Name Holding Trade Value Shares
Change
Change in
Stake
ACM
4401
Andina Capital Management
Utah
$286K -$183K -1,552 -40%
OLA
4402
Oliver Luxxe Assets
New Jersey
$285K +$17.1K +145 +7%
OC
4403
OxenFree Capital
Florida
$284K – – –
WAS
4404
Wealth Advisory Solutions
Indiana
$284K +$276K +2,337 New
LAM
4405
Lakewood Asset Management
Illinois
$283K -$22.4K -190 -8%
HG
4406
Harbor Group
New Hampshire
$283K +$3.07K +26 +1%
BBNB
4407
Baker Boyer National Bank
Washington
$283K +$35.1K +297 +15%
MI
4408
Moneywise Inc
Virginia
$282K -$827 -7 -0.3%
CAAM
4409
Cornerstone Advisors Asset Management
Pennsylvania
$280K +$273K +2,308 New
BIA
4410
BHK Investment Advisors
Alabama
$279K +$52.6K +445 +24%
TA
4411
Tectonic Advisors
Texas
$279K +$30K +254 +12%
LWM
4412
Luminvest Wealth Management
Arizona
$278K – – –
IPA
4413
Investment Planning Advisors
Georgia
$278K – – –
FFA
4414
Fortune Financial Advisors
Kansas
$277K -$138K -1,165 -34%
SL
4415
Salomon & Ludwin
Virginia
$277K -$64K -542 -19%
PPW
4416
Presilium Private Wealth
Pennsylvania
$276K – – –
TWP
4417
Total Wealth Planning
Ohio
$276K +$9.21K +78 +4%
GFG
4418
GR Financial Group
Arizona
$276K +$5.32K +45 +2%
AA
4419
AJ Advisors
Tennessee
$276K -$106K -895 -28%
SIMC
4420
Squire Investment Management Company
Utah
$276K -$9.92K -84 -4%
MAWAG
4421
Mid-American Wealth Advisory Group
Missouri
$275K +$13.2K +112 +5%
LIS
4422
Legacy Investment Solutions
Idaho
$275K +$222K +1,881 New
LWMI
4423
Legacy Wealth Management (Idaho)
Idaho
$275K +$222K +1,881 New
PWMG
4424
Pinnacle Wealth Management Group
Michigan
$275K – – –
IAMOG
4425
Investors Asset Management of Georgia
Georgia
$275K +$20.7K +175 +8%