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Name Holding Trade Value Shares
Change
Change in
Stake
OCFG
3001
O'Connor Financial Group
Illinois
$305K +$259K +638 New
VAM
3002
Vienna Asset Management
California
$304K +$258K +636 New
CCFM
3003
Clear Creek Financial Management
Washington
$303K +$257K +634 New
PFW
3004
Petros Family Wealth
Minnesota
$303K -$58.4K -144 -19%
HPIA
3005
Hamilton Point Investment Advisors
North Carolina
$302K
CFP
3006
Curran Financial Partners
South Carolina
$301K -$8.12K -20 -3%
ASCM
3007
Adkins Seale Capital Management
Louisiana
$301K -$19.1K -47 -7%
BWP
3008
BlueStem Wealth Partners
Minnesota
$301K -$4.46K -11 -2%
LCM
3009
Liberty Capital Management
Michigan
$300K +$255K +629 New
NCMW
3010
Northern Capital Management (Washington)
Washington
$300K +$255K +628 New
DPI
3011
Diversified Portfolios Inc
Michigan
$299K +$254K +627 New
ACA
3012
Aspire Capital Advisors
Washington
$298K +$254K +625 New
TAM
3013
TCP Asset Management
Ohio
$298K +$10.1K +25 +4%
SFGP
3014
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$298K +$253K +624 New
SWA
3015
Strategies Wealth Advisors
Michigan
$298K -$81.2K -200 -24%
BWP
3016
Burling Wealth Partners
Illinois
$298K +$3.65K +9 +1%
OA
3017
Oxbow Advisors
Texas
$298K +$253K +623 New
TF
3018
Tandem Financial
Colorado
$297K +$6.09K +15 +2%
LIA
3019
LBMC Investment Advisors
Tennessee
$297K +$252K +622 New
CPG
3020
Cornerstone Planning Group
New Jersey
$297K -$25.2K -62 -8%
AWM
3021
Activest Wealth Management
Florida
$297K -$743K -1,832 -75%
PWM
3022
Paulson Wealth Management
Illinois
$297K +$1.22K +3 +0.5%
GGI
3023
Godsey & Gibb Inc
Virginia
$296K -$21.9K -54 -8%
EA
3024
Echo45 Advisors
California
$296K -$43K -106 -15%
TGIA
3025
Torrey Growth & Income Advisors
California
$295K -$6.49K -16 -2%