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Name Holding Trade Value Shares
Change
Change in
Stake
HP
2726
HT Partners
Connecticut
$241K
TCM
2727
Traub Capital Management
Massachusetts
$241K -$5.35K -15 -2%
HR
2728
Hardy Reed
Mississippi
$240K +$10.7K +30 +5%
MJFG
2729
Mars Jewett Financial Group
Washington
$239K +$1.07K +3 +0.4%
KIM
2730
Karpus Investment Management
New York
$239K
MAG
2731
Mokosak Advisory Group
Iowa
$239K -$22.8K -64 -9%
PFM
2732
Patton Fund Management
Texas
$239K
SF
2733
Sun Financial
Utah
$238K -$4.99K -14 -2%
AGP
2734
Autumn Glory Partners
Texas
$238K +$11.1K +31 +5%
CFGW
2735
Chancellor Financial Group WB
Pennsylvania
$238K
B
2736
BetterWealth
California
$238K +$241K +676 New
RWB
2737
RMR Wealth Builders
New Jersey
$237K +$241K +675 New
BWM
2738
Birchcreek Wealth Management
Ohio
$237K -$2.14K -6 -0.9%
CIA
2739
Cape Investment Advisory
Georgia
$237K -$7.84K -22 -3%
SMA
2740
Sage Mountain Advisors
Georgia
$237K -$1.61M -4,516 -87%
EMAM
2741
Encompass More Asset Management
California
$237K
BGAI
2742
Bruce G. Allen Investments
Colorado
$236K -$28.5K -80 -11%
GSF
2743
Grove Street Fiduciary
New Hampshire
$236K
MBFW
2744
Morton Brown Family Wealth
Pennsylvania
$236K
IDA
2745
Intelligence Driven Advisers
California
$235K +$713 +2 +0.3%
CC
2746
Capital Counsel
New York
$234K
HCRE
2747
Hoya Capital Real Estate
Connecticut
$234K
MEG
2748
Millstone Evans Group
Colorado
$234K
NFP
2749
Narus Financial Partners
Utah
$234K
TWM
2750
Trueblood Wealth Management
Ohio
$234K +$237K +666 New