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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
2301
Chapman Financial Group
Hawaii
$259K +$249K +10,695 New
SWA
2302
Strata Wealth Advisors
Texas
$259K +$249K +10,692 New
COCM
2303
Charter Oak Capital Management
New Hampshire
$258K +$10.4K +444 +4%
OAM
2304
Oak Asset Management
California
$257K -$38.5K -1,650 -13%
NJIM
2305
Nabity-Jensen Investment Management
Nebraska
$257K -$34.9K -1,497 -12%
MFG
2306
Midwest Financial Group
Kansas
$256K +$7.42K +318 +3%
PWM
2307
Pines Wealth Management
North Carolina
$254K -$22K -942 -9%
GCA
2308
Gradient Capital Advisors
California
$254K -$62.4K -2,676 -20%
DAM
2309
Diamant Asset Management
Connecticut
$254K
PAS
2310
PKS Advisory Services
New York
$253K -$60.5K -2,596 -20%
BCMLT
2311
Beacon Capital Management LLC (Tennessee)
Tennessee
$252K -$10.8K -465 -4%
SWA
2312
Strategies Wealth Advisors
Michigan
$252K +$2.24K +96 +0.9%
LSA
2313
Lion Street Advisors
Texas
$252K +$15.4K +660 +7%
EIG
2314
Ellenbecker Investment Group
Wisconsin
$251K +$3.27K +140 +1%
HBW
2315
Hazlett, Burt & Watson
West Virginia
$251K -$112K -4,798 -31%
BPC
2316
Banque Pictet & Cie
Switzerland
$251K
BFA
2317
Beaumont Financial Advisors
Massachusetts
$251K -$62.1K -2,664 -20%
HA
2318
Hamel Associates
New Jersey
$251K
JPLA
2319
Joseph P. Lucia & Associates
New York
$249K -$234K -10,044 -49%
EWM
2320
Elmwood Wealth Management
California
$249K -$1.05K -45 -0.4%
VC
2321
Vicus Capital
Pennsylvania
$249K -$31.8K -1,363 -12%
LFP
2322
Lakeshore Financial Planning
Michigan
$249K -$326 -14 -0.1%
NIA
2323
NIA Impact Advisors
California
$248K +$24K +1,027 +11%
ES
2324
ETF Store
Kansas
$248K +$11.7K +503 +5%
GAM
2325
Gemmer Asset Management
California
$248K +$239K +10,231 New