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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1126
Wetzel Investment Advisors
Indiana
$219K +$205K +51 New
CIA
1127
CCM Investment Advisers
South Carolina
$219K +$205K +51 New
CC
1128
Corton Capital
Ontario, Canada
$219K +$205K +51 New
FSC
1129
Full Sail Capital
Oklahoma
$219K +$205K +51 New
MIP
1130
Marietta Investment Partners
Wisconsin
$219K +$205K +51 New
ML
1131
McAdam LLC
Pennsylvania
$219K +$205K +51 New
RMDI
1132
R.M. Davis Inc
Maine
$219K +$205K +51 New
CRC
1133
Curi RMB Capital
Illinois
$219K +$205K +51 New
SIM
1134
Sentry Investment Management
Wisconsin
$218K -$381K -95 -64%
CPA
1135
Capital Performance Advisors
California
$217K +$205K +51 New
PAS
1136
Professional Advisory Services
Florida
$215K -$201K -50 -50%
RS
1137
R Squared
Hong Kong
$215K -$610K -152 -75%
PWG
1138
Portside Wealth Group
Utah
$215K -$20.1K -5 -9%
IIM
1139
Intact Investment Management
Quebec, Canada
$215K +$201K +50 New
IIC
1140
Ironwood Investment Counsel
Arizona
$215K +$201K +50 New
NI
1141
NDVR Inc
Massachusetts
$215K +$201K +50 New
RMP
1142
Richards, Merrill & Peterson
Washington
$215K +$201K +50 New
SB
1143
Sunflower Bank
Texas
$215K +$201K +50 New
MAWA
1144
Moss Adams Wealth Advisors
Washington
$210K +$197K +49 New
SWM
1145
Seed Wealth Management
Illinois
$210K -$193K -48 -49%
DCM
1146
DGS Capital Management
New Jersey
$210K -$28.1K -7 -13%
CWM
1147
Calamos Wealth Management
Illinois
$210K +$197K +49 New
CCMG
1148
Clark Capital Management Group
Pennsylvania
$210K +$197K +49 New
C
1149
Certuity
Florida
$208K -$32.1K -8 -14%
BSTWA
1150
Blake Schutter Theil Wealth Advisors
Ohio
$206K +$193K +48 New