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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
4451
Altus Wealth Management
Kentucky
$360K
GC
4452
Gruss & Co
Florida
$360K -$28.8K -120 -7%
TIM
4453
Triad Investment Management
California
$360K
LFA
4454
Level Financial Advisors
New York
$359K +$10.1K +42 +3%
DAM
4455
Draper Asset Management
New York
$358K -$1.13M -4,701 -76%
TPW
4456
TL Private Wealth
Texas
$357K
DT
4457
Daniels + Tansey
Delaware
$357K +$9.84K +41 +3%
DA
4458
DSC Advisors
Illinois
$356K -$2.21M -9,209 -86%
LWIC
4459
Leith Wheeler Investment Counsel
British Columbia, Canada
$355K -$12K -50 -3%
MFG
4460
Mendota Financial Group
Wisconsin
$353K +$353K +1,471 New
RFA
4461
RTD Financial Advisors
Pennsylvania
$351K -$23.3K -97 -6%
MWA
4462
Martel Wealth Advisors
Washington
$350K +$350K +1,458 New
RWG
4463
Regal Wealth Group
California
$350K +$44.2K +184 +14%
CWR
4464
Chico Wealth RIA
California
$349K
SAM
4465
Stone Asset Management
Texas
$349K -$174K -725 -33%
GWAG
4466
Garrett Wealth Advisory Group
Texas
$345K +$90.2K +376 +35%
PVAMC
4467
PPS&V Asset Management Consultants
Michigan
$345K +$345K +1,437 New
VFPW
4468
Vantage Financial Partners (Wisconsin)
Wisconsin
$344K -$33.6K -140 -9%
TA
4469
Tactive Advisors
Florida
$343K +$344K +1,432 New
BWM
4470
Benchmark Wealth Management
Connecticut
$342K -$24K -100 -7%
SFMG
4471
Sage Financial Management Group
Virginia
$341K -$18.7K -78 -5%
WC
4472
Weil Company
California
$339K -$182K -759 -35%
MSWMA
4473
Market Street Wealth Management Advisors
Indiana
$336K +$49.9K +208 +17%
TA
4474
Teramo Advisors
Florida
$336K
SA
4475
Syntax Advisors
New York
$335K -$325K -1,354 -49%