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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
2051
Lockerman Financial Group
California
$247K – – –
PPP
2052
Private Portfolio Partners
New Jersey
$247K +$8.82K +36 +4%
CAM
2053
Cubic Asset Management
Massachusetts
$246K – – –
CC
2054
Callan Capital
California
$245K -$74K -302 -23%
HBWM
2055
Hollow Brook Wealth Management
New York
$245K – – –
PIM
2056
Progressive Investment Management
Oregon
$245K – – –
WF
2057
Wayfinding Financial
Washington
$245K +$735 +3 +0.3%
LA
2058
Latitude Advisors
Florida
$244K -$562K -2,294 -70%
SA
2059
Syntax Advisors
New York
$244K -$490 -2 -0.2%
VCG
2060
Vantage Consulting Group
Virginia
$244K -$490 -2 -0.2%
BIM
2061
Bridgecreek Investment Management
Oklahoma
$243K -$1.9M -7,750 -89%
BOH
2062
Bank of Hawaii
Hawaii
$243K -$23.8K -97 -9%
PAIM
2063
Punch & Associates Investment Management
Minnesota
$243K -$3.92K -16 -2%
RG
2064
Renaissance Group
Kentucky
$243K -$1.72K -7 -0.7%
TLCM
2065
Twin Lakes Capital Management
California
$243K – – –
TWM
2066
Tradition Wealth Management
Minnesota
$243K +$735 +3 +0.3%
AT
2067
American Trust
Kentucky
$243K +$19.6K +80 +9%
SICM
2068
Sustainable Insight Capital Management
New York
$242K -$99.7K -407 -29%
JBA
2069
Johnson Bixby & Associates
Washington
$242K – – –
WCFA
2070
Walkner Condon Financial Advisors
Wisconsin
$241K +$19.1K +78 +9%
VEA
2071
Virtus ETF Advisers
New York
$240K -$185K -755 -43%
LA
2072
LexAurum Advisors
Kansas
$240K – – –
UC
2073
Unio Capital
New Jersey
$240K – – –
CCIA
2074
Cherry Creek Investment Advisors
Colorado
$240K +$980 +4 +0.4%
CWM
2075
CarsonAllaria Wealth Management
Illinois
$239K – – –