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Name Holding Trade Value Shares
Change
Change in
Stake
IAAG
1926
Innovative Asset Advisors Group
Connecticut
$229K -$11.3K -53 -5%
CF
1927
Clarity Financial
Texas
$229K +$427 +2 +0.2%
TFA
1928
Transamerica Financial Advisors
Florida
$229K -$865K -4,045 -80%
MAM
1929
McLean Asset Management
Virginia
$229K +$184K +859 New
IRP
1930
Investment Research Partners
Pennsylvania
$228K +$218K +1,018 New
EWM
1931
Elevatus Welath Management
New York
$228K +$217K +1,016 New
GRWP
1932
Green Ridge Wealth Planning
New Jersey
$227K -$15.2K -71 -7%
SAM
1933
Stembrook Asset Management
New Jersey
$227K – – –
MFC
1934
Mechanics Financial Corp
Ohio
$226K +$2.35K +11 +1%
PF
1935
Prosperitas Financial
California
$226K +$215K +1,008 New
PFG
1936
Putney Financial Group
California
$225K -$54.5K -255 -20%
TC
1937
Tacita Capital
Ontario, Canada
$224K -$42.8K -200 -17%
AMM
1938
American Money Management
California
$224K -$11.3K -53 -5%
RIM
1939
Reliant Investment Management
Tennessee
$224K -$1.92K -9 -0.9%
GCM
1940
GKV Capital Management
California
$224K – – –
TIM
1941
Thompson Investment Management
Wisconsin
$224K – – –
GG
1942
Greenwood Gearhart
Arkansas
$224K +$214K +1,000 New
NRC
1943
New Republic Capital
North Carolina
$224K -$57.5K -269 -21%
AIM
1944
Avity Investment Management
Connecticut
$223K – – –
SFO
1945
Stokes Family Office
Louisiana
$223K -$40.4K -189 -16%
FIA
1946
FNY Investment Advisers
New York
$223K -$107K -500 -33%
FB
1947
First Bancorp
Maine
$223K – – –
SAM
1948
Sagewood Asset Management
New York
$223K +$212K +994 New
NAS
1949
NWF Advisory Services
California
$222K – – –
PAA
1950
Peregrine Asset Advisers
Oregon
$221K – – –