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Name Holding Trade Value Shares
Change
Change in
Stake
PA
3301
Planning Alternatives
Michigan
$4.39M +$970K +5,287 +27%
OFW
3302
Omnia Family Wealth
Florida
$4.39M -$2.01M -10,976 -30%
FAL
3303
Focused Alpha LLC
Colorado
$4.39M -$1.93M -10,520 -29%
TC
3304
Tsai Capital
New York
$4.39M +$119K +647 +3%
MFP
3305
Meridian Financial Partners
Virginia
$4.38M +$72.7K +396 +2%
PIP
3306
Philadelphia Investment Partners
New Jersey
$4.37M +$4.6M +25,059 New
WIM
3307
Warwick Investment Management
Texas
$4.37M +$26.8K +146 +0.6%
HFO
3308
Heritage Family Offices
Arizona
$4.36M +$3.02M +16,437 +192%
DSCM
3309
Divisadero Street Capital Management
Florida
$4.36M +$4.59M +25,000 New
OL
3310
one8zero8 LLC
North Carolina
$4.36M +$19.8K +108 +0.4%
PC
3311
Panoramic Capital
California
$4.36M -$13.4M -73,100 -75%
BRWM
3312
Blue Rock Wealth Management
North Carolina
$4.36M -$181K -985 -4%
TMWM
3313
Taylor & Morgan Wealth Management
Michigan
$4.35M -$338K -1,840 -7%
KWM
3314
KFG Wealth Management
Indiana
$4.34M -$153K -833 -3%
LAI
3315
Legal Advantage Investments
California
$4.33M +$165K +900 +4%
AMM
3316
American Money Management
California
$4.33M -$767K -4,181 -14%
DBRC
3317
D.B. Root & Company
Pennsylvania
$4.33M -$48.4K -264 -1%
WAOTB
3318
Wealth Advisors of Tampa Bay
Florida
$4.33M +$73.4K +400 +2%
KCM
3319
Kerusso Capital Management
North Carolina
$4.33M -$325K -1,770 -7%
BAM
3320
Berkshire Asset Management
Pennsylvania
$4.33M +$21.5K +117 +0.5%
SP
3321
Sequent Planning
Nebraska
$4.33M +$89.9K +490 +2%
IFPL
3322
Investments & Financial Planning LLC
Kentucky
$4.33M +$96.7K +527 +2%
MAG
3323
MRA Advisory Group
New Jersey
$4.32M +$302K +1,648 +7%
HWA
3324
HHM Wealth Advisors
Tennessee
$4.32M +$389K +2,122 +9%
TCM
3325
Tanaka Capital Management
New York
$4.32M -$5.5K -30 -0.1%