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Name Holding Trade Value Shares
Change
Change in
Stake
EMC
3826
Everest Management Corp
California
$821K -$28K -42 -3%
LGW
3827
Leslie Global Wealth
Illinois
$820K -$28.7K -43 -3%
TC
3828
TAGStone Capital
North Carolina
$819K +$668 +1 +0.1%
RYIA
3829
Roehl & Yi Investment Advisors
Oregon
$819K +$198K +297 +31%
LWA
3830
LifeGoal Wealth Advisors
New York
$818K +$304K +455 +58%
VIP
3831
Value Investment Professionals
New York
$817K +$827K +1,238 New
SWM
3832
Stronghold Wealth Management
Florida
$817K +$826K +1,237 New
TWM
3833
Tripletail Wealth Management
Florida
$817K -$23.4K -35 -3%
CL
3834
CSS LLC
Illinois
$815K -$454K -680 -36%
EP
3835
EPIQ Partners
Minnesota
$815K +$1.34K +2 +0.2%
PNFS
3836
PW Nova Financial Services
Pennsylvania
$815K +$836K +1,252 New
CAM
3837
Concorde Asset Management
Michigan
$814K +$51.4K +77 +7%
GWA
3838
Geometric Wealth Advisors
District of Columbia
$813K -$147K -220 -15%
CA
3839
Crumly & Associates
Illinois
$813K +$17.4K +26 +2%
RHAM
3840
Round Hill Asset Management
California
$813K
EIG
3841
Ellenbecker Investment Group
Wisconsin
$812K +$36.7K +55 +5%
HA
3842
Helium Advisors
Washington
$812K +$156K +233 +23%
EA
3843
Eclectic Associates
California
$810K -$34.7K -52 -4%
BBPWM
3844
Blue Bell Private Wealth Management
Pennsylvania
$808K -$668 -1 -0.1%
NWM
3845
Nolet Wealth Management
Texas
$808K +$817K +1,224 New
OL
3846
one8zero8 LLC
North Carolina
$808K +$40.1K +60 +5%
MFG
3847
Monte Financial Group
Connecticut
$807K -$26.7K -40 -3%
RW
3848
RVW Wealth
California
$806K +$12K +18 +1%
SFG
3849
Sather Financial Group
Texas
$806K +$223K +334 +38%
GB
3850
Goepper Burkhardt
South Carolina
$805K +$130K +195 +19%