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Name Holding Trade Value Shares
Change
Change in
Stake
SP
1801
Systematic Portfolios
New York
$226K +$233K +721 New
PWP
1802
Perfromance Wealth Partners
Illinois
$226K – – –
KTA
1803
Keeley-Teton Advisors
Illinois
$226K -$370K -1,146 -61%
TCM
1804
Traynor Capital Management
Pennsylvania
$225K +$232K +719 New
LSIA
1805
LaSalle St. Investment Advisors
Illinois
$225K +$232K +718 New
MKC
1806
M. Kraus & Co
Vermont
$225K – – –
IIM
1807
Ironwood Investment Management
Massachusetts
$225K – – –
CPP
1808
Capasso Planning Partners
South Carolina
$223K +$230K +712 New
WCWM
1809
Willow Creek Wealth Management
California
$223K -$2.58K -8 -1%
JCM
1810
Jacobsen Capital Management
Utah
$223K +$5.49K +17 +2%
WAM
1811
Weatherly Asset Management
California
$222K +$323 +1 +0.1%
LMKC
1812
L.M. Kohn & Company
Ohio
$220K -$17.1K -53 -7%
AWM
1813
Aprio Wealth Management
Georgia
$220K +$8.72K +27 +4%
FFA
1814
Fi3 Financial Advisors
Indiana
$219K +$6.13K +19 +3%
DDPIC
1815
Deroy & Devereaux Private Investment Counsel
Michigan
$219K – – –
CTC
1816
Cetera Trust Company
Minnesota
$219K – – –
MBTD
1817
Mechanics Bank - Trust Department
California
$219K – – –
MAWA
1818
Moss Adams Wealth Advisors
Washington
$218K +$224K +694 New
RCA
1819
Ranch Capital Advisors
Florida
$217K +$5.17K +16 +2%
IPW
1820
Inlet Private Wealth
Florida
$217K +$223K +692 New
HFS
1821
Heritage Financial Services
Massachusetts
$215K -$3.23K -10 -1%
PCM
1822
Prelude Capital Management
New York
$214K -$440K -1,363 -67%
PBO
1823
Peoples Bank (Ohio)
Ohio
$214K +$220K +681 New
AT
1824
Arvest Trust
Oklahoma
$214K -$16.1K -50 -7%
GB
1825
Goepper Burkhardt
South Carolina
$213K – – –