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Name Holding Trade Value Shares
Change
Change in
Stake
OL
1501
Optas LLC
Texas
$229K +$2.52K +17 +1%
WIC
1502
Woodmont Investment Counsel
Tennessee
$229K -$148K -997 -37%
MIM
1503
Moseley Investment Management
Florida
$229K +$33.1K +223 +15%
XSC
1504
X-Square Capital
Puerto Rico
$228K -$382K -2,574 -60%
FANJ
1505
Financial Architects (New Jersey)
New Jersey
$228K +$12.5K +84 +5%
LFG
1506
Leverty Financial Group
Wisconsin
$226K -$50.2K -338 -16%
SAM
1507
Secure Asset Management
Michigan
$225K +$253K +1,706 New
SWA
1508
SFMG Wealth Advisors
Texas
$225K -$165K -1,115 -40%
GC
1509
GFG Capital
Florida
$224K -$100K -675 -28%
MIM
1510
Merrion Investment Management
New Jersey
$224K
TC
1511
TradeLink Capital
Illinois
$224K +$252K +1,700 New
CTWM
1512
Cherry Tree Wealth Management
Minnesota
$223K +$251K +1,692 New
RWA
1513
Redhawk Wealth Advisors
Minnesota
$222K +$6.53K +44 +3%
MIP
1514
Marietta Investment Partners
Wisconsin
$222K -$500K -3,372 -67%
TPW
1515
TL Private Wealth
Texas
$221K -$145K -975 -37%
RMDI
1516
R.M. Davis Inc
Maine
$220K -$101K -680 -29%
CWM
1517
Connecticut Wealth Management
Connecticut
$220K -$304K -2,050 -55%
IAS
1518
Investment Advisory Services
Texas
$219K -$134K -903 -35%
LCGC
1519
Legacy Capital Group California
California
$219K +$6.38K +43 +3%
BFA
1520
Beaumont Financial Advisors
Massachusetts
$219K +$246K +1,660 New
SIA
1521
Soltis Investment Advisors
Utah
$219K +$11K +74 +5%
HI
1522
Hoey Investments
Pennsylvania
$218K -$112K -756 -31%
WCWM
1523
Willow Creek Wealth Management
California
$218K +$1.19K +8 +0.5%
GWWM
1524
Great Waters Wealth Management
Minnesota
$218K -$131K -885 -35%
CWA
1525
CM Wealth Advisors
Ohio
$218K +$240K +1,616 New