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Name Holding Trade Value Shares
Change
Change in
Stake
OPA
3276
Old Port Advisors
Maine
$340K +$1.61K +5 +0.6%
OA
3277
Operose Advisors
Wisconsin
$339K -$66.9K -208 -20%
AWM
3278
Altus Wealth Management
Kentucky
$339K -$72.1K -224 -21%
EWS
3279
Evergreen Wealth Solutions
Pennsylvania
$339K +$3.86K +12 +1%
DI
3280
Disciplined Investors
Texas
$338K +$270K +839 New
CWA
3281
CJM Wealth Advisers
Virginia
$337K -$81.1K -252 -23%
CA
3282
Callahan Advisors
Texas
$337K -$57.3K -178 -18%
TW
3283
Towerpoint Wealth
California
$337K +$269K +835 New
FFL
3284
Future Fund LLC
Illinois
$337K -$38.6K -120 -13%
LAMNM
3285
Longview Asset Management (New Mexico)
New Mexico
$337K +$268K +834 New
MAA
3286
Matrix Asset Advisors
New York
$336K – – –
MP
3287
McDonald Partners
Ohio
$336K -$41.5K -129 -13%
SF
3288
SWP Financial
California
$335K – – –
PC
3289
Pecaut & Co
Iowa
$333K – – –
RF
3290
Robbins Farley
New Hampshire
$333K +$58.2K +181 +28%
GIP
3291
Granite Investment Partners
California
$333K – – –
Groupe la Francaise
3292
Groupe la Francaise
France
$333K +$15.8K +49 New
MCFP
3293
Mallini Complete Financial Planning
Florida
$331K – – –
KMWM
3294
Keudell/Morrison Wealth Management
Oregon
$331K +$264K +820 New
RFN
3295
RDA Financial Network
Iowa
$331K +$264K +820 New
YL
3296
YCG LLC
Texas
$331K +$264K +820 New
ECML
3297
Eagle Capital Management (Louisiana)
Louisiana
$331K +$264K +820 New
KFG
3298
Kingdom Financial Group
Arizona
$331K -$3.22K -10 -1%
IWB
3299
Innovative Wealth Building
Maryland
$330K +$263K +818 New
CC
3300
Commons Capital
Massachusetts
$330K +$263K +817 New