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Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
2526
Walled Lake Planning & Wealth Management
Illinois
$405K -$1.15K -4 -0.3%
HCM
2527
Hutchinson Capital Management
California
$404K +$51.6K +180 +14%
AWMS
2528
Advocacy Wealth Management Services
Georgia
$403K -$27.5K -96 -6%
SGWP
2529
Sun Group Wealth Partners
California
$403K -$78K -272 -15%
RAM
2530
Readystate Asset Management
Illinois
$403K +$427K +1,490 New
Boston Partners
2531
Boston Partners
Massachusetts
$402K +$107K +373 +33%
T
2532
Tableaux
Massachusetts
$402K +$2.01K +7 +0.5%
EWP
2533
Equity Wealth Partners
Missouri
$401K +$191K +667 +82%
DA
2534
Detalus Advisors
Missouri
$401K -$14.1K -49 -3%
OP
2535
Oath Planning
Oklahoma
$400K +$35.3K +123 +9%
MHC
2536
May Hill Capital
Massachusetts
$399K +$64.2K +224 +18%
FCM
2537
Fell Capital Management
California
$399K – – –
RW
2538
RVW Wealth
California
$398K -$28.7K -100 -6%
CG
2539
CFO4Life Group
Texas
$398K -$18.4K -64 -4%
SWA
2540
Shah Wealth Advisors
California
$398K +$422K +1,471 New
SIM
2541
Synergy Investment Management
Florida
$397K +$152K +531 +57%
TCM
2542
Twin Capital Management
Pennsylvania
$397K +$421K +1,467 New
BHWM
2543
Bellars Harris Wealth Management
Virginia
$396K +$420K +1,466 New
OCM
2544
Orion Capital Management
California
$395K +$287 +1 +0.1%
VIP
2545
Value Investment Professionals
New York
$395K +$2.29K +8 +0.6%
GAM
2546
GEM Asset Management
Michigan
$395K -$10.9K -38 -3%
CFA
2547
Cahill Financial Advisors
Minnesota
$394K +$2.58K +9 +0.6%
NI
2548
Natural Investments
California
$394K +$16.1K +56 +4%
PCM
2549
Poehling Capital Management
Wisconsin
$393K +$287 +1 +0.1%
JSL
2550
JT Stratford LLC
Georgia
$393K -$31.8K -111 -7%