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Name Holding Trade Value Shares
Change
Change in
Stake
I
2801
INVST
Indiana
$270K -$6.88K -20 -2%
ProShare Advisors
2802
ProShare Advisors
Maryland
$270K +$10.3K +30 +4%
JWS
2803
Juncture Wealth Strategies
Arizona
$270K +$22.4K +65 +9%
DM
2804
Diversified Management
Wisconsin
$269K +$274K +797 New
PA
2805
PFW Advisors
Georgia
$269K +$274K +796 New
SWM
2806
Scissortail Wealth Management
Oklahoma
$267K +$14.1K +41 +5%
UWM
2807
USAdvisors Wealth Management
Minnesota
$267K +$9.64K +28 +3%
FLP
2808
Financial Life Planners
Arizona
$266K +$8.95K +26 +3%
FFA
2809
Fi3 Financial Advisors
Indiana
$265K -$88.1K -256 -25%
FCCM
2810
First City Capital Management
Georgia
$264K – – –
TWA
2811
Trace Wealth Advisors
California
$264K -$289K -841 -52%
PFW
2812
Petros Family Wealth
Minnesota
$263K +$7.23K +21 +3%
HCWM
2813
Hidden Cove Wealth Management
Washington
$263K +$267K +777 New
ODFS
2814
O'Donnell Financial Services
California
$263K +$267K +777 New
BFA
2815
Brown Financial Advisors
Ohio
$262K +$267K +776 New
SCP
2816
Stevens Capital Partners
Nebraska
$262K -$5.51K -16 -2%
SI
2817
Stonekeep Investments
New Mexico
$262K +$2.41K +7 +0.9%
TWM
2818
Tripletail Wealth Management
Florida
$261K – – –
RIM
2819
Rockbridge Investment Management
New York
$261K +$266K +773 New
GCA
2820
Greenwood Capital Associates
South Carolina
$261K +$265K +771 New
FC
2821
Fairscale Capital
New Hampshire
$260K +$80.9K +235 +44%
LA
2822
Lifeworks Advisors
Michigan
$260K -$17.9K -52 -6%
PFA
2823
Pettinga Financial Advisors
Indiana
$260K +$12.4K +36 +5%
BBPWM
2824
Blue Bell Private Wealth Management
Pennsylvania
$259K +$20K +58 +8%
AMPWP
2825
Alvarez & Marsal Private Wealth Partners
Florida
$258K – – –