Name Holding Trade Value Shares
Change
Change in
Stake
MIM
2151
MTM Investment Management
South Carolina
$379K -$118K -4,354 -23%
NG
2152
Novem Group
New York
$378K +$387K +14,266 New
RP
2153
Raelipskie Partnership
Ontario, Canada
$378K -$17.9K -660 -4%
AWA
2154
Acorn Wealth Advisors
Michigan
$377K +$22K +812 +6%
VCM
2155
Vivaldi Capital Management
Illinois
$376K -$2.96K -109 -0.8%
CAL
2156
Capital Advisors Ltd
Ohio
$376K -$4.96K -183 -1%
MWA
2157
Medallion Wealth Advisors
Connecticut
$376K +$388K +14,303 New
PFT
2158
Providence First Trust
Arizona
$375K – – –
FFWM
2159
Future Financial Wealth Management
Ohio
$375K +$20.4K +753 +6%
PGWM
2160
Pitti Group Wealth Management
New York
$375K +$383K +14,126 New
IAP
2161
Indie Asset Partners
Indiana
$374K -$42.3K -1,559 -10%
BOM
2162
Bank of Marin
California
$374K +$154K +5,670 +67%
MCWA
2163
Meadow Creek Wealth Advisors
Georgia
$374K -$22.9K -845 -6%
ACP
2164
Argyle Capital Partners
California
$374K +$382K +14,082 New
BWA
2165
Burt Wealth Advisors
Maryland
$373K -$24K -886 -6%
WTFG
2166
Wells Trecaso Financial Group
Ohio
$372K -$9.01K -332 -2%
EW
2167
Element Wealth
Mississippi
$372K -$35.1K -1,294 -8%
AIM
2168
Acropolis Investment Management
Missouri
$372K +$8.52K +314 +2%
MPWS
2169
McCarter Private Wealth Services
Massachusetts
$372K +$8.44K +311 +2%
AIS
2170
American Investment Services
Massachusetts
$371K +$380K +14,002 New
LI
2171
LifeWealth Investments
Florida
$371K +$380K +14,001 New
AP
2172
Atwood & Palmer
Missouri
$370K -$54.3K -2,000 -13%
PAG
2173
Powers Advisory Group
Illinois
$370K -$868 -32 -0.2%
JCIA
2174
Jackson Creek Investment Advisors
Colorado
$369K -$64.1K -2,364 -15%
CYG
2175
Clean Yield Group
Vermont
$369K -$7.19K -265 -2%