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Name Holding Trade Value Shares
Change
Change in
Stake
IP
1776
Ignite Planners
California
$376K -$109K -819 -16%
PAM
1777
Private Asset Management
California
$375K +$200K +1,500 +86%
FWP
1778
Falcon Wealth Planning
California
$375K +$432K +3,245 New
CSA
1779
Cottage Street Advisors
Massachusetts
$374K -$639K -4,800 -60%
KOC
1780
Koss-Olinger Consulting
Florida
$374K -$15.4K -116 -3%
MIM
1781
Merrion Investment Management
New Jersey
$373K +$6.65K +50 +2%
IWN
1782
Independent Wealth Network
Iowa
$373K +$88.5K +665 +26%
HFG
1783
Heron Financial Group
New York
$372K -$51.1K -384 -11%
KFS
1784
Kaizen Financial Strategies
California
$372K +$74.8K +562 +21%
OFG
1785
Oxford Financial Group
Indiana
$370K +$20K +150 +5%
WSTAM
1786
Wilbanks Smith & Thomas Asset Management
Virginia
$369K -$6.18M -46,429 -92%
GKWIM
1787
Gerber Kawasaki Wealth & Investment Management
California
$369K -$1.53M -11,473 -78%
EP
1788
Eudaimonia Partners
Tennessee
$368K +$424K +3,185 New
GA
1789
Geller Advisors
New York
$365K +$12.4K +93 +3%
RFN
1790
RDA Financial Network
Iowa
$365K +$240K +1,807 +134%
CWAG
1791
Compton Wealth Advisory Group
Virginia
$363K +$418K +3,143 New
CIAS
1792
CBIZ Investment Advisory Services
Ohio
$362K -$329K -2,471 -44%
NWM
1793
Northcape Wealth Management
New York
$362K +$146K +1,099 +54%
RGF
1794
Retirement Guys Formula
Ohio
$361K +$140K +1,054 +51%
DAM
1795
Deltec Asset Management
New York
$361K +$416K +3,125 New
PWW
1796
Pettyjohn Wood & White
Virginia
$359K -$138K -1,040 -25%
MWA
1797
Moser Wealth Advisors
Washington
$359K +$123K +922 +42%
WSC
1798
Wellington Shields & Co
New York
$358K +$1.33K +10 +0.3%
DCM
1799
Donaldson Capital Management
Indiana
$358K +$20.6K +155 +5%
PB
1800
Pinnacle Bancorp
Nebraska
$357K +$60K +451 +17%