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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1901
Beaird Harris Wealth Management
Texas
$374K -$118K -4,645 -24%
TF
1902
Tudor Financial
Ohio
$373K -$12.9K -508 -3%
MA
1903
MCF Advisors
Kentucky
$373K +$96K +3,791 +34%
BOC
1904
Barbara Oil Co
Illinois
$373K
ICP
1905
Interchange Capital Partners
Pennsylvania
$372K +$52K +2,053 +16%
PPH
1906
Pure Portfolios Holdings
Oregon
$372K +$112K +4,431 +42%
EIP
1907
Ellis Investment Partners
Pennsylvania
$371K +$379K +14,954 New
AWAP
1908
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$371K -$13K -512 -3%
MFWP
1909
Mosaic Family Wealth Partners
Missouri
$371K -$31K -1,223 -8%
1WM
1910
1900 Wealth Management
Texas
$370K -$13.5K -532 -3%
BWM
1911
BlackDiamond Wealth Management
New York
$370K -$18.1K -716 -5%
OP
1912
ORG Partners
Indiana
$370K -$19.6K -774 -5%
PWMG
1913
Prestige Wealth Management Group
New Jersey
$370K -$524K -20,708 -58%
KIA
1914
Koenig Investment Advisory
Oregon
$369K +$340K +13,424 New
HIM
1915
Hanlon Investment Management
New Jersey
$368K +$89.8K +3,547 +31%
WEG
1916
World Equity Group
Illinois
$368K -$27.4K -1,084 -7%
LI
1917
Lafayette Investments
Maryland
$368K +$82.2K +3,246 +28%
IBOK
1918
Independence Bank of Kentucky
Kentucky
$368K +$1.34K +53 +0.4%
BWMG
1919
Barnes Wealth Management Group
California
$368K +$12.7K +502 +4%
NECFA
1920
New England Capital Financial Advisors
Connecticut
$366K +$835 +33 +0.2%
QL
1921
Quarry LP
New York
$365K -$81.1K -3,204 -18%
OFO
1922
OneAscent Family Office
Alabama
$364K +$86K +3,397 +30%
TWM
1923
Tradition Wealth Management
Minnesota
$364K -$26.9K -1,062 -7%
RYA
1924
Richard Young Associates
Georgia
$363K +$370K +14,627 New
FSBI
1925
Fearless Solutions (Best Invest)
Texas
$363K +$4.35K +172 +1%