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Name Holding Trade Value Shares
Change
Change in
Stake
AIIMS
2601
Analyst IMS Investment Management Services
Israel
$621K +$303K +2,461 +109%
FFG
2602
Fortem Financial Group
California
$621K -$21.8K -177 -4%
SWRP
2603
Summit Wealth & Retirement Planning
California
$619K -$8.63K -70 -1%
CAL
2604
Capital Advisors Ltd
Ohio
$619K +$18K +146 +3%
HWMG
2605
Hurlow Wealth Management Group
Indiana
$617K +$986 +8 +0.2%
LK
2606
Lumbard & Kellner
New Hampshire
$616K
CSA
2607
Cottage Street Advisors
Massachusetts
$616K
VWM
2608
VCI Wealth Management
Missouri
$616K -$306K -2,485 -35%
JBA
2609
Johnson Bixby & Associates
Washington
$616K -$24.7K -200 -4%
SCA
2610
Southern Capital Advisors
Tennessee
$616K +$32.9K +267 +6%
DFA
2611
DHJJ Financial Advisors
Illinois
$615K
CIA
2612
Cohen Investment Advisors
New Hampshire
$615K -$27.5K -223 -5%
SMA
2613
Seven Mile Advisory
New Jersey
$612K +$5.3K +43 +0.9%
MWM
2614
Merriman Wealth Management
Washington
$611K +$46.1K +374 +9%
WFMPM
2615
Woodley Farra Manion Portfolio Management
Indiana
$611K +$17.4K +141 +3%
FCFC
2616
First Citizens Financial Corp
Iowa
$610K +$4.81K +39 +0.9%
HWM
2617
Hemington Wealth Management
Virginia
$609K -$12.1K -98 -2%
BWG
2618
Beta Wealth Group
California
$608K -$111K -898 -16%
TGAM
2619
TBH Global Asset Management
Tennessee
$607K +$5.92K +48 +1%
AIA
2620
Angeles Investment Advisors
California
$606K +$130K +1,058 +30%
HFP
2621
Holistic Financial Partners
Indiana
$606K -$54.4K -441 -9%
WIA
2622
Wetzel Investment Advisors
Indiana
$606K +$61.3K +497 +11%
CC
2623
Cornerstone Capital
California
$603K -$82.6K -670 -13%
S
2624
Sunpointe
Missouri
$602K +$50.2K +407 +10%
UL
2625
Unionview LLC
Washington
$602K -$81.7K -663 -13%