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Name Holding Trade Value Shares
Change
Change in
Stake
SGI
2276
Swan Global Investments
Colorado
$406K +$69.9K +232 +21%
CWA
2277
Consilio Wealth Advisors
Washington
$406K -$18.7K -62 -4%
SWK
2278
Stephen W. Kidder
$405K
BDF
2279
Black Diamond Financial
Maryland
$405K
WIC
2280
Woodmont Investment Counsel
Tennessee
$404K
HCM
2281
Hillman Capital Management
Maryland
$404K -$2.11K -7 -0.5%
MAG
2282
M3 Advisory Group
Massachusetts
$403K +$2.71K +9 +0.7%
RMAM
2283
Raab & Moskowitz Asset Management
New Jersey
$403K -$56.3K -187 -13%
BI
2284
Breachway Investments
Rhode Island
$403K +$394K +1,309 New
CFC
2285
Coyle Financial Counsel
Illinois
$403K +$22.6K +75 +6%
BWP
2286
BSW Wealth Partners
Colorado
$403K -$54.8K -182 -12%
PFA
2287
Pathway Financial Advisors
Vermont
$403K
TWM
2288
Trueblood Wealth Management
Ohio
$403K +$42.2K +140 +12%
DI
2289
Disciplined Investments
Oklahoma
$402K -$1.51K -5 -0.4%
EWA
2290
Evolution Wealth Advisors
Florida
$401K
IF
2291
Integrity Financial
Wyoming
$400K -$90.3K -300 -19%
FCB
2292
First County Bank
Connecticut
$400K
JFG
2293
Juno Financial Group
Virginia
$399K +$390K +1,296 New
DWM
2294
DWR Wealth Management
California
$399K +$385K +1,279 New
JBA
2295
Johnson Bixby & Associates
Washington
$399K -$24.7K -82 -6%
RCM
2296
Ridgepath Capital Management
Tennessee
$398K
CAM
2297
Costello Asset Management
Pennsylvania
$398K -$137K -454 -26%
CBT
2298
CoreFirst Bank & Trust
Kansas
$398K -$282K -938 -42%
MA
2299
Montag & Associates
Georgia
$398K -$32.2K -107 -8%
CWA
2300
Canvas Wealth Advisors
Kansas
$397K +$14.8K +49 +4%