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Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
3176
Quad-Cities Investment Group
Iowa
$253K -$16.3K -158 -6%
ACM
3177
Academy Capital Management
Texas
$253K +$262K +2,540 New
YWS
3178
Yarger Wealth Strategies
Ohio
$252K +$262K +2,537 New
GCM
3179
Gallacher Capital Management
Colorado
$252K -$87.8K -852 -25%
SIA
3180
SGL Investment Advisors
Montana
$252K +$303K +2,941 New
MGWA
3181
Monument Group Wealth Advisors
Massachusetts
$252K – – –
BPC
3182
Bearing Point Capital
Minnesota
$252K +$261K +2,530 New
BW
3183
BXM Wealth
Colorado
$252K +$261K +2,530 New
FA
3184
Fountainhead AM
New Jersey
$252K +$39.1K +379 +18%
PCFFS
3185
Pacific Center for Financial Services
California
$251K +$51.5K +500 +25%
OFO
3186
OneAscent Family Office
Alabama
$251K +$260K +2,524 New
LEA
3187
Legacy Edge Advisors
New York
$251K -$2.99K -29 -1%
IAG
3188
Investment Advisory Group
Massachusetts
$250K +$2.58K +25 +1%
PHWM
3189
Pine Harbor Wealth Management
Maryland
$250K -$78K -757 -23%
SFM
3190
Signet Financial Management
New Jersey
$250K +$3.61K +35 +1%
ALA
3191
Atlas Legacy Advisors
California
$249K +$258K +2,504 New
SWA
3192
Strata Wealth Advisors
Texas
$249K +$258K +2,501 New
III
3193
Independent Investors Inc
New York
$249K – – –
EFI
3194
EHP Funds Inc
Canada
$249K +$72.2K +700 +39%
CHA
3195
Cooper/Haims Advisors
New York
$249K -$5.88K -57 -2%
LWA
3196
Lantern Wealth Advisors
New York
$248K +$42.5K +412 +20%
AWM
3197
Ariadne Wealth Management
California
$248K +$296K +2,872 New
C
3198
Covestor
United Kingdom
$248K +$138K +1,342 +117%
KWA
3199
Kellett Wealth Advisors
Ohio
$248K -$21.9K -212 -8%
JSA
3200
Jacobson & Schmitt Advisors
Wisconsin
$247K – – –