Name Holding Trade Value Shares
Change
Change in
Stake
TCB
2701
Texas Capital Bancshares
Texas
$308K +$1.35K +17 +0.4%
MF
2702
Manchester Financial
California
$308K +$7.95K +100 +3%
CCC
2703
Chelsea Counsel Company
California
$308K -$1.24M -15,570 -80%
AIFAIM
2704
American Institute for Advanced Investment Management
Arizona
$308K – – –
TA
2705
TruWealth Advisors
Louisiana
$307K -$473K -5,950 -61%
WCWM
2706
Willow Creek Wealth Management
California
$307K -$20.7K -260 -6%
BGAI
2707
Bruce G. Allen Investments
Colorado
$307K +$51.7K +651 +20%
MSRI
2708
Michael S. Ryan Inc
New York
$307K +$4.85K +61 +2%
DC
2709
Diametric Capital
Massachusetts
$307K +$308K +3,872 New
QFA
2710
Quantum Financial Advisors
California
$306K -$75.1K -945 -20%
PWM
2711
Partners Wealth Management
California
$305K – – –
LSA
2712
Lansing Street Advisors
Pennsylvania
$305K +$8.98K +113 +3%
CAWM
2713
Capital Advisors Wealth Management
Washington
$304K +$26.9K +338 +10%
HWMG
2714
Hurlow Wealth Management Group
Indiana
$303K -$95.9K -1,206 -24%
TF
2715
Tudor Financial
Ohio
$303K -$52.2K -657 -15%
CFGA
2716
Cambridge Financial Group (Arizona)
Arizona
$302K -$50.9K -640 -14%
TA
2717
TFB Advisors
Kansas
$302K -$19.2K -242 -6%
JF
2718
JSF Financial
California
$301K -$17.4K -219 -5%
FZCM
2719
Flynn Zito Capital Management
New York
$301K +$43.5K +547 +17%
AA
2720
Alesco Advisors
New York
$301K -$27.7K -349 -8%
OR
2721
Olympiad Research
Connecticut
$301K +$302K +3,798 New
BFG
2722
Birch Financial Group
New Hampshire
$300K +$37.8K +476 +14%
BFS
2723
Beacon Financial Strategies
North Carolina
$300K +$159 +2 +0.1%
MAM
2724
Milestone Asset Management
Pennsylvania
$300K +$301K +3,784 New
WSA
2725
Warm Springs Advisors
California
$300K – – –