Name Holding Trade Value Shares
Change
Change in
Stake
TWM
3376
Tolleson Wealth Management
Texas
$298K +$237K +738 New
BWM
3377
BankPlus Wealth Management
Mississippi
$298K +$237K +737 New
CW
3378
Code Waechter
Florida
$298K -$16.1K -50 -6%
DA
3379
Drake & Associates
Wisconsin
$297K +$264K +822 New
FA
3380
FSA Advisors
Michigan
$297K +$236K +735 New
AIP
3381
Almanack Investment Partners
Pennsylvania
$296K +$236K +733 New
WCM
3382
Weaver Capital Management
Georgia
$296K +$236K +732 New
KWM
3383
Kiker Wealth Management
Georgia
$296K +$236K +732 New
HTIM
3384
Harbour Trust & Investment Management
Indiana
$295K -$41.2K -128 -15%
MEAC
3385
M.E. Allison & Co
Texas
$295K +$235K +731 New
BCA
3386
Bray Capital Advisors
Florida
$295K -$314K -975 -57%
MWM
3387
MBE Wealth Management
Wisconsin
$295K -$67.6K -210 -22%
VV
3388
Verity & Verity
South Carolina
$295K +$235K +730 New
OFS
3389
Oldfather Financial Services
Nebraska
$294K -$19.3K -60 -8%
PAM
3390
Palisade Asset Management
Minnesota
$294K +$234K +727 New
WH
3391
Whitcomb & Hess
Ohio
$294K +$234K +727 New
EC
3392
EntryPoint Capital
New York
$293K -$164K -511 -41%
CFGSD
3393
Compass Financial Group (South Dakota)
South Dakota
$292K -$15.4K -48 -6%
FWMM
3394
Foundation Wealth Management (Missouri)
Missouri
$292K -$43.8K -136 -16%
RA
3395
Ransom Advisory
Rhode Island
$292K – – –
DSAM
3396
Dock Street Asset Management
Florida
$292K +$232K +722 New
EBSAM
3397
Eubel Brady & Suttman Asset Management
Ohio
$291K +$232K +720 New
GLR
3398
Great Lakes Retirement
Ohio
$291K +$232K +720 New
BCM
3399
Beck Capital Management
Texas
$291K +$232K +720 New
GWM
3400
GDS Wealth Management
Texas
$290K +$231K +719 New