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Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
2776
Comprehensive Financial Consultants Institutional
Indiana
$326K – – –
RIS
2777
Richmond Investment Services
Wisconsin
$326K -$9.69K -37 -3%
LODC
2778
Lanham O'Dell & Company
West Virginia
$326K +$262 +1 +0.1%
Loomis, Sayles & Company
2779
Loomis, Sayles & Company
Massachusetts
$325K -$59.9K -229 -17%
FCMT
2780
Founders Capital Management (Texas)
Texas
$324K – – –
WIM
2781
Westside Investment Management
California
$324K +$16.2K +62 +6%
SFS
2782
Searcy Financial Services
Kansas
$324K – – –
NWM
2783
Northwest Wealth Management
Iowa
$324K +$7.85K +30 +3%
CPA
2784
Court Place Advisors
Maryland
$323K -$113K -433 -27%
PPA
2785
Pacific Point Advisors
California
$322K – – –
LWM
2786
Level Wealth Management
North Carolina
$321K +$524 +2 +0.2%
SIC
2787
Shoker Investment Counsel
Ohio
$321K +$1.57K +6 +0.5%
BAG
2788
Bridgewealth Advisory Group
California
$321K +$1.05K +4 +0.4%
CWM
2789
Centurion Wealth Management
Virginia
$320K -$524 -2 -0.2%
MTWM
2790
Masso Torrence Wealth Management
New Jersey
$319K +$37.7K +144 +15%
EWM
2791
Elmwood Wealth Management
California
$319K +$105K +400 +55%
WC
2792
Woodstock Corp
Massachusetts
$318K -$19.6K -75 -6%
BFG
2793
Birch Financial Group
New Hampshire
$318K +$30.9K +118 +12%
HIW
2794
Holos Integrated Wealth
Pennsylvania
$318K -$14.7K -56 -5%
SWM
2795
Scissortail Wealth Management
Oklahoma
$316K – – –
I
2796
INVST
Indiana
$316K -$21.2K -81 -7%
LA
2797
Latitude Advisors
Florida
$314K -$23.6K -90 -7%
BBA
2798
Braun-Bostich & Associates
Pennsylvania
$313K -$26.4K -101 -8%
CPA
2799
Capital Performance Advisors
California
$313K +$290K +1,109 New
DCM
2800
DGS Capital Management
New Jersey
$313K +$94.5K +361 +48%