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Name Holding Trade Value Shares
Change
Change in
Stake
LF
2501
LifePlan Financial
Minnesota
$255K +$268K +8,864 New
AFAS
2502
Acorn Financial Advisory Services
Virginia
$255K +$2.39K +79 +0.9%
PVM
2503
Palogic Value Management
Texas
$254K
JF
2504
JSF Financial
California
$254K -$78K -2,579 -23%
WCM
2505
Windsor Capital Management
Arizona
$253K -$92.9K -3,073 -26%
CPA
2506
Cardiff Park Advisors
California
$252K
SPFA
2507
Summit Place Financial Advisors
New Jersey
$252K -$877 -29 -0.3%
RFN
2508
Redwood Financial Network
Ohio
$251K -$19.6K -647 -7%
IIL
2509
Insight Inv LLC
California
$251K -$30.2K -1,000 -10%
BIM
2510
Barton Investment Management
Pennsylvania
$250K
CCM
2511
Carlson Capital Management
Minnesota
$250K -$147K -4,855 -36%
SC
2512
Steph & Co
Wisconsin
$250K -$91K -3,009 -26%
MW
2513
Maia Wealth
Colorado
$249K +$262K +8,654 New
SWM
2514
Sterling Wealth Management
Illinois
$249K +$261K +8,649 New
AC
2515
Annandale Capital
Texas
$249K +$63.1K +2,087 +32%
CFG
2516
Carr Financial Group
Massachusetts
$248K -$72.3K -2,393 -22%
CIA
2517
Cape Investment Advisory
Georgia
$248K +$13.9K +459 +6%
GFPC
2518
Global Financial Private Client
Florida
$247K -$1.97K -65 -0.8%
RG
2519
Retirement Group
California
$247K +$49.4K +1,634 +24%
JGGDR
2520
JGP Global Gestao de Recursos
Brazil
$247K -$816 -27 -0.3%
LPAM
2521
Lodestar Private Asset Management
California
$246K -$124K -4,114 -32%
HNW
2522
High Note Wealth
Minnesota
$246K -$97K -3,209 -27%
MBI
2523
May Barnhard Investments
Maryland
$246K +$258K +8,540 New
WAM
2524
Walker Asset Management
Missouri
$245K +$258K +8,527 New
CFA
2525
Cahill Financial Advisors
Minnesota
$245K -$33.5K -1,109 -12%