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Name Holding Trade Value Shares
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Change in
Stake
NECFA
4351
New England Capital Financial Advisors
Connecticut
$386K – – –
CP
4352
Castleview Partners
Texas
$386K -$6.7K -9 -2%
GA
4353
GoalVest Advisory
New York
$386K +$5.95K +8 +2%
IWP
4354
Innova Wealth Partners
Pennsylvania
$384K +$57.3K +77 +17%
DAS
4355
DMKC Advisory Services
Iowa
$383K +$17.1K +23 +5%
KP
4356
Kitching Partners
Pennsylvania
$383K +$58.8K +79 +18%
WIP
4357
WealthCare Investment Partners
Rhode Island
$382K +$16.4K +22 +4%
SCM
4358
Sheridan Capital Management
California
$382K +$94.5K +127 +32%
SHA
4359
Seneca House Advisors
Virginia
$382K +$44.7K +60 +13%
LCG
4360
Luxor Capital Group
New York
$382K +$387K +520 New
RLIM
4361
Red Lighthouse Investment Management
New York
$382K +$9.68K +13 +3%
DI
4362
Disciplined Investors
Texas
$381K -$24.6K -33 -6%
SIMG
4363
Stephens Investment Management Group
Texas
$381K -$138K -186 -26%
AWM
4364
Able Wealth Management
New Jersey
$381K -$31.3K -42 -8%
PIA
4365
Powell Investment Advisors
Florida
$380K +$386K +518 New
WWMSC
4366
Wagner Wealth Management (South Carolina)
South Carolina
$380K -$33.5K -45 -8%
FSG
4367
Financial Strategies Group
Michigan
$380K +$14.1K +19 +3%
LSL
4368
Legacy Solutions LLC
Pennsylvania
$379K +$3.72K +5 +1%
CANC
4369
Culbertson A N & Co
Virginia
$379K – – –
1CM
4370
1492 Capital Management
Wisconsin
$379K +$1.49K +2 +0.4%
HFA
4371
High Falls Advisors
New York
$379K +$52.1K +70 +16%
SIAM
4372
Sterling Investment Advisors (Missouri)
Missouri
$377K +$382K +513 New
SPWM
4373
Straight Path Wealth Management
Michigan
$376K +$29.8M +39,996 +7,936%
A
4374
AlphaQuest
New York
$376K +$204K +274 +115%
WG
4375
Warner Group
Connecticut
$375K +$380K +511 New