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Name Holding Trade Value Shares
Change
Change in
Stake
MFC
2501
Morris Financial Concepts
South Carolina
$531K +$183K +1,614 +54%
SMA
2502
Seven Mile Advisory
New Jersey
$529K +$521K +4,587 New
NRA
2503
NSI Retail Advisors
Pennsylvania
$529K -$79.5K -700 -13%
AIP
2504
Almanack Investment Partners
Pennsylvania
$527K -$7.49K -66 -1%
EBSAM
2505
Eubel Brady & Suttman Asset Management
Ohio
$525K +$454 +4 +0.1%
AGA
2506
Arkos Global Advisors
Texas
$523K +$26.9K +237 +6%
SWM
2507
Sendero Wealth Management
Texas
$521K +$513K +4,518 New
WFMPM
2508
Woodley Farra Manion Portfolio Management
Indiana
$521K +$187K +1,644 +58%
FSG
2509
Financial Strategies Group
Michigan
$519K
KIC
2510
Keating Investment Counselors
Florida
$519K -$250K -2,200 -33%
RA
2511
Rise Advisors
New York
$518K -$8.29K -73 -2%
PEA
2512
Park Edge Advisors
Ohio
$518K -$5.68K -50 -1%
NEWAS
2513
N.E.W. Advisory Services
Wisconsin
$518K -$9.54K -84 -2%
DOA
2514
D'Orazio & Associates
Virginia
$518K +$62.1K +547 +14%
LCM
2515
Liberty Capital Management
Michigan
$517K
GIM
2516
Guild Investment Management
California
$517K
CFD
2517
Creative Financial Designs
Indiana
$515K +$1.25K +11 +0.2%
EWM
2518
Executive Wealth Management
Michigan
$514K +$17.7K +156 +4%
3F
2519
360 Financial
Minnesota
$513K +$114 +1 +0%
AAM
2520
Alphadyne Asset Management
New York
$513K +$504K +4,442 New
TA
2521
TFG Advisers
Michigan
$512K +$58.5K +515 +13%
CMS
2522
Capital Market Strategies
Florida
$509K +$501K +4,415 New
CWA
2523
Clearview Wealth Advisors
Oregon
$509K -$5.9K -52 -1%
BAM
2524
Boyar Asset Management
New York
$509K -$5.11K -45 -1%
MAWA
2525
Moss Adams Wealth Advisors
Washington
$507K +$4.2K +37 +0.9%