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Name Holding Trade Value Shares
Change
Change in
Stake
EFL
2876
ERn Financial LLC
Wisconsin
$226K +$213K +457 New
CM
2877
Crestline Management
Texas
$225K -$2.73M -5,876 -93%
CISOA
2878
Capital Investment Services of America
Wisconsin
$225K – – –
GGA
2879
Granite Group Advisors
Connecticut
$225K – – –
CNBTD
2880
Citizens National Bank Trust Department
Mississippi
$225K – – –
TCG
2881
Transcendent Capital Group
Oklahoma
$225K +$9.77K +21 +5%
CWA
2882
Centennial Wealth Advisory
Michigan
$224K -$71.2K -153 -25%
SC
2883
Seldon Capital
California
$224K – – –
GWM
2884
Greenwich Wealth Management
Connecticut
$224K +$211K +454 New
FWP
2885
Falcon Wealth Planning
California
$224K +$211K +453 New
LIA
2886
LifePlan Investment Advisors
North Carolina
$223K -$6.51K -14 -3%
PCFFS
2887
Pacific Center for Financial Services
California
$223K +$465 +1 +0.2%
WWC
2888
Waypoint Wealth Counsel
Georgia
$223K +$210K +451 New
Capstone Investment Advisors
2889
Capstone Investment Advisors
New York
$222K -$5.82M -12,515 -97%
AWC
2890
Abundance Wealth Counselors
Pennsylvania
$222K +$209K +449 New
ECM
2891
Exchange Capital Management
Michigan
$222K +$209K +449 New
APG
2892
Abacus Planning Group
South Carolina
$220K +$207K +446 New
SDAM
2893
Shulman DeMeo Asset Management
New York
$219K +$206K +443 New
BIA
2894
Bell Investment Advisors
California
$219K – – –
FC
2895
FCA Corp
Texas
$219K +$206K +443 New
MCIA
2896
Mountain Capital Investment Advisors
Colorado
$218K +$192K +412 New
ZF
2897
Zega Financial
Florida
$218K +$206K +442 New
OLA
2898
Oliver Luxxe Assets
New Jersey
$218K -$25.1K -54 -11%
BHBT
2899
Burke & Herbert Bank & Trust
Virginia
$218K +$205K +441 New
RS
2900
Retirement Solution
Washington
$218K +$205K +441 New