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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1876
Summit Asset Management
Tennessee
$256K – – –
AMM
1877
American Money Management
California
$255K +$35.7K +100 +18%
VCM
1878
Versant Capital Management
Arizona
$254K +$3.58K +10 +2%
IWP
1879
Icon Wealth Partners
Texas
$253K +$237K +664 New
FBC
1880
Fairfield, Bush & Co
Connecticut
$253K +$238K +665 New
PCM
1881
Prelude Capital Management
New York
$253K +$238K +666 New
LC
1882
Lincoln Capital
Nebraska
$250K – – –
VAM
1883
Verity Asset Management
North Carolina
$250K +$39.3K +110 +20%
BWL
1884
Bogart Wealth LLC
Virginia
$250K +$79K +221 +51%
WPA
1885
West Paces Advisors
Georgia
$250K – – –
TPW
1886
Tiller Private Wealth
Pennsylvania
$249K +$17.9K +50 +8%
CWM
1887
Centric Wealth Management
Illinois
$248K -$17.9K -50 -7%
RPGK
1888
Retirement Planning Group (Kansas)
Kansas
$248K -$5K -14 -2%
NDSI
1889
Newman Dignan & Sheerar Inc
Rhode Island
$248K – – –
HFA
1890
Huber Financial Advisors
Illinois
$247K -$7.51K -21 -3%
BFPW
1891
BOK Financial Private Wealth
Colorado
$247K +$232K +649 New
MCM
1892
Mainstay Capital Management
Michigan
$246K +$231K +647 New
PP
1893
PrairieView Partners
Minnesota
$244K +$229K +642 New
OFG
1894
OmniStar Financial Group
North Carolina
$242K +$715 +2 +0.3%
CA
1895
Continuum Advisory
Idaho
$242K +$5.36K +15 +2%
CAM
1896
Concorde Asset Management
Michigan
$240K -$162K -454 -42%
HIM
1897
Hotaling Investment Management
Pennsylvania
$240K +$4.29K +12 +2%
WCAMG
1898
Woodard & Company Asset Management Group
North Carolina
$240K +$225K +630 New
TA
1899
Thor Advisors
New York
$240K +$226K +631 New
CG
1900
CFO4Life Group
Texas
$239K +$357 +1 +0.2%