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Name Holding Trade Value Shares
Change
Change in
Stake
EW
4101
Element Wealth
Mississippi
$582K +$22.7K +86 +4%
HFM
4102
Hartford Funds Management
Pennsylvania
$582K +$195K +740 +42%
GCL
4103
Gouws Capital LLC
North Carolina
$580K -$14.5K -55 -2%
MFA
4104
Morling Financial Advisors
California
$576K
OFS
4105
Oldfather Financial Services
Nebraska
$576K +$9.24K +35 +1%
CIS
4106
Continental Investors Services
Washington
$574K +$264 +1 +0%
ST
4107
Sageworth Trust
Pennsylvania
$571K -$437K -1,656 -40%
CCA
4108
Covey Capital Advisors
Georgia
$571K
MFC
4109
Morris Financial Concepts
South Carolina
$571K +$60.5K +229 +10%
EWM
4110
Endowment Wealth Management
Wisconsin
$569K -$19.8K -75 -3%
ICM
4111
Intrepid Capital Management
Florida
$569K +$118K +448 +22%
OCG
4112
Opus Capital Group
Ohio
$565K -$92.2K -349 -13%
AW
4113
Avion Wealth
Texas
$565K -$25.3K -96 -4%
ETS
4114
ESL Trust Services
New York
$561K -$138K -524 -18%
HFW
4115
Horizon Family Wealth
Illinois
$559K +$4.22K +16 +0.7%
MTIM
4116
Marathon Trading Investment Management
Pennsylvania
$557K -$37.8K -143 -6%
HWA
4117
Heartwood Wealth Advisors
Virginia
$556K -$294K -1,115 -32%
MIM
4118
Martin Investment Management
Florida
$555K
ES
4119
ETF Store
Kansas
$555K +$39.3K +149 +7%
PBF
4120
Petix & Botte Financial
California
$554K +$6.87K +26 +1%
UWM
4121
USAdvisors Wealth Management
Minnesota
$553K +$8.98K +34 +1%
PCI
4122
Planning Center Inc
Illinois
$552K -$27.2K -103 -4%
GWM
4123
Grand Wealth Management
Michigan
$551K +$6.87K +26 +1%
LAS
4124
Lloyd Advisory Services
Georgia
$550K -$173K -656 -22%
I2I
4125
Insight 2811 Inc
Illinois
$550K +$161K +608 +35%