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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
5176
DMKC Advisory Services
Iowa
$652K -$182K -990 -21%
OWA
5177
Oak Wealth Advisors
Illinois
$651K +$284K +1,550 +71%
PWM
5178
PTM Wealth Management
United States
$649K +$320K +1,746 +91%
CWP
5179
Clark Wealth Partners
Illinois
$649K -$28.8K -157 -4%
DMBA
5180
Deseret Mutual Benefit Administrators
Utah
$647K +$367K +2,002 +117%
PCM
5181
Peirce Capital Management
Texas
$647K – – –
OIS
5182
Okabena Investment Services
Minnesota
$645K +$58.3K +318 +9%
IVP
5183
Intrinsic Value Partners
Arizona
$644K – – –
SIA
5184
Sovereign Investment Advisors
Arizona
$640K +$673K +3,671 New
BIM
5185
Barton Investment Management
Pennsylvania
$639K -$64.2K -350 -9%
5SA
5186
5th Street Advisors
Connecticut
$638K -$36.1K -197 -5%
GS
5187
Gagnon Securities
New York
$637K -$3.09M -16,862 -82%
CWM
5188
Chronos Wealth Management
Florida
$635K +$302K +1,648 +83%
BIA
5189
BHK Investment Advisors
Alabama
$633K +$51.4K +280 +8%
BWM
5190
Base Wealth Management
Florida
$631K -$264K -1,439 -28%
FRM
5191
Fox Run Management
Connecticut
$630K +$699K +3,812 New
OFG
5192
Omega Financial Group
California
$628K +$15.6K +85 +2%
FF
5193
Farnam Financial
Arizona
$627K -$183K -1,000 -22%
T
5194
TrueFG
Texas
$627K +$14.3K +78 +2%
CFP
5195
Cypress Financial Planning
New Jersey
$626K +$69.3K +378 +12%
Causeway Capital Management
5196
Causeway Capital Management
California
$626K -$31K -169 -4%
WCM
5197
WealthTrak Capital Management
Virginia
$623K +$1.28K +7 +0.2%
IWB
5198
Innovative Wealth Building
Maryland
$623K +$209K +1,140 +47%
PA
5199
Prism Advisors
California
$622K +$13.2K +72 +2%
NA
5200
Nottingham Advisors
New York
$620K -$16.5K -90 -2%