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Name Holding Trade Value Shares
Change
Change in
Stake
TPW
3801
TL Private Wealth
Texas
$487K -$247K -849 -35%
SCM
3802
Seascape Capital Management
New Hampshire
$487K -$7.57K -26 -1%
CFS
3803
Cannon Financial Strategists
Georgia
$484K +$103K +354 +26%
KIM
3804
Karpus Investment Management
New York
$479K
SG
3805
Strid Group
Pennsylvania
$473K -$3.2K -11 -0.7%
TA
3806
Townsend & Associates
Colorado
$472K +$582 +2 +0.1%
JA
3807
JVL Associates
Michigan
$470K +$13.7K +47 +3%
SIMG
3808
Stephens Investment Management Group
Texas
$469K
LAS
3809
Lloyd Advisory Services
Georgia
$468K +$86.4K +297 +22%
BA
3810
Ballew Advisors
Mississippi
$464K +$26.8K +92 +6%
MWA
3811
Motive Wealth Advisors
Michigan
$462K +$170K +586 +56%
CIR
3812
Clear Investment Research
Georgia
$461K +$582 +2 +0.1%
RI
3813
Ridgewood Investments
New Jersey
$458K
TSS
3814
Thomas Story & Son
Indiana
$455K -$7.27K -25 -2%
AFG
3815
Affinia Financial Group
Massachusetts
$453K -$6.11K -21 -1%
AWM
3816
Avondale Wealth Management
Texas
$453K +$334K +1,148 +250%
ODIJL
3817
One Day In July LLC
Vermont
$449K +$14.3K +49 +3%
OPWM
3818
Oakwell Private Wealth Management
Texas
$444K
BIA
3819
Barry Investment Advisors
Massachusetts
$444K +$193K +665 +73%
LIM
3820
Lagoda Investment Management
New York
$440K
SFPG
3821
Stonebridge Financial Planning Group
Florida
$440K
HWA
3822
Heartwood Wealth Advisors
Virginia
$440K +$41K +141 +10%
AWA
3823
Alaska Wealth Advisors
Alaska
$439K +$94K +323 +26%
JWM
3824
JFG Wealth Management
Colorado
$436K
BWM
3825
Benchmark Wealth Management
Connecticut
$430K