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Name Holding Trade Value Shares
Change
Change in
Stake
IAP
2226
Indie Asset Partners
Indiana
$203K +$199K +1,443 New
ME
2227
McIlrath & Eck
Washington
$203K +$3.72K +27 +2%
QL
2228
Quarry LP
New York
$203K +$199K +1,441 New
SC
2229
Steph & Co
Wisconsin
$203K
V
2230
VeraBank
Texas
$202K +$197K +1,431 New
CWM
2231
CCG Wealth Management
California
$201K +$197K +1,428 New
CA
2232
Cortland Associates
Missouri
$201K +$197K +1,427 New
CFO
2233
CVA Family Office
Colorado
$198K +$9.24K +67 +5%
JMF
2234
Johnson Midwest Financial
Iowa
$190K
MRCM
2235
M&R Capital Management
New Jersey
$190K -$139K -1,010 -43%
PO
2236
Private Ocean
California
$189K +$690 +5 +0.4%
OCM
2237
Orion Capital Management
California
$189K
AWM
2238
Align Wealth Management
Oklahoma
$184K +$214K +1,548 New
FRA
2239
Front Row Advisors
California
$183K
TAM
2240
Tucker Asset Management
Colorado
$178K
PVH
2241
Psagot Value Holdings
Israel
$176K
LS
2242
Livforsakringsbolaget Skandia
Sweden
$171K
CMP
2243
Coston McIsaac & Partners
Maine
$170K +$1.1K +8 +0.7%
SA
2244
SRH Advisors
Kansas
$169K -$4.55K -33 -3%
FCMT
2245
Founders Capital Management (Texas)
Texas
$169K
RA
2246
Rise Advisors
New York
$168K +$138 +1 +0.1%
ABLA
2247
Alan B. Lancz & Associates
Ohio
$167K -$13.8K -100 -8%
BFPW
2248
BOK Financial Private Wealth
Colorado
$162K +$50.3K +365 +46%
JEST
2249
JTC Employer Solutions Trustee
Jersey
$155K
SC
2250
Sierra Capital
Florida
$155K