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Name Holding Trade Value Shares
Change
Change in
Stake
ES
3376
Eagle Strategies
New York
$217K +$194K +625 New
ASG
3377
Ariston Services Group
California
$216K +$193K +624 New
LCM
3378
Landscape Capital Management
New Jersey
$216K +$193K +624 New
MSCM
3379
McElhenny Sheffield Capital Management
Texas
$216K +$193K +623 New
CFP
3380
Curran Financial Partners
South Carolina
$216K +$192K +621 New
PAIM
3381
Punch & Associates Investment Management
Minnesota
$216K -$15.5K -50 -7%
IWP
3382
IAG Wealth Partners
Wisconsin
$216K -$6.5K -21 -3%
CWA
3383
Clearview Wealth Advisors
Oregon
$215K +$192K +621 New
B
3384
Birchbrook
Maine
$215K +$192K +620 New
PCS
3385
Private Client Services
Kentucky
$214K +$191K +618 New
AWM
3386
Abound Wealth Management
Tennessee
$214K +$19.2K +62 +11%
STB
3387
S&T Bank
Pennsylvania
$214K +$191K +618 New
KAM
3388
Knightsbridge Asset Management
California
$212K -$194K -627 -51%
WA
3389
WESPAC Advisors
California
$212K -$65K -210 -26%
HG
3390
Harbor Group
New Hampshire
$212K +$190K +612 New
OWM
3391
Orgel Wealth Management
Wisconsin
$212K +$189K +611 New
KWA
3392
Kellett Wealth Advisors
Ohio
$212K +$189K +611 New
CKAIS
3393
Christensen King & Associates Investment Services
Washington
$212K +$189K +610 New
AWM
3394
Altus Wealth Management
Kentucky
$211K +$189K +610 New
WIM
3395
WealthPlan Investment Management
Nebraska
$211K +$189K +610 New
CBC
3396
Coombe, Bender & Co
New York
$211K +$189K +609 New
ACA
3397
Aspire Capital Advisors
Washington
$211K +$189K +609 New
APIM
3398
Agate Pass Investment Management
Washington
$210K +$188K +607 New
BFW
3399
Brady Family Wealth
Missouri
$210K -$134K -433 -42%
MM
3400
MQS Management
New York
$210K +$187K +605 New