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Name Holding Trade Value Shares
Change
Change in
Stake
MFT
2301
Moisand Fitzgerald Tamayo
Florida
$244K – – –
IWM
2302
IMG Wealth Management
Florida
$241K +$12.4K +488 +5%
EWM
2303
EPG Wealth Management
Georgia
$241K +$1.67K +66 +0.7%
RIA
2304
RPG Investment Advisory
California
$241K +$10.2K +401 +4%
BFA
2305
Benedict Financial Advisors
Georgia
$241K +$1.65K +65 +0.7%
RA
2306
Rodgers & Associates
Pennsylvania
$241K -$9.97K -394 -4%
SCM
2307
Sage Capital Management
New Jersey
$241K -$12.4K -491 -5%
FGWP
2308
Founders Grove Wealth Partners
Virginia
$240K +$29.9K +1,180 +14%
NA
2309
Nottingham Advisors
New York
$240K – – –
Birch Hill Investment Advisors
2310
Birch Hill Investment Advisors
Massachusetts
$239K -$85.3K -3,371 -26%
Bailard
2311
Bailard
California
$239K -$46.6K -1,841 -16%
ITIM
2312
Indiana Trust & Investment Management
Indiana
$239K +$3.01K +119 +1%
AA
2313
Argent Advisors
Louisiana
$238K -$46.9K -1,854 -16%
Heritage Wealth Advisors
2314
Heritage Wealth Advisors
Virginia
$238K – – –
CCS
2315
Concentric Capital Strategies
Connecticut
$238K +$242K +9,571 New
Horizon Kinetics Asset Management
2316
Horizon Kinetics Asset Management
New York
$237K +$11.7K +462 +5%
MAWCM
2317
Mine & Arao Wealth Creation & Management
California
$237K – – –
TFA
2318
Transamerica Financial Advisors
Florida
$237K +$89.8K +3,547 +59%
BI
2319
Breachway Investments
Rhode Island
$237K +$241K +9,529 New
SOAMC
2320
Spirit of America Management Corp
New York
$236K – – –
HT
2321
Headlands Technologies
Illinois
$236K -$63.1K -2,493 -21%
HPM
2322
Hoxton Planning & Management
West Virginia
$235K -$17.6K -695 -7%
FIC
2323
Family Investment Center
Missouri
$235K +$41K +1,621 +21%
IPW
2324
Impact Partnership Wealth
Georgia
$235K -$350K -13,830 -59%
SDAM
2325
Shulman DeMeo Asset Management
New York
$235K -$126K -4,965 -34%