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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2701
Sherman Asset Management
California
$227K
FC
2702
Financial Council
Maryland
$227K +$220K +695 New
CIA
2703
Cape Investment Advisory
Georgia
$227K +$27K +85 +14%
RFN
2704
Redwood Financial Network
Ohio
$227K +$220K +694 New
SP
2705
Stonebrook Private
Michigan
$227K +$220K +693 New
LIWM
2706
Long Island Wealth Management
New York
$226K +$220K +692 New
SAM
2707
Sawgrass Asset Management
Florida
$226K +$219K +691 New
VCM
2708
Virtue Capital Management
Tennessee
$226K +$219K +690 New
IAMOG
2709
Investors Asset Management of Georgia
Georgia
$226K +$219K +690 New
OLA
2710
Oliver Luxxe Assets
New Jersey
$226K +$219K +690 New
GSIAS
2711
Garden State Investment Advisory Services
New Jersey
$226K +$219K +689 New
PCI
2712
Planning Center Inc
Illinois
$226K +$219K +689 New
PAM
2713
Peak Asset Management
Colorado
$225K -$16.2K -51 -7%
CWM
2714
CarsonAllaria Wealth Management
Illinois
$225K -$12.1K -38 -5%
HP
2715
HT Partners
Connecticut
$225K +$218K +686 New
SCA
2716
Stokes Capital Advisors
South Carolina
$225K +$218K +686 New
AFP
2717
Alpha Financial Partners
Kentucky
$224K +$217K +685 New
TAM
2718
Trillium Asset Management
Massachusetts
$224K -$72K -227 -25%
MCA
2719
MSH Capital Advisors
Arizona
$224K +$217K +683 New
TW
2720
Traveka Wealth
California
$223K +$216K +681 New
CB
2721
Chris Bulman
California
$223K +$216K +681 New
BWM
2722
Birchcreek Wealth Management
Ohio
$223K -$52.3K -165 -20%
KIM
2723
Karpus Investment Management
New York
$223K +$216K +680 New
PFM
2724
Patton Fund Management
Texas
$222K -$33K -104 -13%
HIS
2725
Harvest Investment Services
Illinois
$222K +$215K +679 New