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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
2701
Strategic Investment Solutions
Illinois
$245K -$47.8K -474 -16%
PFP
2702
Paragon Financial Partners
California
$245K +$302 +3 +0.1%
UWM
2703
USAdvisors Wealth Management
Minnesota
$245K -$69.7K -691 -22%
CAM
2704
Congress Asset Management
Massachusetts
$245K +$246K +2,444 New
CAM
2705
Clark Asset Management
New Hampshire
$244K +$246K +2,442 New
PIAS
2706
PCA Investment Advisory Services
Ohio
$244K +$246K +2,440 New
OC
2707
Oarsman Capital
Wisconsin
$244K +$246K +2,440 New
MFG
2708
Monte Financial Group
Connecticut
$243K -$9.07K -90 -4%
MHWM
2709
Montz Harcus Wealth Management
Louisiana
$243K -$10.1K -100 -4%
FIBT
2710
First International Bank & Trust
North Dakota
$243K – – –
LS
2711
Livforsakringsbolaget Skandia
Sweden
$242K – – –
APW
2712
Austin Private Wealth
Texas
$242K +$243K +2,412 New
MRI
2713
Mad River Investors
Massachusetts
$240K – – –
CJL
2714
Cyrus J. Lawrence
New York
$240K -$18.7K -185 -7%
OKSA
2715
O'Keefe Stevens Advisory
New York
$240K +$5.04K +50 +2%
BCM
2716
Bienville Capital Management
New York
$239K – – –
KCM
2717
Kathmere Capital Management
Pennsylvania
$239K +$241K +2,389 New
WWMSC
2718
Wagner Wealth Management (South Carolina)
South Carolina
$239K +$3.53K +35 +1%
BBWP
2719
Beacon Bridge Wealth Partners
Pennsylvania
$238K -$907 -9 -0.4%
BFWA
2720
Benchmark Financial Wealth Advisors
Florida
$238K -$37K -367 -13%
KWM
2721
Kaydan Wealth Management
Michigan
$238K +$240K +2,377 New
HFM
2722
Harvest Fund Management
China
$238K +$118K +1,173 +97%
HWM
2723
HFG Wealth Management
Texas
$238K +$240K +2,376 New
HPM
2724
Hoxton Planning & Management
West Virginia
$238K +$240K +2,376 New
OWM
2725
Opes Wealth Management
California
$238K +$239K +2,374 New