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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
3351
Kanen Wealth Management
Florida
$341K – – –
IA
3352
Invested Advisors
Pennsylvania
$340K +$298K +860 New
HAM
3353
Harmony Asset Management
Arizona
$339K -$694 -2 -0.3%
BWM
3354
Brickley Wealth Management
California
$339K +$264K +762 New
CG
3355
Clifford Group
Massachusetts
$338K – – –
DFG
3356
Dynamic Financial Group
Iowa
$338K – – –
W
3357
WorthPointe
California
$337K -$13.2K -38 -5%
Boston Partners
3358
Boston Partners
Massachusetts
$336K +$262K +755 New
CM
3359
Cornerstone Management
Georgia
$335K -$59K -170 -18%
CFGSD
3360
Compass Financial Group (South Dakota)
South Dakota
$335K – – –
HIA
3361
HFM Investment Advisors
New Jersey
$334K -$347 -1 -0.1%
IW
3362
Imprint Wealth
South Carolina
$334K +$261K +752 New
OAM
3363
Oxford Asset Management
United Kingdom
$334K -$366K -1,054 -58%
NAMM
3364
NorthStar Asset Management (Massachusetts)
Massachusetts
$333K – – –
TFP
3365
Traction Financial Partners
Wyoming
$333K -$2.08K -6 -0.8%
RIS
3366
Retirement Income Solutions
Michigan
$332K +$28.4K +82 +12%
OHIS
3367
Oak Harvest Investment Services
Texas
$331K -$82.5K -238 -24%
SC
3368
Sykon Capital
New York
$331K +$1.04K +3 +0.4%
HTIM
3369
Harbour Trust & Investment Management
Indiana
$331K +$258K +745 New
FCIM
3370
Fairview Capital Investment Management
California
$331K – – –
CCIA
3371
Cherry Creek Investment Advisors
Colorado
$331K +$5.55K +16 +2%
MFG
3372
Midwest Financial Group
Kansas
$330K +$258K +743 New
WPA
3373
West Paces Advisors
Georgia
$330K -$36.8K -106 -13%
DWM
3374
Defined Wealth Management
Oregon
$330K +$257K +742 New
OIA
3375
Optimum Investment Advisors
Illinois
$329K -$35.7K -103 -12%