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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1101
Optimum Investment Advisors
Illinois
$228K
KBFS
1102
Kohmann Bosshard Financial Services
Ohio
$225K +$214K +940 New
Koshinski Asset Management
1103
Koshinski Asset Management
Illinois
$225K -$156K -688 -42%
VAFP
1104
Vahanian & Associates Financial Planning
New York
$225K +$213K +938 New
SWM
1105
Spire Wealth Management
Virginia
$223K -$44.3K -195 -17%
HCM
1106
Howland Capital Management
Massachusetts
$223K
I
1107
IMPACTfolio
Colorado
$221K +$210K +923 New
CNBT
1108
Canandaigua National Bank & Trust
New York
$220K
LPT
1109
Legacy Private Trust
Wisconsin
$220K
AWA
1110
Aaron Wealth Advisors
Illinois
$220K +$682 +3 +0.3%
NAS
1111
Nicolet Advisory Services
Wisconsin
$219K +$2.27K +10 +1%
FCH
1112
Freestone Capital Holdings
Washington
$218K +$2.05K +9 +1%
MLIC
1113
Mandatum Life Insurance Company
Finland
$218K -$32.5K -143 -14%
CA
1114
Cortland Associates
Missouri
$217K +$1.14K +5 +0.6%
OFS
1115
OneAscent Financial Services
Alabama
$217K +$206K +907 New
FBFS
1116
First Business Financial Services
Wisconsin
$217K
EP
1117
Eudaimonia Partners
Tennessee
$216K -$33K -145 -14%
OAM
1118
Oak Asset Management
California
$216K
PVI
1119
Pine Valley Investments
New Jersey
$216K -$69.1K -304 -25%
SFC
1120
Swisher Financial Concepts
Ohio
$215K +$209K +921 New
FFA
1121
Fortune Financial Advisors
Kansas
$215K +$455 +2 +0.2%
ZF
1122
Zhang Financial
Michigan
$214K -$2.96K -13 -1%
GSB
1123
Greenfield Savings Bank
Massachusetts
$214K -$1.82K -8 -0.9%
SCM
1124
SKBA Capital Management
California
$213K -$127K -560 -39%
DBG
1125
De Burlo Group
Massachusetts
$213K