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Name Holding Trade Value Shares
Change
Change in
Stake
DI
2176
Disciplined Investors
Texas
$238K +$248K +11,023 New
WA
2177
Wealthstar Advisors
Texas
$237K +$235K +10,430 New
SXL
2178
Summit X LLC
Missouri
$237K -$10.4K -463 -4%
MA
2179
MKT Advisors
California
$237K +$6.08K +270 +3%
Horizon Kinetics Asset Management
2180
Horizon Kinetics Asset Management
New York
$237K +$234K +10,400 New
BTIM
2181
BancFirst Trust & Investment Management
Oklahoma
$236K – – –
DPW
2182
DiNuzzo Private Wealth
Pennsylvania
$236K +$35.3K +1,569 +18%
MWM
2183
Melfa Wealth Management
Massachusetts
$235K +$3.89K +173 +2%
CLA (CliftonLarsonAllen) Wealth Advisors
2184
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$235K -$30.2K -1,340 -11%
MWM
2185
Mindset Wealth Management
Indiana
$235K -$64.3K -2,856 -22%
EWM
2186
Endowment Wealth Management
Wisconsin
$235K -$2.54K -113 -1%
HBW
2187
Hazlett, Burt & Watson
West Virginia
$235K +$37.4K +1,663 +19%
TSMHT
2188
Thurston Springer Miller Herd & Titak
Indiana
$234K +$51K +2,266 +28%
CWA
2189
CJM Wealth Advisers
Virginia
$234K -$1.1K -49 -0.5%
LAM
2190
Longboard Asset Management
Arizona
$233K +$231K +10,254 New
Eagle Global Advisors
2191
Eagle Global Advisors
Texas
$233K +$230K +10,235 New
OFO
2192
OneAscent Family Office
Alabama
$233K +$230K +10,235 New
GAM
2193
Gemmer Asset Management
California
$233K +$230K +10,223 New
CFG
2194
Carr Financial Group
Massachusetts
$233K +$8.42K +374 +4%
API
2195
Asset Planning Inc
California
$232K +$230K +10,203 New
MMHP
2196
Murphy Middleton Hinkle & Parker
Georgia
$232K -$15.8K -700 -6%
MAWCM
2197
Mine & Arao Wealth Creation & Management
California
$232K – – –
FGC
2198
Financial Gravity Companies
Texas
$232K +$219K +9,745 +2,146%
IWA
2199
IVC Wealth Advisors
Pennsylvania
$232K -$16.5K -733 -7%
BOPW
2200
Brandywine Oak Private Wealth
Pennsylvania
$232K -$19.1K -849 -8%