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Name Holding Trade Value Shares
Change
Change in
Stake
DIP
2126
DT Investment Partners
Pennsylvania
$308K – – –
MSFP
2127
Mark Sheptoff Financial Planning
Connecticut
$307K – – –
TCWM
2128
Total Clarity Wealth Management
Illinois
$306K -$591K -22,589 -64%
EWM
2129
Elmwood Wealth Management
California
$306K -$7.93K -303 -2%
AWA
2130
AGH Wealth Advisors
Kansas
$306K +$16.1K +615 +5%
SSC
2131
Syverson Strege & Co
Iowa
$306K -$20.2K -773 -6%
CIA
2132
Cape Investment Advisory
Georgia
$306K -$18.3K -700 -5%
WCM
2133
Winthrop Capital Management
Indiana
$305K +$2.22K +85 +0.7%
RFP
2134
Root Financial Partners
California
$304K +$67.3K +2,574 +26%
HFS
2135
Howard Financial Services
Texas
$304K +$40.3K +1,539 +14%
SFG
2136
Sovereign Financial Group
Connecticut
$303K -$56.5K -2,158 -15%
GHC
2137
Great Hill Capital
New York
$303K -$57.5K -2,200 -15%
CC
2138
Cadinha & Co
Hawaii
$303K – – –
BTD
2139
BankPlus Trust Department
Mississippi
$302K -$113K -4,313 -26%
RWP
2140
Revolve Wealth Partners
New Jersey
$302K +$29.1K +1,114 +10%
NFSG
2141
Newbridge Financial Services Group
Florida
$301K +$37.3K +1,426 +13%
AFA
2142
Avant Financial Advisors
Texas
$301K – – –
RMDI
2143
R.M. Davis Inc
Maine
$301K -$21.3K -813 -6%
TBNY
2144
Trustco Bank (New York)
New York
$301K +$50.3K +1,922 +18%
AI
2145
Accredited Investors
Minnesota
$300K -$101K -3,865 -24%
SWM
2146
Sendero Wealth Management
Texas
$299K -$3.71K -142 -1%
LBWM
2147
Left Brain Wealth Management
Illinois
$299K +$125K +4,769 +62%
UAML
2148
US Asset Management LLC
Pennsylvania
$299K +$1.6K +61 +0.5%
PCM
2149
Pavaki Capital Management
Colorado
$299K – – –
NPFS
2150
Novak & Powell Financial Services
Florida
$298K -$4.89K -187 -1%