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Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
1151
Chas P. Smith & Associates (CPS)
Florida
$287K +$13.8K +750 +6%
CAG
1152
Csenge Advisory Group
Florida
$286K -$30.3K -1,648 -8%
TLP
1153
Trinity Legacy Partners
Texas
$286K -$28K -1,520 -10%
GG
1154
Gofen & Glossberg
Illinois
$286K -$25.5K -1,388 -9%
BA
1155
Ballast Advisors
Minnesota
$286K -$6.33K -344 -2%
SC
1156
Sepio Capital
Utah
$286K +$3.59K +195 +1%
BCAM
1157
Boston Common Asset Management
Massachusetts
$286K +$13.8K +749 +6%
CCFM
1158
Clear Creek Financial Management
Washington
$285K +$43.6K +2,368 +21%
PIA
1159
Perennial Investment Advisors
California
$284K +$250K +13,597 New
JIP
1160
Jaffetilchin Investment Partners
Florida
$283K +$27.1K +1,472 +12%
ITIM
1161
Indiana Trust & Investment Management
Indiana
$282K – – –
FF
1162
FourThought Financial
Florida
$281K -$1.71K -93 -0.7%
SW
1163
SVB Wealth
Massachusetts
$281K +$184 +10 +0.1%
FAG
1164
Fortitude Advisory Group
Washington
$281K +$249K +13,513 New
LWA
1165
Lineweaver Wealth Advisors
Ohio
$280K +$42.8K +2,324 +21%
CWA
1166
Clarus Wealth Advisors
Arizona
$280K +$211K +11,457 New
ACM
1167
Arlington Capital Management
Illinois
$280K +$248K +13,484 New
CPIG
1168
Chicago Partners Investment Group
Illinois
$279K +$9.26K +503 +3%
GCM
1169
Graham Capital Management
Connecticut
$279K +$247K +13,445 New
ER
1170
Enlightenment Research
Florida
$278K -$197K -10,700 -44%
GWM
1171
Gray Wealth Management
Maine
$277K +$6.07K +330 +3%
RIS
1172
Retirement Income Solutions
Michigan
$275K +$44.6K +2,426 +22%
BP
1173
BBR Partners
New York
$275K +$243K +13,219 New
ACP
1174
Aveo Capital Partners
Colorado
$273K +$15.4K +837 +7%
RCI
1175
RS Crum Inc
California
$273K +$242K +13,150 New