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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
3976
Armstrong Fleming & Moore
District of Columbia
$235K – – –
BCMO
3977
Buckingham Capital Management (Ohio)
Ohio
$234K -$12.3K -24 -6%
KL
3978
KWMG LLC
Kansas
$234K +$3.09K +6 +1%
DFA
3979
DHK Financial Advisors
New Hampshire
$234K -$47.3K -92 -18%
RF
3980
RHS Financial
California
$234K +$210K +408 New
CA
3981
Crumly & Associates
Illinois
$233K +$209K +407 New
CSI
3982
Cross Staff Investments
New York
$233K – – –
MWA
3983
MFA Wealth Advisors
Pennsylvania
$233K – – –
EFMH
3984
E Fund Management (HK)
Hong Kong
$232K -$6.69K -13 -3%
SFG
3985
Sunburst Financial Group
Alabama
$231K +$1.03K +2 +0.5%
UCI
3986
Uncommon Cents Investing
Wisconsin
$231K – – –
SAM
3987
Simplify Asset Management
Nevada
$230K -$64.8K -126 -24%
PWC
3988
PYA Waltman Capital
Tennessee
$230K – – –
IFPG
3989
Intrepid Financial Planning Group
Indiana
$229K – – –
UID
3990
Union Investments & Development
Israel
$229K – – –
PCMC
3991
Planning Capital Management Corporation
Pennsylvania
$228K +$33.4K +65 +20%
WCM
3992
Winthrop Capital Management
Indiana
$228K -$3.6K -7 -2%
HCM
3993
Hudson Capital Management
New Jersey
$228K +$205K +398 New
GCWM
3994
Graham Capital Wealth Management
District of Columbia
$228K – – –
CWA
3995
CM Wealth Advisors
Ohio
$227K – – –
KNFPWM
3996
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$227K +$204K +397 New
APW
3997
Axim Planning & Wealth
Ohio
$227K -$3.6K -7 -2%
KFS
3998
Kelly Financial Services
Massachusetts
$227K -$1.03K -2 -0.5%
MSFP
3999
Mark Sheptoff Financial Planning
Connecticut
$226K -$46.3K -90 -19%
BEAM
4000
Baker Ellis Asset Management
Washington
$226K -$10.3K -20 -5%