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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
3026
Warwick Investment Management
Texas
$213K +$323 +3 +0.1%
VLC
3027
Van Leeuwen & Company
New Jersey
$213K -$71.2K -661 -24%
GAM
3028
Gould Asset Management
California
$213K -$539 -5 -0.2%
PCI
3029
Planning Center Inc
Illinois
$213K -$15K -139 -6%
LWM
3030
Lyell Wealth Management
California
$213K
RHJA
3031
Rice Hall James & Associates
California
$212K -$16.2K -150 -7%
MRWM
3032
ML&R Wealth Management
Texas
$212K +$2.8K +26 +1%
DI
3033
DAGCO Inc
Ohio
$212K -$2.48M -23,028 -96%
AIM
3034
Arcadia Investment Management
Michigan
$212K
WH
3035
Whitcomb & Hess
Ohio
$211K +$1.4K +13 +0.6%
GAA
3036
Global Assets Advisory
Florida
$211K
SHA
3037
Seneca House Advisors
Virginia
$211K -$11.2K -104 -5%
WFA
3038
WestHill Financial Advisors
California
$211K
OHWA
3039
Oak Hill Wealth Advisors
Virginia
$210K -$10.3K -96 -4%
TIP
3040
Torray Investment Partners
Maryland
$210K +$220K +2,041 New
FPWM
3041
FSB Premier Wealth Management
Iowa
$209K +$1.94K +18 +0.9%
ACM
3042
AUA Capital Management
Pennsylvania
$209K
AWM
3043
Avaii Wealth Management
Wisconsin
$209K -$27.4K -254 -11%
OWA
3044
Outlook Wealth Advisors
Texas
$208K +$218K +2,020 New
FCM
3045
Fourpath Capital Management
Oklahoma
$208K -$16.4K -152 -7%
GWM
3046
Gray Wealth Management
Maine
$206K +$216 +2 +0.1%
JEST
3047
JTC Employer Solutions Trustee
Jersey
$206K
GCL
3048
Gouws Capital LLC
North Carolina
$206K
PAIM
3049
Punch & Associates Investment Management
Minnesota
$206K
WWP
3050
WR Wealth Planners
Missouri
$206K -$20.8K -193 -9%