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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
3076
Avaii Wealth Management
Wisconsin
$313K -$10.8K -84 -3%
JSA
3077
Jacobson & Schmitt Advisors
Wisconsin
$312K +$325K +2,524 New
JCM
3078
Jag Capital Management
Missouri
$311K -$129K -1,000 -28%
CFA
3079
Cahill Financial Advisors
Minnesota
$311K +$10.8K +84 +3%
OC
3080
Oarsman Capital
Wisconsin
$310K +$29.8K +231 +10%
DCM
3081
Davis Capital Management
Florida
$310K -$13K -101 -4%
III
3082
Independent Investors Inc
New York
$310K
FA
3083
Fagan Associates
New York
$309K
CWM
3084
Cherrydale Wealth Management
New Jersey
$306K +$68.9K +535 +28%
IRAG
3085
Investment Research & Advisory Group
Georgia
$305K
AMM
3086
American Money Management
California
$305K +$2.58K +20 +0.8%
BIM
3087
Breakwater Investment Management
Washington
$305K
CWM
3088
C2C Wealth Management
Arizona
$304K
WAM
3089
Wallington Asset Management
Indiana
$304K
PTC
3090
Petrus Trust Company
Texas
$304K
IWM
3091
Integris Wealth Management
California
$304K
TFA
3092
Teamwork Financial Advisors
Texas
$303K -$62.9K -488 -17%
MS
3093
Marshall & Sullivan
Washington
$303K
BTWM
3094
Brass Tax Wealth Management
Ohio
$303K +$315K +2,446 New
CSWG
3095
Cardinal Strategic Wealth Guidance
Kentucky
$303K -$23.3K -181 -7%
TSWM
3096
Tyler-Stone Wealth Management
Ohio
$302K -$902 -7 -0.3%
HA
3097
HFG Advisors
Ohio
$302K -$54.1K -420 -15%
AWA
3098
Aletheian Wealth Advisors
Washington
$301K +$42.8K +332 +16%
LPAM
3099
Lodestar Private Asset Management
California
$300K -$8.37K -65 -3%
NI
3100
NDVR Inc
Massachusetts
$299K -$19.3K -150 -6%