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Name Holding Trade Value Shares
Change
Change in
Stake
LODC
3851
Lanham O'Dell & Company
West Virginia
$236K -$70K -144 -24%
DC
3852
Diametric Capital
Massachusetts
$234K +$16.5K +34 +8%
PWH
3853
Priebe Wealth Holdings
Minnesota
$234K -$12.6K -26 -5%
KA
3854
Kooman & Associates
Pennsylvania
$234K -$2.92K -6 -1%
SPI
3855
Santori & Peters Inc
Pennsylvania
$233K +$5.83K +12 +3%
HIF
3856
Hill Island Financial
Michigan
$233K +$225K +462 New
LIM
3857
Lathrop Investment Management
Arkansas
$233K – – –
WWM
3858
Waterway Wealth Management
Texas
$233K -$276K -567 -55%
RFP
3859
Roth Financial Partners
Texas
$233K – – –
AFWM
3860
Abich Financial Wealth Management
Virginia
$232K +$24.8K +51 +12%
RIG
3861
RiverFront Investment Group
Virginia
$232K +$3.89K +8 +2%
MM
3862
MQS Management
New York
$232K +$224K +461 New
CS
3863
Capital Square
Tennessee
$232K +$13.6K +28 +6%
WA
3864
Waterford Advisors
New York
$232K -$241K -496 -52%
PIA
3865
Powell Investment Advisors
Florida
$231K +$223K +459 New
MCM
3866
MontVue Capital Management
Virginia
$231K +$223K +458 New
Legacy Financial Group (Iowa)
3867
Legacy Financial Group (Iowa)
Iowa
$231K +$1.46K +3 +0.7%
WAM
3868
Walker Asset Management
Missouri
$230K – – –
SL
3869
Sentry LLC
Tennessee
$229K -$14.6K -30 -6%
SP
3870
Sequent Planning
Nebraska
$229K +$221K +454 New
AIM
3871
AHL Investment Management
Florida
$229K -$17.5K -36 -7%
CFG
3872
Clayton Financial Group
Missouri
$228K – – –
VCP
3873
Vista Capital Partners
Oregon
$228K +$6.32K +13 +3%
EWM
3874
Edge Wealth Management
New York
$228K -$122K -250 -36%
MWPCG
3875
Measured Wealth Private Client Group
New Hampshire
$228K +$6.8K +14 +3%