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Name Holding Trade Value Shares
Change
Change in
Stake
LD
2626
Lipe & Dalton
New York
$206K -$3.6K -34 -2%
ISB
2627
Iowa State Bank
Iowa
$206K – – –
SWM
2628
Shelton Wealth Management
Texas
$206K +$424 +4 +0.2%
PWA
2629
Prairie Wealth Advisors
Nebraska
$206K -$2.65K -25 -1%
AEPWM
2630
Atlantic Edge Private Wealth Management
Florida
$205K -$8.38K -79 -4%
MCM
2631
Morton Capital Management
California
$205K -$54.2K -511 -21%
BIA
2632
Bigelow Investment Advisors
Maine
$205K – – –
SWM
2633
Shakespeare Wealth Management
Wisconsin
$205K +$848 +8 +0.4%
CWM
2634
Cherrydale Wealth Management
New Jersey
$204K +$208K +1,965 New
SW
2635
SMART Wealth
Nebraska
$204K +$19.8K +187 +11%
OAJ
2636
Ogorek Anthony Joseph
New York
$204K +$318 +3 +0.2%
WCM
2637
Winthrop Capital Management
Indiana
$204K +$208K +1,965 New
KCIC
2638
Kuhn & Co Investment Counsel
Illinois
$204K -$1.59K -15 -0.8%
WSWA
2639
Warren Street Wealth Advisors
California
$203K -$10.4K -98 -5%
EFP
2640
Elser Financial Planning
Indiana
$203K +$207K +1,950 New
SIC
2641
SJS Investment Consulting
Ohio
$202K +$106 +1 +0.1%
GCA
2642
Greenwood Capital Associates
South Carolina
$202K -$221K -2,082 -52%
NEWAS
2643
N.E.W. Advisory Services
Wisconsin
$202K +$14.1K +133 +7%
CHJWM
2644
Carlton Hofferkamp & Jenks Wealth Management
Texas
$202K – – –
FI
2645
FWG Investments
Kentucky
$202K -$114K -1,072 -36%
HCM
2646
Hutchinson Capital Management
California
$201K -$106 -1 -0.1%
GPFA
2647
Game Plan Financial Advisors
Ohio
$201K – – –
BWM
2648
Biltmore Wealth Management
Arizona
$200K -$2.12K -20 -1%
RCA
2649
Riverview Capital Advisers
Massachusetts
$200K -$3.6K -34 -2%
SC
2650
Steph & Co
Wisconsin
$198K -$285K -2,684 -58%