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Name Holding Trade Value Shares
Change
Change in
Stake
CA
2901
Capital Advantage
California
$304K +$17.9K +166 +5%
PMFA
2902
Plante Moran Financial Advisors
Michigan
$303K -$16.9K -157 -5%
BIS
2903
BG Investment Services
Guam
$302K +$75.8K +703 +28%
HIG
2904
Heritage Investment Group
Florida
$302K +$9.81K +91 +3%
DAC
2905
Dutch Asset Corp
New York
$302K +$347K +3,222 New
IWM
2906
IMG Wealth Management
Florida
$302K
SFWC
2907
Strategic Family Wealth Counselors
New Jersey
$301K +$73.7K +684 +25%
OFG
2908
Opulen Financial Group
Virginia
$301K -$17.9K -166 -5%
PA
2909
ProCore Advisors
California
$301K +$346K +3,209 New
MWP
2910
Meridian Wealth Partners
Pennsylvania
$301K +$3.88K +36 +1%
EW
2911
Enzi Wealth
Texas
$301K -$7.12K -66 -2%
DAM
2912
Delta Asset Management
Tennessee
$300K
SC
2913
Searle & Co
Connecticut
$300K
MO
2914
McMillan Office
Michigan
$300K +$345K +3,200 New
IIC
2915
Ironwood Investment Counsel
Arizona
$300K +$8.09K +75 +2%
JESC
2916
J.E. Simmons & Co
Texas
$300K +$344K +3,195 New
ACA
2917
Aspire Capital Advisors
Washington
$299K -$6.79K -63 -2%
TH
2918
TCTC Holdings
Texas
$298K
MAC
2919
Mason & Associates (California)
California
$298K +$24.7K +229 +8%
FGWP
2920
Founders Grove Wealth Partners
Virginia
$298K -$50.9K -472 -13%
LB
2921
Legacy Bridge
Iowa
$297K +$52.8K +490 +18%
WAM
2922
Weiss Asset Management
Massachusetts
$297K +$342K +3,170 New
CW
2923
Cedarwood Wealth
Colorado
$297K +$373K +3,463 New
AFO
2924
Arrowroot Family Office
California
$297K +$57.5K +533 +20%
NAM
2925
NTV Asset Management
West Virginia
$296K -$86.2K -800 -20%