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Name Holding Trade Value Shares
Change
Change in
Stake
HOWA
2801
Heritage Oak Wealth Advisors
Florida
$201K +$205K +1,774 New
TWP
2802
Triad Wealth Partners
Kansas
$201K +$205K +1,773 New
PRTG
2803
Post Resch Tallon Group
New York
$200K +$204K +1,767 New
TKP
2804
Tallon Kerry Patrick
$200K +$204K +1,767 New
AMBIA
2805
Allen Mooney & Barnes Investment Advisors
Georgia
$200K -$1.73K -15 -0.8%
NEWAS
2806
N.E.W. Advisory Services
Wisconsin
$200K -$21K -182 -9%
FCT
2807
First Community Trust
Iowa
$197K
PPA
2808
Painted Porch Advisors
California
$196K +$5.89K +51 +3%
WI
2809
Wintrust Investments
Illinois
$196K -$3.12K -27 -2%
BIA
2810
Bell Investment Advisors
California
$196K -$924 -8 -0.5%
SC
2811
Steph & Co
Wisconsin
$196K -$9.01K -78 -4%
MHR
2812
Matthew Hamilton Rosenberg
$189K +$2.43K +21 +1%
SCM
2813
Silvant Capital Management
Georgia
$188K
PP
2814
Pingora Partners
Wyoming
$187K
SC
2815
Stance Capital
Massachusetts
$187K +$191K +1,650 New
VWM
2816
Vermillion Wealth Management
Minnesota
$186K +$190K +1,644 New
EIM
2817
Essex Investment Management
Massachusetts
$185K
B
2818
Birchbrook
Maine
$184K
PP
2819
Pacifica Partners
Canada
$183K -$116 -1 -0.1%
SWM
2820
Sugarloaf Wealth Management
Georgia
$183K -$5.89K -51 -3%
WPWM
2821
Western Pacific Wealth Management
Illinois
$182K
BC
2822
Belmont Capital
California
$180K -$201K -1,740 -52%
Cohen & Steers
2823
Cohen & Steers
New York
$180K -$51.4K -445 -22%
MIM
2824
Meridiem Investment Management
United Kingdom
$178K
HCM
2825
Hollencrest Capital Management
California
$177K