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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
4401
Axiom Financial Strategies
Indiana
$363K -$131K -176 -26%
HIA
4402
Harvest Investment Advisors
Florida
$362K -$17.1K -23 -4%
AWA
4403
Aquire Wealth Advisors
Utah
$361K +$3.72K +5 +1%
SF
4404
Slagle Financial
Illinois
$361K – – –
BIS
4405
BG Investment Services
Guam
$359K +$6.7K +9 +2%
PWM
4406
Provident Wealth Management
Tennessee
$358K – – –
DFS
4407
Dixon Fnancial Services
California
$358K +$362K +487 New
CLP
4408
Charis Legacy Partners
Texas
$358K +$362K +487 New
FRA
4409
Front Row Advisors
California
$357K – – –
FFWA
4410
Forthright Family Wealth Advisory
Texas
$355K -$2.23K -3 -0.6%
WAM
4411
Walker Asset Management
Missouri
$355K – – –
SPI
4412
Santori & Peters Inc
Pennsylvania
$355K +$17.1K +23 +5%
PGF
4413
Plan Group Financial
Oklahoma
$354K -$56.6K -76 -14%
PIMG
4414
Patriot Investment Management Group
Tennessee
$353K -$3.72K -5 -1%
IF
4415
Ironwood Financial
Arizona
$352K -$7.44K -10 -2%
AWA
4416
Alaska Wealth Advisors
Alaska
$352K -$8.93K -12 -2%
BWM
4417
Biltmore Wealth Management
Arizona
$352K -$51.4K -69 -13%
BWG
4418
Beta Wealth Group
California
$351K -$744 -1 -0.2%
NA
4419
Note Advisors
New York
$350K +$43.2K +58 +14%
TC
4420
Tacita Capital
Ontario, Canada
$350K +$10.4K +14 +3%
SL
4421
Sentry LLC
Tennessee
$349K – – –
ANHIM
4422
Alan N. Hoffman Investment Management
Massachusetts
$348K – – –
FCMA
4423
Foresight Capital Management Advisors
Michigan
$347K +$3.72K +5 +1%
WTFG
4424
Wood Tarver Financial Group
Idaho
$347K +$21.6K +29 +7%
VCM
4425
Verde Capital Management
Michigan
$346K +$58.1K +78 +20%