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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
2151
Chatham Capital Group
Georgia
$231K +$185K +116 New
TW
2152
ticino wealth
California
$231K +$185K +116 New
EWM
2153
Evergreen Wealth Management
Michigan
$229K +$183K +115 New
HBS
2154
Howard Bailey Securities
Indiana
$229K -$111K -70 -38%
Boston Partners
2155
Boston Partners
Massachusetts
$229K +$183K +115 New
EWM
2156
Elmwood Wealth Management
California
$229K +$183K +115 New
TA
2157
TKG Advisors
Indiana
$229K +$183K +115 New
MSG
2158
Main Street Group
Virginia
$229K
EFMC
2159
Empire Financial Management Company
New York
$229K +$183K +115 New
MSWM
2160
Master's Wealth Management
Pennsylvania
$229K -$283K -178 -61%
PCA
2161
Prosperity Capital Advisors
Ohio
$228K +$183K +115 New
CIS
2162
Continental Investors Services
Washington
$227K
MCWS
2163
McKinley Carter Wealth Services
West Virginia
$225K +$180K +113 New
BFIM
2164
Beese Fulmer Investment Management
Ohio
$225K +$180K +113 New
CASB
2165
Cape Ann Savings Bank
Massachusetts
$225K +$180K +113 New
HI
2166
Humankind Investments
New York
$225K +$180K +113 New
KWA
2167
Kellett Wealth Advisors
Ohio
$225K +$180K +113 New
IJWM
2168
Inman Jager Wealth Management
Mississippi
$223K +$178K +112 New
NFG
2169
Nadler Financial Group
Illinois
$223K +$178K +112 New
CIC
2170
Chase Investment Counsel
Virginia
$222K -$228K -143 -56%
HP
2171
Holistic Planning
Texas
$221K +$177K +111 New
KFS
2172
Kelly Financial Services
Massachusetts
$221K +$177K +111 New
9C
2173
9823 Capital
Texas
$221K +$177K +111 New
IWA
2174
Invera Wealth Advisors
Oregon
$221K +$177K +111 New
JRPIM
2175
Journey Retirement Planning & Investment Management
Idaho
$221K +$177K +111 New