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Name Holding Trade Value Shares
Change
Change in
Stake
SW
1826
StrongBox Wealth
Missouri
$264K +$3.33K +15 +1%
KMC
1827
Kirr Marbach & Co
Indiana
$264K +$230K +1,037 New
CA
1828
Continuum Advisory
Idaho
$264K +$233K +1,050 New
CIC
1829
Chilton Investment Company
Connecticut
$263K
NS
1830
Newman & Schimel
Illinois
$263K +$12K +54 +6%
FC
1831
Ferris Capital
Massachusetts
$262K -$356K -1,601 -61%
NCMW
1832
Northern Capital Management (Washington)
Washington
$262K
AIS
1833
AM Investment Strategies
Tennessee
$262K +$229K +1,029 New
CFAM
1834
Center For Asset Management
Florida
$261K -$33.3K -150 -13%
CT
1835
Coastline Trust
Rhode Island
$261K -$11.1K -50 -5%
SFM
1836
Signet Financial Management
New Jersey
$261K +$15.6K +70 +7%
MCM
1837
MV Capital Management
Maryland
$261K +$24.9K +112 +12%
JAM
1838
Jupiter Asset Management
United Kingdom
$261K +$228K +1,026 New
AIA
1839
Angeles Investment Advisors
California
$260K
KS
1840
Karpas Strategies
Connecticut
$259K
FM
1841
Family Management
New York
$258K -$165K -742 -42%
AWA
1842
ARS Wealth Advisors
Florida
$258K -$19.6K -88 -8%
RFG
1843
Range Financial Group
Oregon
$258K +$225K +1,013 New
VWM
1844
Valley Wealth Managers
New Jersey
$257K -$5.11K -23 -2%
PWA
1845
Providence Wealth Advisors
Illinois
$256K
AIA
1846
Armor Investment Advisors
North Carolina
$256K +$223K +1,004 New
EA
1847
Emerald Advisors
Washington
$256K +$223K +1,005 New
NG
1848
NatWest Group
United Kingdom
$255K -$835K -3,757 -79%
BIM
1849
Bridgecreek Investment Management
Oklahoma
$255K
SFSIG
1850
San Francisco Sentry Investment Group
California
$255K