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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
4101
Fruth Investment Management
Texas
$279K
TW
4102
Towerpoint Wealth
California
$279K -$17K -50 -6%
WAG
4103
Wheelhouse Advisory Group
Missouri
$278K +$268K +787 New
KL
4104
KWMG LLC
Kansas
$278K -$8.86K -26 -3%
SPP
4105
Single Point Partners
Massachusetts
$278K -$25.2K -74 -9%
CAM
4106
Capital Asset Management
Colorado
$277K +$269K +789 New
EM
4107
ELCO Management
New York
$276K -$25.9K -76 -9%
HCM
4108
HMS Capital Management
Tennessee
$276K
NWWA
4109
New Wave Wealth Advisors
Arkansas
$276K -$93.7K -275 -26%
MIAS
4110
Mason Investment Advisory Services
Virginia
$276K
FPW
4111
Flywheel Private Wealth
California
$276K
BO
4112
Bank OZK
Arkansas
$275K -$24.9K -73 -9%
IWM
4113
IMG Wealth Management
Florida
$275K +$41.6K +122 +18%
VC
4114
Vestor Capital
Illinois
$275K -$5.67M -16,629 -99%
CIM
4115
Catalyst Investment Management
New Hampshire
$275K +$267K +784 New
GRWP
4116
Green Ridge Wealth Planning
New Jersey
$275K +$267K +783 New
ST
4117
Somerset Trust
Pennsylvania
$275K
AF
4118
ASL Financial
California
$274K +$266K +782 New
DF
4119
Define Financial
California
$274K +$681 +2 +0.3%
V
4120
ViaWealth
Kansas
$273K -$37.8K -111 -12%
OWA
4121
OakTrust Wealth Advisors
Connecticut
$273K +$265K +779 New
DI
4122
DDFG Inc
California
$273K +$341 +1 +0.1%
CP
4123
Capital Planning
Washington
$273K
ITB
4124
Idaho Trust Bank
Idaho
$272K -$33K -97 -11%
MBC
4125
Michael Brady & Co
Ohio
$271K +$263K +773 New