +$295K +682 New
WHG
1475
Westwood Holdings Group
Texas
$301K +$2.17K +5 +0.8%