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Name Holding Trade Value Shares
Change
Change in
Stake
Howard Financial Services
3051
Howard Financial Services
Texas
$975K +$23.8K +74 +3%
West Michigan Advisors
3052
West Michigan Advisors
Michigan
$974K -$165K -515 -15%
UP Strategic Wealth Investment Advisors
3053
UP Strategic Wealth Investment Advisors
Pennsylvania
$974K +$128K +398 +18%
Compass Financial Management
3054
Compass Financial Management
Florida
$973K +$881K +2,745 New
Ironwood Investment Management
3055
Ironwood Investment Management
Massachusetts
$972K -$179K -558 -16%
KDT Advisors
3056
KDT Advisors
New York
$971K +$51K +159 +6%
BlackDiamond Wealth Management
3057
BlackDiamond Wealth Management
New York
$970K +$24.1K +75 +3%
Heritage Wealth Management (Ohio)
3058
Heritage Wealth Management (Ohio)
Ohio
$970K -$4.5K -14 -0.5%
Brucke Financial
3059
Brucke Financial
Indiana
$968K -$30.2K -94 -3%
Burke & Herbert Bank & Trust
3060
Burke & Herbert Bank & Trust
Virginia
$966K -$9.6K -30 -1%
MontVue Capital Management
3061
MontVue Capital Management
Virginia
$966K +$642K +2,000 +245%
CA
3062
Crumly & Associates
Illinois
$965K +$642 +2 +0.1%
Seek First
3063
Seek First
California
$964K -$12.2K -38 -1%
Kera Capital Partners
3064
Kera Capital Partners
California
$962K +$128K +400 +17%
S Harris Financial Group
3065
S Harris Financial Group
Texas
$961K +$31.5K +98 +4%
Towercrest Capital Management
3066
Towercrest Capital Management
Pennsylvania
$960K – – –
Discipline Wealth Solutions
3067
Discipline Wealth Solutions
South Carolina
$957K +$37.6K +117 +4%
Burford Brothers
3068
Burford Brothers
Texas
$957K +$41.7K +130 +5%
Seven Mile Advisory
3069
Seven Mile Advisory
New Jersey
$957K -$100K -312 -10%
ARS Wealth Advisors Group
3070
ARS Wealth Advisors Group
Florida
$956K +$11.9K +37 +1%
GenTrust
3071
GenTrust
Florida
$953K +$375K +1,167 +72%
Orleans Capital Management
3072
Orleans Capital Management
Louisiana
$952K +$217K +677 +32%
Reflection Asset Management
3073
Reflection Asset Management
South Carolina
$951K +$91.8K +286 +11%
H&H Retirement Design & Management
3074
H&H Retirement Design & Management
Nevada
$951K -$73.2K -228 -8%
Red Wave Investments
3075
Red Wave Investments
Pennsylvania
$949K -$16.1K -50 -2%