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Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
651
Teacher Retirement System of Texas
Texas
$243K -$358K -1,998 -56%
WA
652
WP Advisors
California
$242K
MMCM
653
Murphy & Mullick Capital Management
New York
$242K +$11.7K +65 +4%
SWP
654
Strategic Wealth Partners
Ohio
$241K +$14K +78 +5%
WP
655
WealthPLAN Partners
Nebraska
$240K -$264K -1,471 -48%
AIM
656
Access Investment Management
Georgia
$240K +$6.27K +35 +2%
PS
657
Principal Securities
Iowa
$239K +$65.4K +365 +30%
LOIM
658
Liberty One Investment Management
Illinois
$238K +$74.4K +415 +36%
VT
659
Vise Technologies
New York
$237K
AWA
660
Aaron Wealth Advisors
Illinois
$235K -$222K -1,236 -45%
DADC
661
D.A. Davidson & Co
Montana
$235K +$26.4K +147 +11%
DWM
662
Dogwood Wealth Management
Kansas
$234K +$274K +1,531 New
PAS
663
Park Avenue Securities
New York
$233K +$28.5K +159 +12%
CFFP
664
Center for Financial Planning
Michigan
$231K +$107K +595 +65%
AWM
665
Avior Wealth Management
Nebraska
$231K +$270K +1,506 New
AC
666
Avenir Corporation
Virginia
$230K -$24.6K -137 -8%
CIA
667
Cladis Investment Advisory
Montana
$230K
PGF
668
Plan Group Financial
Oklahoma
$224K +$53.1K +296 +25%
DS
669
DRW Securities
Illinois
$224K -$479K -2,671 -65%
JSW
670
Journey Strategic Wealth
New Jersey
$223K +$261K +1,455 New
IEFM
671
IQ EQ Fund Management
Ireland
$221K
AC
672
AlphaCore Capital
California
$221K +$259K +1,443 New
AIM
673
Acropolis Investment Management
Missouri
$218K +$31.7K +177 +14%
WWM
674
Western Wealth Management
Colorado
$215K +$3.05K +17 +1%
LI
675
Lafayette Investments
Maryland
$215K -$3.94K -22 -2%