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Name Holding Trade Value Shares
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Change in
Stake
BIM
3926
Barton Investment Management
Pennsylvania
$448K – – –
TH
3927
TCTC Holdings
Texas
$448K -$283K -482 -39%
WWM
3928
Wiser Wealth Management
Georgia
$448K +$88.6K +151 +25%
IF
3929
Intrua Financial
Texas
$448K -$231K -394 -34%
IFO
3930
Independent Family Office
New York
$447K – – –
WH
3931
Willner & Heller
California
$444K +$75.1K +128 +20%
SFG
3932
Sather Financial Group
Texas
$444K -$120K -204 -21%
BWS
3933
Broadway Wealth Solutions
Texas
$444K +$445K +758 New
LTL
3934
Lowery Thomas LLC
California
$444K +$587 +1 +0.1%
MEAC
3935
M.E. Allison & Co
Texas
$442K +$443K +755 New
AWA
3936
ARQ Wealth Advisors
Arizona
$440K +$117K +200 +36%
WH
3937
Wallace Hart
Kentucky
$440K +$47K +80 +12%
TFA
3938
TPG Financial Advisors
Oregon
$439K +$26.4K +45 +6%
WSA
3939
Warm Springs Advisors
California
$439K +$440K +749 New
SWA
3940
Strata Wealth Advisors
Texas
$437K -$20.5K -35 -4%
ATI
3941
ARK & TLK Investments
Oklahoma
$437K +$9.39K +16 +2%
TVM
3942
True Vision MN
Minnesota
$437K -$15.3K -26 -3%
FMTCOCP
3943
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$436K -$273K -465 -38%
CFD
3944
Creative Financial Designs
Indiana
$436K -$38.2K -65 -8%
SCA
3945
Stillwater Capital Advisors
Pennsylvania
$436K +$2.94K +5 +0.7%
FS
3946
Ferguson Shapiro
Georgia
$435K +$18.8K +32 +5%
HIGP
3947
Hill Investment Group Partners
Missouri
$435K +$55.2K +94 +14%
BFA
3948
Benedict Financial Advisors
Georgia
$435K -$36.4K -62 -8%
JF
3949
Joule Financial
Kentucky
$435K -$28.8K -49 -6%
HBWM
3950
Hollow Brook Wealth Management
New York
$434K – – –