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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
3101
Magnolia Wealth Management
Alabama
$288K – – –
JWM
3102
Jackson Wealth Management
Florida
$288K -$65.4K -128 -19%
SIC
3103
SFE Investment Counsel
California
$288K +$37.8K +74 +16%
VWWMG
3104
Vermillion & White Wealth Management Group
Pennsylvania
$288K +$1.02K +2 +0.4%
CFP
3105
Cypress Financial Planning
New Jersey
$287K +$5.62K +11 +2%
SIC
3106
SJS Investment Consulting
Ohio
$286K -$20.4K -40 -7%
RC
3107
Rovin Capital
Arizona
$286K +$10.2K +20 +4%
Acorns Advisers
3108
Acorns Advisers
California
$286K +$40.4K +79 +17%
LFGO
3109
Legacy Financial Group (Oklahoma)
Oklahoma
$286K -$6.65K -13 -2%
PL
3110
Parthenon LLC
Kentucky
$286K – – –
SFC
3111
Strategic Financial Concepts
Texas
$286K -$24.5K -48 -8%
IAG
3112
Investmark Advisory Group
Connecticut
$286K +$511 +1 +0.2%
LRIA
3113
Leonard Rickey Investment Advisors
Washington
$285K -$5.11K -10 -2%
GSC
3114
Ground Swell Capital
South Carolina
$285K -$35.3K -69 -11%
PFWA
3115
Paces Ferry Wealth Advisors
Georgia
$285K -$6.13K -12 -2%
LWP
3116
Laurel Wealth Planning
Minnesota
$285K – – –
CAM
3117
Clark Asset Management
New Hampshire
$285K -$16.4K -32 -6%
PFG
3118
Prospect Financial Group
Virginia
$284K +$29.1K +57 +12%
BFG
3119
Birch Financial Group
New Hampshire
$284K -$21.5K -42 -7%
SCM
3120
Saxony Capital Management
Missouri
$284K +$5.11K +10 +2%
WCP
3121
Wick Capital Partners
Pennsylvania
$283K -$7.16K -14 -3%
AAS
3122
AdviceOne Advisory Services
Connecticut
$283K -$13.3K -26 -5%
GPW
3123
Genesis Private Wealth
Virginia
$282K +$32.7K +64 +14%
APW
3124
Acima Private Wealth
Virginia
$282K – – –
ES
3125
Eagle Strategies
New York
$282K +$11.2K +22 +4%