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Name Holding Trade Value Shares
Change
Change in
Stake
JDLA
1101
J. Derek Lewis & Associates
California
$245K
UF
1102
Univest Financial
Pennsylvania
$244K
CMBA
1103
C.M. Bidwell & Associates
Hawaii
$244K -$295K -845 -52%
AIFAIM
1104
American Institute for Advanced Investment Management
Arizona
$244K +$69.8K +200 +1%
TC
1105
Trilogy Capital
California
$244K -$11.5K -33 -4%
BST
1106
Bath Savings Trust
Maine
$243K -$4.19K -12 -2%
PBC
1107
Pavion Blue Capital
California
$243K
SB
1108
Strategic Blueprint
Georgia
$241K -$5.59K -16 -2%
EB
1109
Eastern Bank
Massachusetts
$240K
BCI
1110
Blue Capital Inc
Nebraska
$240K +$267K +764 New
AA
1111
Alta Advisers
United Kingdom
$240K
CFP
1112
Catalyst Financial Partners
Massachusetts
$240K +$42.6K +122 +19%
KP
1113
Keel Point
Alabama
$238K -$141K -404 -35%
IWP
1114
Innova Wealth Partners
Pennsylvania
$237K
AT
1115
American Trust
Kentucky
$236K +$263K +752 New
FHC
1116
First Heartland Consultants
Missouri
$235K -$11.2K -32 -4%
VIM
1117
Vancity Investment Management
British Columbia, Canada
$235K +$5.24K +15 +2%
HKIMG
1118
Hutchens & Kramer Investment Management Group
Indiana
$234K +$260K +746 New
CWM
1119
Cornerstone Wealth Management
Missouri
$234K +$8.73K +25 +3%
VEM
1120
Vann Equity Management
Texas
$233K +$259K +743 New
CCA
1121
Childress Capital Advisors
Texas
$233K -$311K -891 -55%
SFO
1122
Stokes Family Office
Louisiana
$233K -$137K -392 -35%
OPF
1123
Old Peak Finance
North Carolina
$232K
PCH
1124
PGIM Custom Harvest
New Jersey
$231K +$1.4K +4 +0.5%
GIA
1125
GHP Investment Advisors
Colorado
$231K +$698 +2 +0.3%