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Name Holding Trade Value Shares
Change
Change in
Stake
MAA
3026
Mraz Amerine & Associates
California
$214K – – –
TF
3027
Threadgill Financial
Texas
$214K – – –
WIM
3028
Warwick Investment Management
Texas
$213K +$323 +3 +0.1%
VLC
3029
Van Leeuwen & Company
New Jersey
$213K -$71.2K -661 -24%
GAM
3030
Gould Asset Management
California
$213K -$539 -5 -0.2%
PCI
3031
Planning Center Inc
Illinois
$213K -$15K -139 -6%
LWM
3032
Lyell Wealth Management
California
$213K – – –
RHJA
3033
Rice Hall James & Associates
California
$212K -$16.2K -150 -7%
MRWM
3034
ML&R Wealth Management
Texas
$212K +$2.8K +26 +1%
DI
3035
DAGCO Inc
Ohio
$212K -$2.48M -23,028 -96%
AIM
3036
Arcadia Investment Management
Michigan
$212K – – –
WH
3037
Whitcomb & Hess
Ohio
$211K +$1.4K +13 +0.6%
GAA
3038
Global Assets Advisory
Florida
$211K – – –
SHA
3039
Seneca House Advisors
Virginia
$211K -$11.2K -104 -5%
WFA
3040
WestHill Financial Advisors
California
$211K – – –
OHWA
3041
Oak Hill Wealth Advisors
Virginia
$210K -$10.3K -96 -4%
TIP
3042
Torray Investment Partners
Maryland
$210K +$220K +2,041 New
FPWM
3043
FSB Premier Wealth Management
Iowa
$209K +$1.94K +18 +0.9%
ACM
3044
AUA Capital Management
Pennsylvania
$209K – – –
AWM
3045
Avaii Wealth Management
Wisconsin
$209K -$27.4K -254 -11%
OWA
3046
Outlook Wealth Advisors
Texas
$208K +$218K +2,020 New
FCM
3047
Fourpath Capital Management
Oklahoma
$208K -$16.4K -152 -7%
GWM
3048
Gray Wealth Management
Maine
$206K +$216 +2 +0.1%
JEST
3049
JTC Employer Solutions Trustee
Jersey
$206K – – –
GCL
3050
Gouws Capital LLC
North Carolina
$206K – – –