Name Holding Trade Value Shares
Change
Change in
Stake
RF
1926
RHS Financial
California
$427K +$54.1K +1,963 +15%
JC
1927
Jacobs & Co
California
$426K -$4K -145 -1%
CMTU
1928
Capital Markets Trading (UK)
United Kingdom
$426K +$406K +14,735 New
IIA
1929
Integral Investment Advisors
California
$424K -$20.8K -753 -5%
BAM
1930
Blueshift Asset Management
New Jersey
$423K +$403K +14,632 New
BMWS
1931
Brady Martz Wealth Solutions
North Dakota
$423K +$54.3K +1,969 +16%
FPW
1932
Fairvoy Private Wealth
Alabama
$423K +$38.2K +1,385 +10%
SCM
1933
Steele Capital Management
Iowa
$423K -$20.1K -728 -5%
CWS
1934
Cypress Wealth Services
California
$422K +$14.8K +538 +4%
TWM
1935
TCFG Wealth Management
California
$422K -$19.5K -708 -5%
VIPI
1936
Vista Investment Partners II
Indiana
$422K -$413 -15 -0.1%
BTW
1937
Boston Trust Walden
Massachusetts
$422K -$68K -2,466 -14%
CIA
1938
Citadel Investment Advisory
Ohio
$421K -$41.5K -1,506 -9%
OP
1939
ORG Partners
Indiana
$420K +$25.8K +938 +7%
PCMU
1940
Paragon Capital Management (Utah)
Utah
$420K -$13.8K -500 -3%
SPWM
1941
Spartan Planning & Wealth Management
North Carolina
$420K +$102K +3,692 +34%
TWP
1942
Tempus Wealth Planning
California
$419K +$827 +30 +0.2%
CIA
1943
Cohen Investment Advisors
New Hampshire
$419K -$23.8K -863 -6%
CPA
1944
Cardiff Park Advisors
California
$419K +$22.5K +818 +6%
MSFP
1945
Mark Sheptoff Financial Planning
Connecticut
$417K +$3.25K +118 +0.8%
TFS
1946
Thoroughbred Financial Services
Tennessee
$417K -$162K -5,883 -29%
SDAM
1947
Shulman DeMeo Asset Management
New York
$417K +$165 +6 +0%
FSBI
1948
Fearless Solutions (Best Invest)
Texas
$417K +$1.21K +44 +0.3%
WCM
1949
Windsor Capital Management
Arizona
$416K -$55.1K -2,000 -12%
M
1950
MOTCO
Texas
$416K +$44.5K +1,615 +12%