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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2801
Simplify Asset Management
Nevada
$303K +$308K +2,851 New
TF
2802
TimeScale Financial
Massachusetts
$303K -$5.07K -47 -2%
DSA
2803
Droms Strauss Advisors
Missouri
$303K
RIA
2804
Retirement Investment Advisors
Oklahoma
$303K +$307K +2,846 New
IWM
2805
Integris Wealth Management
California
$302K
TWM
2806
TriaGen Wealth Management
California
$302K +$2.16K +20 +0.7%
BSAM
2807
Blue Square Asset Management
New York
$301K
TJHA
2808
Thomas J. Herzfeld Advisors
Florida
$301K
TAM
2809
Titleist Asset Management
Texas
$301K +$306K +2,830 New
HCM
2810
Highlander Capital Management
New Jersey
$301K -$108K -1,000 -26%
FDS
2811
Freedom Day Solutions
Texas
$300K -$5.83K -54 -2%
BA
2812
Bridge Advisory
California
$300K +$55.3K +512 +22%
UCMOK
2813
United Capital Management of KS
Kansas
$300K -$28.6K -265 -9%
GA
2814
Gateway Advisory
New Jersey
$300K +$108 +1 +0%
TFA
2815
Triad Financial Advisors
North Carolina
$300K -$10.4K -96 -3%
AWS
2816
Aspen Wealth Strategies
Colorado
$298K -$16K -148 -5%
QWM
2817
QP Wealth Management
New Jersey
$298K
CBB
2818
Citizens Business Bank
California
$298K +$24.6K +228 +9%
HCM
2819
Harvey Capital Management
Florida
$298K
SFA
2820
Source Financial Advisors
New York
$296K +$17.8K +165 +6%
HCM
2821
Hutchinson Capital Management
California
$296K -$9.18K -85 -3%
TCM
2822
TD Capital Management
Tennessee
$294K +$972 +9 +0.3%
DA
2823
Detalus Advisors
Missouri
$294K +$216 +2 +0.1%
TC
2824
Trilogy Capital
California
$294K -$348K -3,221 -54%
MLFP
2825
MPS Loria Financial Planners
Illinois
$294K +$26K +241 +10%