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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1801
TruWealth Advisors
Louisiana
$323K +$68.9K +3,605 +27%
SL
1802
Sentinus LLC
Illinois
$323K +$321K +16,784 New
MAM
1803
MMA Asset Management
Pennsylvania
$323K +$19.5K +1,018 +6%
PA
1804
PSI Advisors
Florida
$322K -$20.7K -1,083 -6%
AIA
1805
AIMZ Investment Advisors
California
$321K -$956 -50 -0.3%
Aspiriant LLC
1806
Aspiriant LLC
California
$321K +$13.1K +685 +4%
ERIC
1807
Eagle Rock Investment Company
Georgia
$321K -$208K -10,880 -39%
MLFP
1808
MPS Loria Financial Planners
Illinois
$321K +$11.2K +586 +4%
NRD
1809
Nebula Research & Development
New York
$321K +$318K +16,662 New
PFA
1810
Peak Financial Advisors
Colorado
$321K -$8.98K -470 -3%
AlphaCore Capital
1811
AlphaCore Capital
California
$320K +$93K +4,866 +41%
PWM
1812
Paulson Wealth Management
Illinois
$319K -$1.93K -101 -0.6%
IIA
1813
IPG Investment Advisors
California
$319K – – –
BCP
1814
Berkeley Capital Partners
Georgia
$319K +$440 +23 +0.1%
SIS
1815
Strategic Investment Solutions
Illinois
$319K -$17.8K -929 -5%
IAG
1816
Investment Advisory Group
Massachusetts
$318K +$401 +21 +0.1%
CBT
1817
Central Bank & Trust
Kentucky
$318K +$31.6K +1,656 +11%
MWC
1818
MBM Wealth Consultants
Missouri
$317K – – –
TFCP
1819
Twin Focus Capital Partners
Massachusetts
$317K +$119K +6,222 +61%
MIC
1820
Means Investment Company
Maine
$316K +$726 +38 +0.2%
RA
1821
Ruggaard & Associates
Ohio
$316K +$314K +16,419 New
RHDIC
1822
R.H. Dinel Investment Counsel
California
$316K – – –
M&G Investment Management
1823
M&G Investment Management
United Kingdom
$315K – – –
QC
1824
Quent Capital
New York
$314K +$8.7K +455 +3%
PWM
1825
Prosperity Wealth Management
California
$314K -$8.68K -454 -3%