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Name Holding Trade Value Shares
Change
Change in
Stake
PWS
2976
Peterson Wealth Services
Utah
$206K -$1.29M -10,102 -86%
SEM
2977
Strategic Equity Management
Arizona
$206K – – –
RMC
2978
Ring Mountain Capital
California
$206K – – –
Barings
2979
Barings
North Carolina
$206K -$4.97K -39 -2%
Garde Capital
2980
Garde Capital
Washington
$205K – – –
Fortis Capital Advisors
2981
Fortis Capital Advisors
Kansas
$205K -$114K -894 -35%
SC
2982
Steph & Co
Wisconsin
$205K -$27.3K -214 -12%
FCT
2983
First Community Trust
Iowa
$205K -$6.37K -50 -3%
Essex Investment Management
2984
Essex Investment Management
Massachusetts
$204K – – –
Lineweaver Wealth Advisors
2985
Lineweaver Wealth Advisors
Ohio
$204K +$2.17K +17 +1%
PFW
2986
Petros Family Wealth
Minnesota
$204K +$207K +1,628 New
CG
2987
Clarus Group
Texas
$204K – – –
TWPM
2988
Total Wealth Planning & Management
Florida
$203K +$206K +1,620 New
OKSA
2989
O'Keefe Stevens Advisory
New York
$202K – – –
FS
2990
Financial Symmetry
North Carolina
$202K +$206K +1,615 New
OPA
2991
Old Port Advisors
Maine
$202K +$3.57K +28 +2%
CCG
2992
Catalina Capital Group
California
$202K -$9.7K -76 -5%
FPW
2993
Flywheel Private Wealth
California
$202K – – –
GIM
2994
Guild Investment Management
California
$202K +$205K +1,609 New
Holistic Planning
2995
Holistic Planning
Texas
$202K +$205K +1,608 New
Greenline Partners
2996
Greenline Partners
New York
$201K +$205K +1,608 New
Allen Mooney & Barnes Investment Advisors
2997
Allen Mooney & Barnes Investment Advisors
Georgia
$201K +$204K +1,604 New
CCMG
2998
Connecticut Capital Management Group
Connecticut
$201K +$204K +1,602 New
BIA
2999
Bigelow Investment Advisors
Maine
$201K -$25.7K -202 -11%
BAM
3000
Bosun Asset Management
Illinois
$200K – – –