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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
2176
Prosperity Capital Advisors
Ohio
$228K +$183K +115 New
CIS
2177
Continental Investors Services
Washington
$227K – – –
MCWS
2178
McKinley Carter Wealth Services
West Virginia
$225K +$180K +113 New
BFIM
2179
Beese Fulmer Investment Management
Ohio
$225K +$180K +113 New
CASB
2180
Cape Ann Savings Bank
Massachusetts
$225K +$180K +113 New
HI
2181
Humankind Investments
New York
$225K +$180K +113 New
KWA
2182
Kellett Wealth Advisors
Ohio
$225K +$180K +113 New
IJWM
2183
Inman Jager Wealth Management
Mississippi
$223K +$178K +112 New
NFG
2184
Nadler Financial Group
Illinois
$223K +$178K +112 New
CIC
2185
Chase Investment Counsel
Virginia
$222K -$228K -143 -56%
HP
2186
Holistic Planning
Texas
$221K +$177K +111 New
KFS
2187
Kelly Financial Services
Massachusetts
$221K +$177K +111 New
9C
2188
9823 Capital
Texas
$221K +$177K +111 New
IWA
2189
Invera Wealth Advisors
Oregon
$221K +$177K +111 New
JRPIM
2190
Journey Retirement Planning & Investment Management
Idaho
$221K +$177K +111 New
MHFA
2191
Mission Hills Financial Advisory
California
$221K +$177K +111 New
OGF
2192
Orin Green Financial
California
$221K +$177K +111 New
PFS
2193
Prospect Financial Services
New York
$221K +$177K +111 New
CWM
2194
Cherrydale Wealth Management
New Jersey
$220K +$175K +110 New
FWM
2195
Focused Wealth Management
New York
$219K +$175K +110 New
MPCG
2196
Matrix Private Capital Group
New York
$219K +$175K +110 New
BG
2197
Bahl & Gaynor
Ohio
$219K +$175K +110 New
JE
2198
Jacobs Equity
Utah
$219K +$175K +110 New
LFGO
2199
Legacy Financial Group (Oklahoma)
Oklahoma
$219K +$175K +110 New
MCA
2200
MSH Capital Advisors
Arizona
$219K +$175K +110 New