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Name Holding Trade Value Shares
Change
Change in
Stake
CHA
3051
Cooper/Haims Advisors
New York
$290K -$28K -236 -8%
LJI Wealth Management
3052
LJI Wealth Management
Indiana
$290K -$31K -261 -9%
LAS
3053
LWM Advisory Services
Florida
$289K +$52.5K +442 +21%
SF
3054
Slagle Financial
Illinois
$289K -$33K -278 -10%
HBS
3055
Howard Bailey Securities
Indiana
$288K +$301K +2,535 New
MGWA
3056
Monument Group Wealth Advisors
Massachusetts
$287K – – –
SCI
3057
Silver Coast Investments
United States
$287K +$15.3K +129 +5%
SFC
3058
Swisher Financial Concepts
Ohio
$286K – – –
CFA
3059
CWS Financial Advisors
Michigan
$286K -$1.78K -15 -0.6%
JCM
3060
Jag Capital Management
Missouri
$286K – – –
III
3061
Independent Investors Inc
New York
$284K – – –
FL
3062
Fort LP
Maryland
$284K -$11.9K -100 -4%
Harvest Investment Services
3063
Harvest Investment Services
Illinois
$283K +$35.4K +298 +14%
IAG
3064
Investment Advisory Group
Massachusetts
$283K +$49.1K +413 +20%
IWN
3065
Independent Wealth Network
Iowa
$283K +$10.2K +86 +4%
Jacobson & Schmitt Advisors
3066
Jacobson & Schmitt Advisors
Wisconsin
$282K -$4.4K -37 -1%
Cahill Financial Advisors
3067
Cahill Financial Advisors
Minnesota
$282K -$3.44K -29 -1%
MAP
3068
Moody Aldrich Partners
Massachusetts
$282K -$34.8K -293 -11%
AWS
3069
Aspen Wealth Strategies
Colorado
$282K -$24.4K -205 -8%
Signet Financial Management
3070
Signet Financial Management
New Jersey
$281K -$923K -7,773 -76%
Northside Capital Management
3071
Northside Capital Management
Oregon
$280K -$23.8K -200 -7%
OAS
3072
Optivise Advisory Services
Tennessee
$280K +$9.03K +76 +3%
IRAG
3073
Investment Research & Advisory Group
Georgia
$280K – – –
BIM
3074
Breakwater Investment Management
Washington
$279K – – –
CWA
3075
Consilio Wealth Advisors
Washington
$279K +$24.9K +210 +9%