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Name Holding Trade Value Shares
Change
Change in
Stake
UL
2776
Unionview LLC
Washington
$347K -$11K -76 -3%
ACP
2777
Arcus Capital Partners
Georgia
$347K -$2.89K -20 -0.8%
AIS
2778
AM Investment Strategies
Tennessee
$347K +$71.3K +493 +24%
KIM
2779
Karpus Investment Management
New York
$345K – – –
FWP
2780
Firethorn Wealth Partners
Georgia
$345K +$2.17K +15 +0.6%
QCIG
2781
Quad-Cities Investment Group
Iowa
$343K +$2.89K +20 +0.8%
WDL
2782
Well Done LLC
Michigan
$343K +$10.7K +74 +3%
HLOC
2783
H.L. Ormond & Company
North Carolina
$342K -$76.8K -531 -18%
BA
2784
Ballast Advisors
Minnesota
$342K -$8.96K -62 -2%
PM
2785
Penbrook Management
New York
$342K +$54.2K +375 +18%
HFP
2786
Holistic Financial Partners
Indiana
$341K +$2.89K +20 +0.8%
CC
2787
Commons Capital
Massachusetts
$341K +$16.2K +112 +5%
TIM
2788
Tortoise Investment Management
New York
$341K +$50.6K +350 +16%
LSC
2789
Lesa Sroufe & Co
Washington
$340K – – –
UWM
2790
USAdvisors Wealth Management
Minnesota
$340K +$20.5K +142 +6%
CCM
2791
Carlson Capital Management
Minnesota
$340K +$76.8K +531 +27%
PWS
2792
Precision Wealth Strategies
Missouri
$340K +$358K +2,478 New
CP
2793
Castleview Partners
Texas
$340K +$359K +2,483 New
PCG
2794
Private Capital Group
Connecticut
$339K -$116K -801 -24%
AWMG
2795
Alliance Wealth Management Group
New Jersey
$339K -$2.89K -20 -0.8%
LRIC
2796
Long Road Investment Counsel
Michigan
$339K +$358K +2,475 New
FA
2797
Faithward Advisors
Pennsylvania
$338K +$42.2K +292 +13%
ST
2798
Somerset Trust
Pennsylvania
$337K -$47.3K -327 -12%
CISOA
2799
Capital Investment Services of America
Wisconsin
$337K – – –
PFP
2800
Paragon Financial Partners
California
$336K – – –