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Name Holding Trade Value Shares
Change
Change in
Stake
MW
4601
Marrick Wealth
California
$303K -$611 -1 -0.2%
WCL
4602
Wealth Care LLC
Florida
$303K – – –
HNH
4603
Hopwood Nicholas Hunter
$302K +$328K +536 New
GL
4604
Gerber LLC
Ohio
$302K – – –
DG
4605
Dala Group
Illinois
$301K -$25.1K -41 -7%
DFS
4606
Dixon Fnancial Services
California
$299K +$12.2K +20 +4%
CAM
4607
Concorde Asset Management
Michigan
$299K -$29.4K -48 -8%
AAMC
4608
Asset Allocation & Management Company
Illinois
$299K -$372K -609 -53%
MHIC
4609
Marble Harbor Investment Counsel
Massachusetts
$299K – – –
AT
4610
Avalon Trust
New Mexico
$299K +$20.2K +33 +7%
RWA
4611
Resolute Wealth Advisor
Ohio
$298K – – –
LAA
4612
Liberty Atlantic Advisors
Texas
$298K +$10.4K +17 +3%
SCM
4613
Stordahl Capital Management
Colorado
$297K +$7.34K +12 +2%
MP
4614
McDonald Partners
Ohio
$297K +$323K +528 New
DWM
4615
DWR Wealth Management
California
$297K +$5.5K +9 +2%
DFG
4616
Demars Financial Group
Washington
$296K +$38.5K +63 +14%
QWM
4617
Quaker Wealth Management
New Jersey
$296K -$142K -232 -31%
AFP
4618
Arnold Financial Planning
Iowa
$296K +$35.5K +58 +12%
VBFP
4619
Valtinson Bruner Financial Planning
Minnesota
$295K +$14.1K +23 +5%
FGC
4620
First Growth Capital
Maryland
$294K -$12.8K -21 -4%
KFS
4621
Kurt F. Somerville
$294K – – –
TC
4622
Tacita Capital
Ontario, Canada
$293K – – –
FRA
4623
Front Row Advisors
California
$293K -$3.67K -6 -1%
SNBOSCI
4624
Security National Bank of Sioux City Iowa
Iowa
$293K -$30.6K -50 -9%
LCG
4625
Luxor Capital Group
New York
$293K – – –