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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
3451
Crux Wealth Advisors
California
$220K +$233K +1,519 New
LI
3452
LVZ Inc
Michigan
$220K +$232K +1,516 New
CIS
3453
Continental Investors Services
Washington
$219K +$5.05K +33 +2%
LRIA
3454
Leonard Rickey Investment Advisors
Washington
$219K -$3.37K -22 -1%
LIA
3455
LifePlan Investment Advisors
North Carolina
$219K -$2.6K -17 -1%
CWM
3456
Crowley Wealth Management
Delaware
$219K +$231K +1,512 New
MAG
3457
M3 Advisory Group
Massachusetts
$219K -$39.8K -260 -15%
MCIA
3458
Mountain Capital Investment Advisors
Colorado
$219K -$12.2K -80 -6%
OFW
3459
Omnia Family Wealth
Florida
$218K +$230K +1,504 New
FPTW
3460
Franklin, Parlapiano, Turner & Welch
Texas
$218K -$57.7K -377 -20%
SIC
3461
Sage Investment Counsel
Tennessee
$218K +$230K +1,503 New
NI
3462
NDVR Inc
Massachusetts
$217K +$230K +1,500 New
MCM
3463
Mitchell Capital Management
Kansas
$217K -$3.06K -20 -1%
CCM
3464
Check Capital Management
California
$217K -$1.53K -10 -0.7%
R
3465
Rebalance
California
$217K – – –
ASC
3466
Atalanta Sosnoff Capital
New York
$217K +$230K +1,500 New
ACA
3467
Atlas Capital Advisors
Wyoming
$217K +$230K +1,500 New
WAOI
3468
Wealth Advisors of Iowa
Iowa
$217K +$6.28K +41 +3%
PR
3469
Payden & Rygel
California
$217K -$16.8K -110 -7%
MQWP
3470
Morey & Quinn Wealth Partners
Nebraska
$216K +$229K +1,493 New
CWA
3471
Cura Wealth Advisors
Illinois
$216K +$228K +1,491 New
CWM
3472
Centurion Wealth Management
Virginia
$215K -$153 -1 -0.1%
BCM
3473
BluePath Capital Management
Georgia
$215K +$212K +1,385 New
VFP
3474
Verus Financial Partners
Virginia
$215K -$46.7K -305 -18%
OAS
3475
Optivise Advisory Services
Tennessee
$215K -$38.1K -249 -14%