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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
2601
Echo Wealth Management
Minnesota
$641K -$54.2K -169 -8%
GHA
2602
GW Henssler & Associates
Georgia
$638K – – –
SIM
2603
Sadoff Investment Management
Wisconsin
$637K +$3.85K +12 +0.7%
BCA
2604
Bay Colony Advisors
Massachusetts
$637K +$83.7K +261 +17%
FWP
2605
Falcon Wealth Planning
California
$636K -$17.6K -55 -3%
CBTWT
2606
Community Bank & Trust (Waco, Texas)
Texas
$635K +$22.5K +70 +4%
JMF
2607
Johnson Midwest Financial
Iowa
$634K – – –
RWI
2608
Red Wave Investments
Pennsylvania
$634K +$1.93K +6 +0.3%
KOMWMG
2609
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$634K +$12.8K +40 +2%
DDC
2610
DF Dent & Co
Maryland
$631K -$27.9K -87 -5%
CIA
2611
Compass Ion Advisors
Pennsylvania
$630K – – –
DWP
2612
Destiny Wealth Partners
Florida
$630K – – –
PR
2613
Payden & Rygel
California
$626K – – –
SCA
2614
Sage Capital Advisors
South Dakota
$625K +$7.7K +24 +1%
W
2615
WealthOne
New York
$623K -$19.6K -61 -3%
TAM
2616
Townsend Asset Management
North Carolina
$623K +$7.7K +24 +1%
MA
2617
MCF Advisors
Kentucky
$622K -$47.8K -149 -8%
MIP
2618
Marietta Investment Partners
Wisconsin
$622K +$4.81K +15 +0.8%
PAM
2619
Peak Asset Management
Colorado
$619K – – –
EWM
2620
EPG Wealth Management
Georgia
$619K +$19.2K +60 +3%
SWA
2621
Sax Wealth Advisors
New Jersey
$617K +$16K +50 +3%
CC
2622
Courier Capital
New York
$615K -$27.3K -85 -5%
ZF
2623
Zhang Financial
Michigan
$613K -$66.1K -206 -10%
TCMP
2624
Thrive Capital Management (Pennsylvania)
Pennsylvania
$613K +$161K +501 +40%
TC
2625
Tairen Capital
Hong Kong
$612K -$7.5M -23,373 -93%