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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1726
Shoker Investment Counsel
Ohio
$246K +$875 +8 +0.3%
FNBSF
1727
First National Bank Sioux Falls
South Dakota
$245K – – –
SC
1728
Schubert & Co
Texas
$245K -$4.05K -37 -1%
LWM
1729
Laidlaw Wealth Management
New York
$244K +$42.9K +392 +19%
MMG
1730
Monetary Management Group
Missouri
$243K +$10.9K +100 +4%
GAM
1731
Grandview Asset Management
Pennsylvania
$243K +$2.3K +21 +0.9%
NC
1732
NovaPoint Capital
Georgia
$242K +$219 +2 +0.1%
AIA
1733
Angeles Investment Advisors
California
$242K +$267K +2,444 New
T
1734
TRUADVICE
Florida
$241K +$257K +2,345 New
BWP
1735
Balboa Wealth Partners
Arizona
$241K -$104K -950 -28%
PGIM
1736
Pacific Global Investment Management
California
$239K -$3.28K -30 -1%
CFA
1737
Compass Financial Advisors
Indiana
$239K +$109 +1 +0%
MCCA
1738
Mill Creek Capital Advisors
Pennsylvania
$238K -$109 -1 -0%
MIM
1739
MTM Investment Management
South Carolina
$238K – – –
TC
1740
Touchstone Capital
Pennsylvania
$238K – – –
AO
1741
Advisor OS
Illinois
$238K +$263K +2,400 New
SSG
1742
Summit Securities Group
New York
$238K -$608K -5,559 -70%
RWA
1743
Ropes Wealth Advisors
Massachusetts
$236K -$29.7K -271 -10%
AWC
1744
Adamsbrown Wealth Consultants
Kansas
$236K +$29K +265 +13%
WWP
1745
WR Wealth Planners
Missouri
$235K +$164K +1,497 +171%
SWM
1746
Silverlake Wealth Management
Vermont
$235K -$2.74K -25 -1%
PFS
1747
Physicians Financial Services
North Carolina
$234K -$2.74K -25 -1%
KP
1748
Keel Point
Alabama
$234K +$6.57K +60 +3%
LC
1749
Lincoln Capital
Nebraska
$232K -$1.53K -14 -0.6%
AAG
1750
Armstrong Advisory Group
Massachusetts
$232K – – –
68 69
70
71 72