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Name Holding Trade Value Shares
Change
Change in
Stake
LB
2851
Legacy Bridge
Iowa
$286K
OPCM
2852
Osborne Partners Capital Management
California
$286K -$26.5K -246 -8%
FFL
2853
Financial Freedom LLC
Ohio
$286K +$862 +8 +0.3%
CA
2854
Carson Advisory
Georgia
$285K +$33.2K +308 +13%
TC
2855
Truvestments Capital
Florida
$285K -$219K -2,036 -42%
DA
2856
Detalus Advisors
Missouri
$285K -$21.3K -198 -7%
RA
2857
Rise Advisors
New York
$285K -$186K -1,725 -38%
SAM
2858
Smithbridge Asset Management
Pennsylvania
$284K +$26.9K +250 +10%
MFG
2859
Menard Financial Group
Texas
$284K +$39.2K +364 +15%
HA
2860
HFG Advisors
Ohio
$284K +$9.92K +92 +3%
WCWM
2861
Willow Creek Wealth Management
California
$283K +$431 +4 +0.1%
TAM
2862
Titleist Asset Management
Texas
$281K +$539 +5 +0.2%
AAG
2863
Armstrong Advisory Group
Massachusetts
$281K -$4.1K -38 -1%
FAT
2864
First American Trust
California
$281K +$294K +2,730 New
RC
2865
Randolph Company
Ohio
$281K
TPM
2866
Triasima Portfolio Management
Quebec, Canada
$280K -$4.31K -40 -1%
EWM
2867
Elmwood Wealth Management
California
$279K +$539 +5 +0.2%
IWN
2868
Independent Wealth Network
Iowa
$279K -$57.9K -537 -17%
OPPS
2869
Obsidian Personal Planning Solutions
Maryland
$279K +$2.05K +19 +0.7%
TSS
2870
Two Sigma Securities
New York
$278K -$35.9K -333 -11%
FW
2871
FirstPurpose Wealth
Utah
$278K +$7.33K +68 +3%
AWM
2872
AAF Wealth Management
Massachusetts
$278K -$8.84K -82 -3%
KWA
2873
Kellett Wealth Advisors
Ohio
$278K +$108 +1 +0%
TA
2874
Trellis Advisors
Washington
$278K -$1.51K -14 -0.5%
JFG
2875
JMG Financial Group
Illinois
$278K +$71.5K +663 +33%