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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
2176
Pasadena Private Wealth
California
$424K – – –
CWM
2177
Calamos Wealth Management
Illinois
$423K +$4.31K +22 +1%
AIC
2178
Argus Investors Counsel
New York
$422K +$374K +1,907 New
LWM
2179
Lyell Wealth Management
California
$421K – – –
DW30
2180
Drucker Wealth 3.0
New Jersey
$421K +$73.9K +377 +25%
SMWM
2181
Silvia McColl Wealth Management
California
$420K – – –
CWA
2182
Clarity Wealth Advisors
California
$420K +$2.94K +15 +0.8%
ASI
2183
Advisory Services & Investments
Oregon
$420K +$372K +1,899 New
CWA
2184
Clarus Wealth Advisors
Arizona
$420K -$37.1K -189 -9%
LF
2185
Lee Financial
Texas
$420K +$47.8K +244 +15%
VBA
2186
von Borstel & Associates
Oregon
$418K +$371K +1,894 New
VCP
2187
Vista Capital Partners
Oregon
$418K -$27.1K -138 -7%
HCMT
2188
Highland Capital Management (Tennessee)
Tennessee
$417K – – –
LCM
2189
Lazari Capital Management
California
$417K -$17.1K -87 -4%
CBT
2190
Central Bank & Trust
Kentucky
$415K +$12.9K +66 +4%
CFO
2191
CVA Family Office
Colorado
$415K +$15.7K +80 +4%
R
2192
Rebalance
California
$415K +$58K +296 +19%
RTC
2193
Riverview Trust Company
Washington
$414K -$6.67K -34 -2%
PJSIMP
2194
P.J. Schmidt Investment Management (PJS)
Wisconsin
$413K – – –
MCM
2195
Morton Capital Management
California
$413K +$980 +5 +0.3%
SIM
2196
Stratos Investment Management
Ohio
$413K +$366K +1,866 New
PPW
2197
Presilium Private Wealth
Pennsylvania
$412K – – –
MWM
2198
Mattern Wealth Management
Kansas
$411K -$35.7K -182 -9%
MA
2199
MCF Advisors
Kentucky
$411K +$2.94K +15 +0.8%
CBOR
2200
Community Bank of Raymore
Missouri
$411K – – –