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Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
4101
Willow Creek Wealth Management
California
$393K – – –
AT
4102
Avenir Tech
Hong Kong
$392K +$406K +630 +1,260%
MAM
4103
Mainsail Asset Management
Alabama
$392K +$54.8K +85 +14%
FNBTCON
4104
First National Bank & Trust Co of Newtown
Pennsylvania
$390K – – –
CF
4105
Clarity Financial
Texas
$390K +$3.87K +6 +0.9%
RCA
4106
Ranch Capital Advisors
Florida
$390K +$645 +1 +0.1%
CF
4107
Claris Financial
Virginia
$389K – – –
LCG
4108
Lynx Capital Group
Ohio
$389K – – –
LFP
4109
Leeward Financial Partners
Washington
$389K +$41.3K +64 +10%
PK
4110
Pflug Koory
Nebraska
$388K -$27.7K -43 -6%
CP
4111
Creekside Partners
California
$387K +$15.5K +24 +4%
COCM
4112
Charter Oak Capital Management
New Hampshire
$387K +$80.6K +125 +23%
DWM
4113
Defined Wealth Management
Oregon
$387K +$16.8K +26 +4%
AFS
4114
AFG Fiduciary Services
Massachusetts
$387K +$1.29K +2 +0.3%
ADIM
4115
Alpha DNA Investment Management
Maryland
$386K -$1.63M -2,526 -79%
KCM
4116
Kennicott Capital Management
California
$386K – – –
VEA
4117
Virtus ETF Advisers
New York
$384K -$854K -1,323 -67%
LFP
4118
Lakeshore Financial Planning
Michigan
$384K -$48.4K -75 -10%
FWM
4119
Foguth Wealth Management
Michigan
$384K +$40K +62 +10%
OCFG
4120
O'Connor Financial Group
Illinois
$383K +$2.58K +4 +0.6%
Innovator Capital Management
4121
Innovator Capital Management
Illinois
$383K +$90.3K +140 +27%
SG
4122
Strid Group
Pennsylvania
$382K +$35.5K +55 +9%
TBNY
4123
Trustco Bank (New York)
New York
$379K +$69K +107 +19%
AG
4124
Advocate Group
Minnesota
$378K – – –
SFS
4125
Summit Financial Strategies
Ohio
$378K +$46.5K +72 +12%