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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
3351
Brickley Wealth Management
California
$339K +$264K +762 New
CG
3352
Clifford Group
Massachusetts
$338K
DFG
3353
Dynamic Financial Group
Iowa
$338K
W
3354
WorthPointe
California
$337K -$13.2K -38 -5%
Boston Partners
3355
Boston Partners
Massachusetts
$336K +$262K +755 New
CM
3356
Cornerstone Management
Georgia
$335K -$59K -170 -18%
CFGSD
3357
Compass Financial Group (South Dakota)
South Dakota
$335K
HIA
3358
HFM Investment Advisors
New Jersey
$334K -$347 -1 -0.1%
IW
3359
Imprint Wealth
South Carolina
$334K +$261K +752 New
OAM
3360
Oxford Asset Management
United Kingdom
$334K -$366K -1,054 -58%
NAMM
3361
NorthStar Asset Management (Massachusetts)
Massachusetts
$333K
TFP
3362
Traction Financial Partners
Wyoming
$333K -$2.08K -6 -0.8%
RIS
3363
Retirement Income Solutions
Michigan
$332K +$28.4K +82 +12%
OHIS
3364
Oak Harvest Investment Services
Texas
$331K -$82.5K -238 -24%
SC
3365
Sykon Capital
New York
$331K +$1.04K +3 +0.4%
HTIM
3366
Harbour Trust & Investment Management
Indiana
$331K +$258K +745 New
FCIM
3367
Fairview Capital Investment Management
California
$331K
CCIA
3368
Cherry Creek Investment Advisors
Colorado
$331K +$5.55K +16 +2%
MFG
3369
Midwest Financial Group
Kansas
$330K +$258K +743 New
WPA
3370
West Paces Advisors
Georgia
$330K -$36.8K -106 -13%
DWM
3371
Defined Wealth Management
Oregon
$330K +$257K +742 New
OIA
3372
Optimum Investment Advisors
Illinois
$329K -$35.7K -103 -12%
IWB
3373
Innovative Wealth Building
Maryland
$329K +$694 +2 +0.3%
AWA
3374
A4 Wealth Advisors
North Carolina
$329K +$257K +740 New
DTL
3375
Dynamic Technology Lab
Singapore
$329K -$1.89M -5,458 -88%