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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
2976
Fortis Capital Advisors
Kansas
$205K -$114K -894 -35%
SC
2977
Steph & Co
Wisconsin
$205K -$27.3K -214 -12%
FCT
2978
First Community Trust
Iowa
$205K -$6.37K -50 -3%
EIM
2979
Essex Investment Management
Massachusetts
$204K
LWA
2980
Lineweaver Wealth Advisors
Ohio
$204K +$2.17K +17 +1%
PFW
2981
Petros Family Wealth
Minnesota
$204K +$207K +1,628 New
CG
2982
Clarus Group
Texas
$204K
TWPM
2983
Total Wealth Planning & Management
Florida
$203K +$206K +1,620 New
OKSA
2984
O'Keefe Stevens Advisory
New York
$202K
FS
2985
Financial Symmetry
North Carolina
$202K +$206K +1,615 New
OPA
2986
Old Port Advisors
Maine
$202K +$3.57K +28 +2%
CCG
2987
Catalina Capital Group
California
$202K -$9.68K -76 -5%
FPW
2988
Flywheel Private Wealth
California
$202K
GIM
2989
Guild Investment Management
California
$202K +$205K +1,609 New
HP
2990
Holistic Planning
Texas
$202K +$205K +1,608 New
GP
2991
Greenline Partners
New York
$201K +$205K +1,608 New
AMBIA
2992
Allen Mooney & Barnes Investment Advisors
Georgia
$201K +$204K +1,604 New
CCMG
2993
Connecticut Capital Management Group
Connecticut
$201K +$204K +1,602 New
BIA
2994
Bigelow Investment Advisors
Maine
$201K -$25.7K -202 -11%
BAM
2995
Bosun Asset Management
Illinois
$200K
AA
2996
AlphaCentric Advisors
Puerto Rico
$200K +$204K +1,600 New
TIM
2997
Thompson Investment Management
Wisconsin
$199K -$11.5K -90 -5%
WPWM
2998
Western Pacific Wealth Management
Illinois
$196K
HCM
2999
Hollencrest Capital Management
California
$196K
TC
3000
Tacita Capital
Ontario, Canada
$194K