Name Holding Trade Value Shares
Change
Change in
Stake
GCM
2076
Gables Capital Management
Florida
$239K – – –
AIM
2077
Acropolis Investment Management
Missouri
$239K +$3.92K +16 +2%
NB
2078
Nicolet Bankshares
Wisconsin
$238K -$34.3K -140 -13%
CPC
2079
Cookson Peirce & Co
Pennsylvania
$238K +$240K +979 New
CHA
2080
Carmichael Hill & Associates
Maryland
$236K -$13.2K -54 -5%
SIG
2081
Sargent Investment Group
Maryland
$235K – – –
PJSIMP
2082
P.J. Schmidt Investment Management (PJS)
Wisconsin
$235K +$236K +962 New
CWA
2083
Clarity Wealth Advisors
California
$234K -$1.23K -5 -0.5%
DWP
2084
Destiny Wealth Partners
Florida
$234K +$98.5K +402 +72%
IP
2085
Investment Partners
Ohio
$233K +$490 +2 +0.2%
SIA
2086
Soltis Investment Advisors
Utah
$233K +$10.8K +44 +5%
MAM
2087
McLean Asset Management
Virginia
$232K +$12K +49 +5%
SWM
2088
SFG Wealth Management
Maryland
$232K +$13.2K +54 +6%
CCM
2089
Conway Capital Management
California
$231K – – –
LC
2090
Lindbrook Capital
California
$231K -$345K -1,409 -60%
MWM
2091
Marietta Wealth Management
Georgia
$231K -$21.1K -86 -8%
BCMO
2092
Buckingham Capital Management (Ohio)
Ohio
$231K – – –
DP
2093
Denver PWM
Colorado
$231K +$23.5K +96 +11%
OWA
2094
Octavia Wealth Advisors
Ohio
$230K -$2.45K -10 -1%
RG
2095
Retirement Group
California
$230K +$95.6K +390 +70%
HWM
2096
Horizon Wealth Management
Illinois
$229K +$230K +939 New
RFN
2097
RDA Financial Network
Iowa
$228K -$167K -682 -42%
LBA
2098
Lowell Blake & Associates
Massachusetts
$228K -$22.1K -90 -9%
DWM
2099
Drive Wealth Management
Utah
$228K -$21.8K -89 -9%
NA
2100
Nottingham Advisors
New York
$228K – – –