Name Holding Trade Value Shares
Change
Change in
Stake
EFG
4126
Ehrlich Financial Group
California
$437K +$103K +1,015 +40%
TCPW
4127
Twin City Private Wealth
North Carolina
$436K +$61.7K +610 +21%
BI
4128
BlueSpruce Investments
Illinois
$436K +$357K +3,530 New
OCM
4129
Octahedron Capital Management
California
$432K -$708K -7,000 -67%
BIM
4130
Barton Investment Management
Pennsylvania
$432K -$152K -1,500 -30%
IVP
4131
Intrinsic Value Partners
Arizona
$432K -$91K -900 -20%
ACM
4132
Argyle Capital Management
Pennsylvania
$432K – – –
CCA
4133
Conestoga Capital Advisors
Pennsylvania
$432K – – –
SFO
4134
Standard Family Office
South Dakota
$432K – – –
MPIA
4135
Mountain Pacific Investment Advisers
Idaho
$431K -$390K -3,860 -53%
RWM
4136
RBA Wealth Management
California
$430K +$24.3K +240 +7%
GTAM
4137
Global Trust Asset Management
Florida
$427K +$49.1K +486 +16%
FFA
4138
Fortune Financial Advisors
Kansas
$426K +$39.1K +387 +13%
AIM
4139
Avity Investment Management
Connecticut
$424K -$87.7K -867 -20%
Legacy Financial Group (Iowa)
4140
Legacy Financial Group (Iowa)
Iowa
$424K +$73.8K +730 +27%
ES
4141
ETF Store
Kansas
$423K -$1.27M -12,515 -79%
HRC
4142
Hoertkorn Richard Charles
$423K +$346K +3,420 New
FSWA
4143
Financial Synergies Wealth Advisors
Texas
$421K +$46.6K +461 +16%
CWM
4144
CarsonAllaria Wealth Management
Illinois
$420K +$33.1K +327 +11%
LRPA
4145
L. Roy Papp & Associates
Arizona
$418K +$9.71K +96 +3%
HPFG
4146
Hart & Patterson Financial Group
Massachusetts
$418K +$10.1K +100 +3%
RFS
4147
Retirement Financial Solutions
Tennessee
$418K +$342K +3,380 New
MMM
4148
Mendel Money Management
Illinois
$416K +$47.5K +470 +16%
APC
4149
Asset Planning Corporation
Tennessee
$415K +$202 +2 +0.1%
CSWG
4150
Cardinal Strategic Wealth Guidance
Kentucky
$413K – – –