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Name Holding Trade Value Shares
Change
Change in
Stake
DPIM
2201
Duff & Phelps Investment Management
Illinois
$362K -$1.44M -52,188 -80%
IIM
2202
InTrack Investment Management
Vermont
$361K -$670K -24,338 -65%
SIM
2203
Stratos Investment Management
Ohio
$361K -$68.3K -2,479 -16%
CAS
2204
Coppell Advisory Solutions
Texas
$361K +$355K +12,911 New
SI
2205
Seeds Investor
New York
$361K +$355K +12,908 New
LT
2206
Legacy Trust
Michigan
$361K -$54.6K -1,982 -13%
SWS
2207
SYSTM Wealth Solutions
Illinois
$360K -$1.75M -63,508 -83%
IGGA
2208
Iron Gate Global Advisors
Utah
$360K +$248 +9 +0.1%
SPL
2209
Smart Portfolios LLC
Washington
$360K +$31K +1,125 +10%
NPFS
2210
Novak & Powell Financial Services
Florida
$359K +$661 +24 +0.2%
N
2211
Numerai
California
$357K -$983K -35,702 -74%
KWM
2212
Kaydan Wealth Management
Michigan
$357K -$42.4K -1,539 -11%
NF
2213
Nikulski Financial
Iowa
$356K -$228K -8,296 -39%
SPI
2214
Sutton Place Investors
New York
$356K -$591K -21,484 -63%
HFS
2215
Howard Financial Services
Texas
$356K +$4.29K +156 +1%
AWA
2216
Acorn Wealth Advisors
Michigan
$355K +$62.9K +2,286 +22%
LIM
2217
Loudon Investment Management
New Hampshire
$355K +$349K +12,685 New
BWM
2218
BKM Wealth Management
Wisconsin
$354K -$106K -3,845 -41%
FFC
2219
First Financial Corp
Indiana
$354K -$21.6K -785 -6%
HAM
2220
Harmony Asset Management
Arizona
$353K +$348K +12,622 New
MIM
2221
Moseley Investment Management
Florida
$352K +$110 +4 +0%
GIA
2222
GHP Investment Advisors
Colorado
$352K +$17.1K +620 +5%
OHWA
2223
Oak Hill Wealth Advisors
Virginia
$352K +$347K +12,588 New
LA
2224
LexAurum Advisors
Kansas
$352K +$10.7K +390 +3%
RFN
2225
RDA Financial Network
Iowa
$351K -$11.3K -409 -3%