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Name Holding Trade Value Shares
Change
Change in
Stake
TB
5026
Terril Brothers
Missouri
$410K +$383K +2,200 New
ORG
5027
Optimist Retirement Group
Washington
$410K -$45.3K -260 -11%
NPI
5028
New Perspectives Inc
Mississippi
$408K – – –
HBCM
5029
Heron Bay Capital Management
Michigan
$406K -$523 -3 -0.1%
FF
5030
Friedenthal Financial
New Jersey
$405K +$523 +3 +0.1%
Check Capital Management
5031
Check Capital Management
California
$401K +$5.23K +30 +1%
QFPS
5032
Quantum Financial Planning Services
Washington
$400K +$374K +2,146 New
PWP
5033
PrairieView Wealth Partners
Illinois
$399K +$1.92K +11 +0.5%
OC
5034
OxenFree Capital
Florida
$398K +$872 +5 +0.2%
PPA
5035
Painted Porch Advisors
California
$398K +$5.93K +34 +2%
AFA
5036
Avant Financial Advisors
Texas
$397K +$174 +1 +0%
WFA
5037
Websterrogers Financial Advisors
South Carolina
$395K +$9.41K +54 +3%
NWM
5038
Navigoe Wealth Management
California
$394K +$44.8K +257 +14%
VWWMG
5039
Vermillion & White Wealth Management Group
Pennsylvania
$393K +$13.1K +75 +4%
SAM
5040
Shikiar Asset Management
New York
$393K +$368K +2,109 New
WMWM
5041
Wilkins Miller Wealth Management
Alabama
$392K +$13.4K +77 +4%
CWA
5042
Cascade Wealth Advisors
Washington
$391K – – –
CAP
5043
Columbia Advisory Partners
Washington
$390K -$96.6K -554 -21%
SSW
5044
Stone Summit Wealth
Florida
$390K -$2.27K -13 -0.6%
FWWM
5045
Fiscal Wisdom Wealth Management
Connecticut
$390K +$377K +2,161 New
RFA
5046
RTD Financial Advisors
Pennsylvania
$388K +$362K +2,077 New
CA
5047
Cortland Associates
Missouri
$387K -$872 -5 -0.2%
FDDB
5048
Fidelity D&D Bancorp
Pennsylvania
$387K -$42.2K -242 -10%
FA
5049
FC Advisory
Pennsylvania
$385K – – –
PGA
5050
Portland Global Advisors
Maine
$385K +$360K +2,064 New