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Name Holding Trade Value Shares
Change
Change in
Stake
VPI
4226
Value Partners Investments
Manitoba, Canada
$467K +$19.9K +31 +4%
EWM
4227
Edge Wealth Management
New York
$466K +$101K +158 +24%
TF
4228
Tenon Financial
New Jersey
$466K +$31.4K +49 +6%
LFA
4229
Level Financial Advisors
New York
$466K +$37.2K +58 +8%
EGWAG
4230
Elwood & Goetz Wealth Advisory Group
Georgia
$465K +$29.5K +46 +6%
CWL
4231
Causey Wealth LLC
Colorado
$464K +$117K +183 +29%
CI
4232
Corient IA
Florida
$463K -$57.7K -90 -10%
LCM
4233
Lattice Capital Management
Washington
$463K – – –
JWWM
4234
Johnson & White Wealth Management
Pennsylvania
$462K +$3.2K +5 +0.6%
DBFM
4235
Dickmeyer Boyce Financial Management
Indiana
$461K +$517K +806 New
BFA
4236
Benedict Financial Advisors
Georgia
$461K -$109K -170 -17%
CWMS
4237
Cannon Wealth Management Services
North Carolina
$460K +$10.9K +17 +2%
ICM
4238
Intrepid Capital Management
Florida
$460K +$28.8K +45 +6%
OFG
4239
Opulen Financial Group
Virginia
$459K +$17.9K +28 +4%
TCM
4240
Tanaka Capital Management
New York
$459K -$3.85K -6 -0.7%
FH
4241
Financial Harvest
Florida
$459K -$5.13K -8 -1%
RIG
4242
Ramiah Investment Group
Wisconsin
$459K +$31.4K +49 +7%
HAFS
4243
Hapanowicz & Associates Financial Services
Pennsylvania
$458K +$12.8K +20 +3%
PJWM
4244
Philip James Wealth Mangement
Georgia
$458K -$1.92K -3 -0.4%
SGWM
4245
Sterling Group Wealth Management
California
$458K +$139K +217 +37%
PM
4246
Pembroke Management
Quebec, Canada
$458K -$24.4K -38 -5%
ACM
4247
Alamar Capital Management
California
$458K – – –
Flow Traders U.S.
4248
Flow Traders U.S.
New York
$457K +$511K +798 New
FCM
4249
Fieldview Capital Management
Michigan
$457K +$291K +454 +132%
VWM
4250
Vermillion Wealth Management
Minnesota
$457K +$28.2K +44 +6%