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Name Holding Trade Value Shares
Change
Change in
Stake
DI
2701
DFPG Investments
Utah
$290K -$171K -3,519 -35%
HFP
2702
Holistic Financial Partners
Indiana
$290K +$1.31K +27 +0.4%
IAG
2703
Investment Advisory Group
Massachusetts
$289K +$10K +206 +3%
BWA
2704
Beam Wealth Advisors
Louisiana
$289K +$17.4K +358 +6%
PP
2705
Patron Partners
Texas
$289K +$82.6K +1,699 +35%
MGAM
2706
McGowan Group Asset Management
Texas
$288K +$1.8K +37 +0.6%
SG
2707
Somerset Group
Minnesota
$287K +$97 +2 +0%
PWS
2708
Precision Wealth Strategies
Missouri
$287K +$8.46K +174 +3%
ATIA
2709
American Trust Investment Advisors
New Hampshire
$286K +$12.1K +250 +4%
CWM
2710
Campbell Wealth Management
Virginia
$286K +$50.8K +1,045 +19%
HFRG
2711
Houlihan Financial Resource Group
Virginia
$285K +$297K +6,113 New
CM
2712
Castleark Management
Illinois
$284K
FS
2713
Ferguson Shapiro
Georgia
$284K +$316K +6,498 New
B
2714
Barings
North Carolina
$283K -$1.34M -27,562 -81%
TI
2715
Truepoint Inc
Ohio
$282K -$148K -3,038 -32%
LWP
2716
Lumature Wealth Partners
Georgia
$282K
AIP
2717
Ahrens Investment Partners
Louisiana
$282K +$1.31K +27 +0.4%
BCP
2718
Blue Chip Partners
Michigan
$282K +$10.1K +208 +3%
EI
2719
Ellevest Inc
New York
$282K +$95.5K +1,966 +44%
GIP
2720
Greatmark Investment Partners
Georgia
$281K -$71.7K -1,475 -19%
OPWM
2721
Oxinas Partners Wealth Management
Indiana
$281K +$2.82K +58 +0.9%
SFS
2722
Security Financial Services
Indiana
$280K -$4.28K -88 -1%
FA
2723
Financial Avengers
California
$280K -$97 -2 -0%
AAM
2724
Ascension Asset Management
New York
$280K
AC
2725
Annandale Capital
Texas
$280K +$97 +2 +0%