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Name Holding Trade Value Shares
Change
Change in
Stake
Clarus Group
3151
Clarus Group
Texas
$874K -$109K -339 -12%
Invictus Private Wealth
3152
Invictus Private Wealth
Colorado
$873K -$158K -493 -16%
Shepherd Wealth Management
3153
Shepherd Wealth Management
Ohio
$873K – – –
Iams Wealth Management
3154
Iams Wealth Management
Nebraska
$871K +$157K +490 +24%
Gradient Capital Advisors
3155
Gradient Capital Advisors
California
$870K -$30.2K -94 -4%
EdgeRock Capital
3156
EdgeRock Capital
Colorado
$869K +$86.7K +270 +12%
RAM Investment Partners
3157
RAM Investment Partners
Washington
$868K +$23.8K +74 +3%
Finward Bancorp
3158
Finward Bancorp
Indiana
$866K -$8.03K -25 -1%
Madson Wealth Advisors
3159
Madson Wealth Advisors
California
$865K +$64.5K +201 +9%
Charter Research & Investment Group
3160
Charter Research & Investment Group
Connecticut
$865K – – –
Larry Mathis Financial Planning
3161
Larry Mathis Financial Planning
Arizona
$864K -$43K -134 -5%
Academy Capital Management
3162
Academy Capital Management
Texas
$864K +$5.46K +17 +0.7%
Walkner Condon Financial Advisors
3163
Walkner Condon Financial Advisors
Wisconsin
$864K +$143K +445 +21%
Hofer & Associates
3164
Hofer & Associates
California
$864K +$269K +839 +50%
Michels Family Financial
3165
Michels Family Financial
Texas
$864K +$11.2K +35 +1%
Genus Capital Management
3166
Genus Capital Management
British Columbia, Canada
$864K -$71K -221 -8%
Vilga Financial Planning
3167
Vilga Financial Planning
New Jersey
$863K +$10.6K +33 +1%
Calton & Associates
3168
Calton & Associates
Florida
$854K -$181K -563 -18%
OneAscent Investment Solutions
3169
OneAscent Investment Solutions
Alabama
$854K -$30.2K -94 -4%
INVST
3170
INVST
Indiana
$854K -$141K -440 -15%
Landmark Wealth Management (New York)
3171
Landmark Wealth Management (New York)
New York
$853K +$2.89K +9 +0.4%
Greatmark Investment Partners
3172
Greatmark Investment Partners
Georgia
$852K – – –
Rainier Family Wealth
3173
Rainier Family Wealth
Washington
$852K +$5.46K +17 +0.7%
Detalus Advisors
3174
Detalus Advisors
Missouri
$850K -$414K -1,291 -34%
Birinyi Associates
3175
Birinyi Associates
Connecticut
$850K +$321 +1 +0%