Name Holding Trade Value Shares
Change
Change in
Stake
HWM
5176
HFG Wealth Management
Texas
$296K -$85.2K -489 -24%
MLM
5177
Mount Lucas Management
Pennsylvania
$296K -$21.4K -123 -7%
BOC
5178
Bull Oak Capital
California
$296K – – –
PS
5179
Portfolio Strategies
New York
$295K +$697 +4 +0.2%
AIA
5180
Arbor Investment Advisors
North Carolina
$293K -$8.89K -51 -3%
PA
5181
Probity Advisors
Texas
$293K -$62.1K -356 -19%
EW
5182
Evexia Wealth
Wisconsin
$292K +$20.6K +118 +8%
AC
5183
ASB Consultores
Florida
$291K -$2.28M -13,061 -89%
AIM
5184
AHL Investment Management
Florida
$289K – – –
HFA
5185
Highland Financial Advisors
New Jersey
$289K +$270K +1,549 New
MPW
5186
Melone Private Wealth
Michigan
$288K – – –
TPWM
5187
Twelve Points Wealth Management
Massachusetts
$287K +$872 +5 +0.3%
LA
5188
LWM Advisors
California
$287K -$872 -5 -0.3%
EPW
5189
Evergreen Private Wealth
Colorado
$286K +$28.9K +166 +12%
MWML
5190
M Wealth Management LLC
California
$285K – – –
GAM
5191
Gould Asset Management
California
$285K – – –
CCA
5192
Conestoga Capital Advisors
Pennsylvania
$285K +$5.23K +30 +2%
NC
5193
North Capital
Utah
$285K +$87.5K +502 +49%
SCP
5194
Silverleafe Capital Partners
Tennessee
$285K +$266K +1,526 New
MFG
5195
Mann Financial Group
Minnesota
$284K +$265K +1,523 New
MWA
5196
Merkkuri Wealth Advisors
New York
$284K -$7.84K -45 -3%
GWM
5197
Graybill Wealth Management
Illinois
$283K +$10.3K +59 +4%
CFS
5198
Cannon Financial Strategists
Georgia
$283K +$24.1K +138 +10%
BA
5199
Baugh & Associates
Georgia
$281K -$29.6K -170 -4%
CB
5200
Centennial Bank
Arkansas
$281K – – –