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Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
2076
Ritter Daniher Financial Advisory
Ohio
$384K
WAG
2077
Winthrop Advisory Group
Massachusetts
$383K -$40.9K -1,538 -10%
CS
2078
CapitalatWork SA
$383K
CAM
2079
Clark Asset Management
New Hampshire
$383K -$2.4K -90 -0.7%
CHJWM
2080
Carlton Hofferkamp & Jenks Wealth Management
Texas
$381K -$25.1K -943 -6%
GS
2081
GWN Securities
Florida
$381K -$35.9K -1,349 -9%
FAT
2082
First American Trust
California
$381K +$25.1K +941 +7%
AU
2083
AlphaGrep UK
$380K +$361K +13,541 New
SIA
2084
SGL Investment Advisors
Montana
$380K +$4.95K +186 +1%
BF
2085
bLong Financial
Tennessee
$380K +$5.33K +200 +2%
FPW
2086
Flywheel Private Wealth
California
$380K
PAG
2087
Powers Advisory Group
Illinois
$379K +$3.09K +116 +0.9%
AFW
2088
Atlantic Family Wealth
Florida
$379K +$6.66K +250 +2%
NIA
2089
NIA Impact Advisors
California
$378K -$78.7K -2,955 -18%
SSC
2090
Syverson Strege & Co
Iowa
$378K -$16.2K -608 -4%
CW
2091
Channel Wealth
California
$378K -$21.9K -822 -6%
CPSAC
2092
Chas P. Smith & Associates (CPS)
Florida
$377K -$70.6K -2,652 -16%
UWP
2093
Uniting Wealth Partners
Kansas
$377K -$8.47K -318 -2%
KWM
2094
Keebeck Wealth Management
Illinois
$377K +$118K +4,445 +50%
CIA
2095
Cape Investment Advisory
Georgia
$376K -$6.1K -229 -2%
BPW
2096
BlueDoor Private Wealth
Massachusetts
$376K
ES
2097
Eagle Strategies
New York
$375K +$4.45K +167 +1%
LRPA
2098
L. Roy Papp & Associates
Arizona
$374K +$3.06K +115 +0.9%
HHCP
2099
Hilton Head Capital Partners
South Carolina
$373K -$6.23K -234 -2%
RMDI
2100
R.M. Davis Inc
Maine
$373K +$39.7K +1,493 +13%