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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2276
SOA Wealth Advisors
New York
$243K -$15K -103 -5%
TFIPS
2277
Towarzystwo Funduszy Inwestycyjnych PZU SA
$242K -$50.4K -345 -16%
BOSSRA
2278
B.O.S.S. Retirement Advisors
Utah
$242K -$10.2K -70 -4%
SIAG
2279
Safeguard Investment Advisory Group
California
$241K -$36.1K -247 -12%
GAA
2280
Guardian Asset Advisors
Pennsylvania
$240K +$27.9K +191 +11%
SSC
2281
Syverson Strege & Co
Iowa
$240K -$26.7K -183 -9%
LA
2282
Latitude Advisors
Florida
$239K -$76K -521 -22%
BCM
2283
Boreal Capital Management
Florida
$239K -$132K -902 -33%
SIM
2284
Stratos Investment Management
Ohio
$239K -$109K -749 -29%
JTF
2285
J. Team Financial
Texas
$238K -$34.6K -237 -11%
HCM
2286
Howland Capital Management
Massachusetts
$238K -$21.9K -150 -8%
DCBT
2287
Dakota Community Bank & Trust
North Dakota
$237K -$1.17K -8 -0.4%
RWM
2288
Revisor Wealth Management
Ohio
$235K -$1.9K -13 -0.7%
SWM
2289
Sandro Wealth Management
New Jersey
$235K +$28K +192 +12%
WF
2290
Womack Financial
Texas
$235K -$2.48K -17 -0.9%
WPP
2291
Whalerock Point Partners
Rhode Island
$235K
RC
2292
Roundview Capital
New Jersey
$234K +$876 +6 +0.3%
HP
2293
Holistic Planning
Texas
$234K +$13.7K +94 +5%
KLI
2294
Kelman-Lazarov Inc
Tennessee
$234K -$10.4K -71 -4%
PWW
2295
Pettyjohn Wood & White
Virginia
$234K
SPWM
2296
Schrum Private Wealth Management
Florida
$234K -$14.7K -101 -5%
AWA
2297
Argos Wealth Advisors
California
$234K +$7.74K +53 +3%
DWP
2298
Destiny Wealth Partners
Florida
$234K +$265K +1,813 New
XWL
2299
XXI Wealth LLC
Illinois
$233K -$47K -322 -15%
WFI
2300
West Family Investments
California
$233K -$296K -2,029 -53%