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Name Holding Trade Value Shares
Change
Change in
Stake
BI
2601
Ballast Inc
Kentucky
$242K -$24.6K -260 -9%
MSFP
2602
Mark Sheptoff Financial Planning
Connecticut
$242K -$35.5K -375 -12%
FSC
2603
Full Sail Capital
Oklahoma
$242K +$1.42K +15 +0.6%
APW
2604
Aurora Private Wealth
New Jersey
$242K -$9.38K -99 -4%
WCFA
2605
Walkner Condon Financial Advisors
Wisconsin
$241K +$51.4K +543 +25%
HC
2606
Hamilton Capital
Ohio
$240K -$32.7K -345 -11%
HCM
2607
Harvey Capital Management
Florida
$239K
JWM
2608
Jessup Wealth Management
Ohio
$239K -$622K -6,563 -71%
FNBOSM
2609
First National Bank of South Miami
Florida
$239K -$83.7K -884 -25%
SSG
2610
Summit Securities Group
New York
$239K +$29.7K +314 +13%
MSCM
2611
McElhenny Sheffield Capital Management
Texas
$238K +$55.1K +582 +28%
VC
2612
Vestor Capital
Illinois
$238K +$76.9K +812 +44%
RFN
2613
RDA Financial Network
Iowa
$237K -$11.1K -117 -4%
FWP
2614
Firethorn Wealth Partners
Georgia
$236K +$9.38K +99 +4%
GC
2615
Gilbert & Cook
Iowa
$236K -$109K -1,155 -30%
ECAM
2616
East Coast Asset Management
Massachusetts
$236K -$23.9K -252 -9%
KWM
2617
Keebeck Wealth Management
Illinois
$234K -$2.56K -27 -1%
FFA
2618
Fairfield Financial Advisors
Massachusetts
$234K -$70K -739 -22%
DCM
2619
Deuterium Capital Management
Florida
$234K +$248K +2,619 New
KIG
2620
Kowal Investment Group
Wisconsin
$234K -$1.04K -11 -0.4%
FAM
2621
Flaharty Asset Management
Florida
$233K -$3.22K -34 -1%
ASA
2622
Armstrong Shaw Associates
Connecticut
$233K
TI
2623
Truepoint Inc
Ohio
$233K +$247K +2,605 New
WIP
2624
WealthCare Investment Partners
Rhode Island
$232K -$9.76K -103 -4%
PAM
2625
Paradigm Asset Management
New York
$232K -$114K -1,200 -32%