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Name Holding Trade Value Shares
Change
Change in
Stake
OL
2076
Optas LLC
Texas
$461K -$121K -250 -23%
BOSSRA
2077
B.O.S.S. Retirement Advisors
Utah
$461K +$402K +830 New
CAM
2078
Cozad Asset Management
Illinois
$461K -$104K -214 -21%
OPA
2079
Old Port Advisors
Maine
$460K +$18.4K +38 +5%
MMM
2080
Mendel Money Management
Illinois
$459K +$400K +827 New
CV
2081
Counterweight Ventures
North Carolina
$458K -$42.6K -88 -10%
WCM
2082
Wedge Capital Management
North Carolina
$457K -$12.1K -25 -3%
FOA
2083
Five Oceans Advisors
California
$457K -$6.78K -14 -2%
CSB
2084
City State Bank
Iowa
$455K +$182K +375 +84%
TW
2085
TrinityPoint Wealth
Connecticut
$453K +$11.1K +23 +3%
GAM
2086
Garrison Asset Management
Arkansas
$449K
EHC
2087
Everett Harris & Co
California
$447K -$630K -1,302 -62%
IA
2088
Inspire Advisors
Idaho
$444K -$2.9K -6 -0.7%
OAM
2089
Oak Asset Management
California
$444K
ACA
2090
Affinity Capital Advisors
California
$442K -$484 -1 -0.1%
CA
2091
CV Advisors
Florida
$442K -$1.39M -2,863 -78%
ZIG
2092
Zullo Investment Group
Pennsylvania
$442K +$2.42K +5 +0.6%
RWMG
2093
Redwood Wealth Management Group
New Jersey
$442K +$11.1K +23 +3%
SIA
2094
Soltis Investment Advisors
Utah
$442K -$19.9K -41 -5%
SAM
2095
Secure Asset Management
Michigan
$440K +$41.2K +85 +12%
MJP
2096
Michael J. Puzo
$439K +$74.6K +154 +24%
KOC
2097
Koss-Olinger Consulting
Florida
$439K +$383K +791 New
ANHIM
2098
Alan N. Hoffman Investment Management
Massachusetts
$439K
CWS
2099
Confluence Wealth Services
Pennsylvania
$438K +$69.7K +144 +22%
RCM
2100
Raleigh Capital Management
North Carolina
$437K -$11.1K -23 -3%