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Name Holding Trade Value Shares
Change
Change in
Stake
SMC
826
Smith, Moore & Co
Missouri
$243K +$195K +870 New
Koshinski Asset Management
827
Koshinski Asset Management
Illinois
$242K +$193K +865 New
IWP
828
Icon Wealth Partners
Texas
$242K +$194K +866 New
LWAC
829
Laurel Wealth Advisors (California)
California
$240K +$192K +858 New
SAM
830
Shikiar Asset Management
New York
$240K +$192K +860 New
WF
831
Welch & Forbes
Massachusetts
$238K +$190K +850 New
CA
832
Continuum Advisory
Idaho
$237K +$190K +848 New
I
833
INVST
Indiana
$234K -$112K -501 -38%
MGIM
834
M&G Investment Management
United Kingdom
$232K +$185K +829 New
TCM
835
Tandem Capital Management
New Jersey
$231K +$184K +825 New
ASFA
836
All Season Financial Advisors
Colorado
$230K +$184K +822 New
OR
837
Olympiad Research
Connecticut
$230K +$184K +822 New
C
838
Certuity
Florida
$229K +$183K +818 New
MMA
839
Miracle Mile Advisors
California
$229K +$183K +819 New
SC
840
Saturna Capital
Washington
$229K +$183K +820 New
RPWA
841
Regent Peak Wealth Advisors
Georgia
$226K +$169K +758 New
DTL
842
Dynamic Technology Lab
Singapore
$225K +$180K +805 New
22CM
843
20/20 Capital Management
California
$225K +$180K +806 New
BCA
844
Biltmore Capital Advisors
New Jersey
$224K +$179K +800 New
FP
845
Foundry Partners
Minnesota
$223K +$178K +797 New
MFG
846
Menard Financial Group
Texas
$222K +$177K +793 New
FPA
847
First Pacific Advisors
California
$221K -$29.1K -130 -14%
LWA
848
Lineweaver Wealth Advisors
Ohio
$221K +$177K +792 New
BFA
849
Benedict Financial Advisors
Georgia
$220K +$176K +787 New
TC
850
Telemus Capital
Michigan
$220K +$176K +787 New