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Name Holding Trade Value Shares
Change
Change in
Stake
ODIJL
2726
One Day In July LLC
Vermont
$358K +$40.5K +845 +14%
OFG
2727
Oxford Financial Group
Indiana
$358K +$335K +6,977 New
AWA
2728
Artemis Wealth Advisors
New York
$356K
BWM
2729
BlackDiamond Wealth Management
New York
$356K -$575 -12 -0.2%
PIM
2730
Profit Investment Management
Maryland
$355K
RIM
2731
RW Investment Management
Idaho
$355K +$332K +6,924 New
AIM
2732
Axiom Investment Management
New York
$355K +$108K +2,254 +48%
CFO
2733
Callan Family Office
Pennsylvania
$355K +$332K +6,922 New
SDH
2734
Sloy Dahl & Holst
Washington
$353K -$24.5K -511 -7%
SWM
2735
Sugarloaf Wealth Management
Georgia
$353K -$49.8K -1,038 -13%
LBC
2736
Lawrence B. Cohen
$352K +$329K +6,866 New
SWIM
2737
Smallwood Wealth Investment Management
New Jersey
$350K +$863 +18 +0.3%
OFG
2738
OmniStar Financial Group
North Carolina
$349K -$850K -17,726 -72%
CPSC
2739
Carl P. Sherr & Co
Massachusetts
$348K -$29.4K -613 -8%
CCM
2740
Crew Capital Management
Ohio
$347K -$25.5K -531 -7%
VBWMG
2741
Von Berge Wealth Management Group
California
$346K +$623 +13 +0.2%
LC
2742
Landaas & Company
Wisconsin
$346K
BBW
2743
Blue Barn Wealth
Utah
$346K -$77.4K -1,614 -19%
LWM
2744
Ledge Wealth Management
Minnesota
$345K
AFM
2745
Andesa Financial Management
Pennsylvania
$345K -$239K -4,984 -43%
AA
2746
Auxano Advisors
Washington
$345K +$384 +8 +0.1%
AFAS
2747
Acorn Financial Advisory Services
Virginia
$344K -$13.3K -277 -4%
SEIA
2748
Signature Estate & Investment Advisors
California
$344K +$16.1K +335 +5%
DCM
2749
DGS Capital Management
New Jersey
$344K +$16.3K +341 +5%
DWA
2750
Delap Wealth Advisory
Oregon
$343K +$321K +6,699 New