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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
3026
Consilio Wealth Advisors
Washington
$248K -$13.5K -220 -6%
UWM
3027
USAdvisors Wealth Management
Minnesota
$248K +$220K +3,576 New
KFS
3028
Kelly Financial Services
Massachusetts
$248K +$18K +293 +9%
FCT
3029
First Community Trust
Iowa
$248K -$18.4K -300 -8%
JLBC
3030
J.L. Bainbridge & Co
Florida
$247K -$2.95K -48 -1%
RIM
3031
Rockbridge Investment Management
New York
$247K -$1.29K -21 -0.6%
SIC
3032
SJS Investment Consulting
Ohio
$246K -$6.51K -106 -3%
MCM
3033
Mendel Capital Management
Arkansas
$246K -$1.23K -20 -0.6%
CRI
3034
Colonial River Investments
Virginia
$245K +$615 +10 +0.3%
DQRIM
3035
Dale Q Rice Investment Management
Washington
$244K -$223K -3,629 -50%
IPW
3036
Impact Partnership Wealth
Georgia
$244K -$783K -12,736 -78%
MWM
3037
Mittelman Wealth Management
Massachusetts
$243K -$96.7K -1,573 -31%
MFS
3038
McNamara Financial Services
Massachusetts
$243K – – –
CTC
3039
Cetera Trust Company
Minnesota
$242K – – –
PIA
3040
Pollock Investment Advisors
Michigan
$242K +$1.35K +22 +0.6%
SAM
3041
SP Asset Management
California
$242K +$8.3K +135 +4%
PP
3042
Postrock Partners
Oregon
$241K +$9.22K +150 +5%
BWM
3043
Birchcreek Wealth Management
Ohio
$241K -$2.52K -41 -1%
KWM
3044
KFG Wealth Management
Indiana
$241K +$214K +3,475 New
HWM
3045
Horizon Wealth Management
Illinois
$241K -$9.03K -147 -4%
MS
3046
Madden Securities
Texas
$240K -$56.4K -917 -21%
CC
3047
Cypress Capital
Tennessee
$240K +$212K +3,453 New
APWA
3048
Atlas Private Wealth Advisors
New Jersey
$240K +$12.7K +206 +6%
LC
3049
Landaas & Company
Wisconsin
$238K +$184 +3 +0.1%
MAA
3050
Mraz Amerine & Associates
California
$238K -$23.2K -378 -10%