Name Holding Trade Value Shares
Change
Change in
Stake
IIM
2801
Ironwood Investment Management
Massachusetts
$277K -$14.1K -177 -5%
WF
2802
Womack Financial
Texas
$277K +$52.1K +655 +23%
AW
2803
Alteri Wealth
California
$277K -$108K -1,362 -28%
AGA
2804
Arkos Global Advisors
Texas
$276K -$20.7K -261 -7%
MFWP
2805
Mosaic Family Wealth Partners
Missouri
$276K -$238 -3 -0.1%
CRI
2806
Colonial River Investments
Virginia
$276K +$23.4K +294 +10%
RFA
2807
RTD Financial Advisors
Pennsylvania
$275K -$9.78K -123 -3%
ACM
2808
Argent Capital Management
Missouri
$275K – – –
SF
2809
Strategent Financial
Virginia
$275K – – –
RS
2810
Rakuten Securities
Japan
$274K -$39.3K -495 -12%
HFA
2811
High Falls Advisors
New York
$274K +$1.27K +16 +0.5%
FPGK
2812
Financial Partners Group (Kansas)
Kansas
$274K +$2.46K +31 +0.9%
CGH
2813
CMG Global Holdings
Texas
$274K -$34.3K -432 -12%
DCBT
2814
Dakota Community Bank & Trust
North Dakota
$273K -$71.6K -901 -21%
OWA
2815
Opal Wealth Advisors
New York
$273K +$23.1K +290 +9%
BI
2816
Ballast Inc
Kentucky
$273K – – –
JFGLC
2817
Johnson Financial Group LLC (Colorado)
Colorado
$273K -$32.7K -412 -11%
SWM
2818
Sterling Wealth Management
Illinois
$272K +$273K +3,430 New
PRTG
2819
Post Resch Tallon Group
New York
$271K -$13.5K -170 -5%
GAM
2820
Gould Asset Management
California
$271K -$11.5K -145 -4%
GSIAS
2821
Garden State Investment Advisory Services
New Jersey
$270K -$26.1K -328 -9%
AT
2822
Arlington Trust
Alabama
$270K -$337K -4,245 -55%
GWM
2823
Gitterman Wealth Management
New Jersey
$270K +$84.9K +1,068 +46%
PGAM
2824
Princeton Global Asset Management
New Jersey
$269K -$477K -5,998 -64%
GGS
2825
Galvin Gaustad & Stein
Arizona
$269K -$143K -1,799 -35%