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Name Holding Trade Value Shares
Change
Change in
Stake
Gross & Hartman Investments
4326
Gross & Hartman Investments
Pennsylvania
$209K +$195K +608 New
Abner Herrman & Brock
4327
Abner Herrman & Brock
New Jersey
$208K +$194K +605 New
Reston Wealth Management
4328
Reston Wealth Management
Virginia
$208K -$25.7K -80 -12%
Arcadia Wealth Management (New York)
4329
Arcadia Wealth Management (New York)
New York
$208K +$194K +605 New
Elevation Wealth Management
4330
Elevation Wealth Management
Minnesota
$207K +$194K +603 New
IronBridge Private Wealth
4331
IronBridge Private Wealth
Texas
$207K +$193K +602 New
Market Street Wealth Management Advisors
4332
Market Street Wealth Management Advisors
Indiana
$206K +$193K +601 New
Penobscot Wealth Management
4333
Penobscot Wealth Management
Maine
$206K +$193K +600 New
McElhenny Sheffield Capital Management
4334
McElhenny Sheffield Capital Management
Texas
$206K -$37.9K -118 -16%
Founders Capital Management (Texas)
4335
Founders Capital Management (Texas)
Texas
$206K – – –
Bosman Wealth Management
4336
Bosman Wealth Management
California
$206K +$193K +600 New
Wilsey Asset Management
4337
Wilsey Asset Management
California
$206K +$193K +600 New
Prospect Financial Services
4338
Prospect Financial Services
New York
$206K -$25.4K -79 -12%
Summit Financial Strategies
4339
Summit Financial Strategies
Ohio
$206K +$192K +599 New
Pettinga Financial Advisors
4340
Pettinga Financial Advisors
Indiana
$206K -$34.7K -108 -15%
Wiser Advisor Group
4341
Wiser Advisor Group
Arizona
$205K +$321 +1 +0.2%
Orographic Financial Advisors
4342
Orographic Financial Advisors
Colorado
$205K +$184K +572 New
Tripletail Wealth Management
4343
Tripletail Wealth Management
Florida
$205K – – –
FWG Investments
4344
FWG Investments
Kentucky
$205K +$192K +597 New
AW
4345
Atlas Wealth
Ohio
$205K +$192K +597 New
BOK Financial Private Wealth
4346
BOK Financial Private Wealth
Colorado
$205K -$68.7K -214 -26%
TA
4347
TrueWealth Advisors
Alabama
$205K +$192K +597 New
MAM
4348
Morse Asset Management
Connecticut
$204K -$8.03K -25 -4%
Cedrus Wealth Group LLC
4349
Cedrus Wealth Group LLC
Minnesota
$204K -$1.19M -3,718 -86%
Stonebridge Wealth Management
4350
Stonebridge Wealth Management
Illinois
$204K +$191K +595 New