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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
3026
Arkfeld Wealth Strategies
Nebraska
$342K +$370 +3 +0.1%
NI
3027
NDVR Inc
Massachusetts
$338K -$6.04K -49 -2%
AWS
3028
Aspen Wealth Strategies
Colorado
$338K -$11.1K -90 -3%
EWM
3029
Endowment Wealth Management
Wisconsin
$338K -$9.74K -79 -3%
C
3030
CEDRUS
Colorado
$337K -$102K -824 -24%
PWM
3031
Penobscot Wealth Management
Maine
$336K +$9K +73 +3%
LI
3032
LRI Investments
Florida
$335K +$313K +2,541 New
DWP
3033
Destiny Wealth Partners
Florida
$335K -$4.68K -38 -1%
VLC
3034
Van Leeuwen & Company
New Jersey
$335K +$54.7K +444 +21%
FL
3035
Fort LP
Maryland
$335K -$33.2K -269 -10%
MGWA
3036
Monument Group Wealth Advisors
Massachusetts
$334K +$312K +2,530 New
MFGM
3037
Marshall Financial Group (Maryland)
Maryland
$333K -$27.7K -225 -8%
PCH
3038
PGIM Custom Harvest
New Jersey
$333K +$311K +2,526 New
PFM
3039
Peak Financial Management
Massachusetts
$333K +$311K +2,521 New
DWAM
3040
Duncan Williams Asset Management
Tennessee
$332K +$310K +2,519 New
TCB
3041
Texas Capital Bancshares
Texas
$332K -$212K -1,722 -41%
LC
3042
Landaas & Company
Wisconsin
$331K +$76.8K +623 +33%
DCM
3043
Davis Capital Management
Florida
$330K +$71.6K +581 +30%
LCM
3044
Lazari Capital Management
California
$330K +$14.1K +114 +5%
III
3045
Independent Investors Inc
New York
$330K -$3.08K -25 -1%
CCA
3046
Conestoga Capital Advisors
Pennsylvania
$330K
TWM
3047
Triton Wealth Management
Arizona
$330K +$37K +300 +13%
KLI
3048
Kelman-Lazarov Inc
Tennessee
$329K +$493 +4 +0.2%
FA
3049
Fagan Associates
New York
$329K +$12.3K +100 +4%
LPAM
3050
Lodestar Private Asset Management
California
$329K +$3.21K +26 +1%