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Name Holding Trade Value Shares
Change
Change in
Stake
ISFAN
2301
Investor's Fiduciary Advisor Network
Washington
$308K +$270K +1,105 New
WMA
2302
Wealth Management Associates
New Jersey
$307K +$269K +1,098 New
HBW
2303
Hazlett, Burt & Watson
West Virginia
$306K +$135K +552 +101%
AGA
2304
Arkos Global Advisors
Texas
$306K +$268K +1,094 New
AFA
2305
Allium Financial Advisors
Oregon
$306K
JWM
2306
JDH Wealth Management
California
$305K
BWA
2307
Blodgett Wealth Advisors
California
$304K
EFP
2308
Elser Financial Planning
Indiana
$304K
CPP
2309
Capasso Planning Partners
South Carolina
$304K -$61.9K -253 -19%
SQA
2310
Simon Quick Advisors
New Jersey
$303K -$186K -760 -41%
APG
2311
Abacus Planning Group
South Carolina
$302K
CFA
2312
Capstone Financial Advisors
Illinois
$302K +$265K +1,082 New
AA
2313
Aire Advisors
California
$302K -$138K -565 -34%
PK
2314
Pflug Koory
Nebraska
$302K -$12.7K -52 -5%
COCM
2315
Charter Oak Capital Management
New Hampshire
$302K +$25.2K +103 +11%
OHIS
2316
Oak Harvest Investment Services
Texas
$300K
MWM
2317
Mindset Wealth Management
Indiana
$300K +$262K +1,073 New
RCWM
2318
Red Crane Wealth Management
California
$300K -$134K -550 -34%
SIC
2319
SFE Investment Counsel
California
$298K +$29.3K +120 +13%
CI
2320
CX Institutional
Indiana
$298K +$65K +266 +33%
SNWA
2321
Siligmueller & Norvid Wealth Advisors
Illinois
$297K +$260K +1,065 New
RW
2322
REDW Wealth
New Mexico
$297K +$260K +1,064 New
ACM
2323
Arlington Capital Management
Illinois
$297K +$24K +98 +10%
OFG
2324
Oxford Financial Group
Indiana
$297K +$21.8K +89 +9%
FAM
2325
Fairtree Asset Management
South Africa
$297K -$59.7K -244 -19%