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Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
1526
Deseret Mutual Benefit Administrators
Utah
$536K -$20.5K -909 -4%
RFA
1527
Rollins Financial Advisors
New York
$536K +$252K +11,218 +91%
OL
1528
one8zero8 LLC
North Carolina
$534K +$528K +23,463 New
CPA
1529
Court Place Advisors
Maryland
$534K -$22.2K -987 -4%
EFG
1530
Elios Financial Group
Ohio
$534K -$3.4K -151 -0.6%
LF
1531
LifePlan Financial
Minnesota
$533K -$38K -1,689 -7%
DWM
1532
Drive Wealth Management
Utah
$533K +$103K +4,594 +24%
VWM
1533
Venturi Wealth Management
Texas
$533K +$188K +8,349 +56%
CAAM
1534
Cornerstone Advisors Asset Management
Pennsylvania
$532K +$2.21K +98 +0.4%
FC
1535
Fusion Capital
South Carolina
$530K +$3.26K +145 +0.6%
DCM
1536
Dudley Capital Management
Virginia
$529K -$7.88K -350 -1%
IPWA
1537
International Private Wealth Advisors
California
$529K +$59.4K +2,640 +13%
CCFCSB
1538
Cape Cod Five Cents Savings Bank
Massachusetts
$528K
SCM
1539
SOL Capital Management
Maryland
$527K -$12.6K -558 -2%
FS
1540
Ferguson Shapiro
Georgia
$527K +$16.6K +739 +3%
RSWM
1541
Robertson Stephens Wealth Management
California
$527K -$46.4K -2,060 -8%
EGWAG
1542
Elwood & Goetz Wealth Advisory Group
Georgia
$526K -$82.9K -3,684 -14%
BFG
1543
Birch Financial Group
New Hampshire
$525K +$519K +23,057 New
ACI
1544
Alpha Cubed Investments
California
$525K -$79.7K -3,540 -13%
AIM
1545
Acropolis Investment Management
Missouri
$525K +$3.94K +175 +0.8%
RW
1546
Rede Wealth
Virginia
$524K
EWS
1547
Eagle Wealth Strategies
New Jersey
$523K +$5.06K +225 +1%
HG
1548
Harbor Group
New Hampshire
$523K +$338 +15 +0.1%
WRPWM
1549
Werba Rubin Papier Wealth Management
California
$523K +$8.37K +372 +2%
BMC
1550
Benin Management Corp
Connecticut
$523K -$15.8K -700 -3%