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Name Holding Trade Value Shares
Change
Change in
Stake
SPW
2301
Sonoma Private Wealth
California
$246K -$115K -758 -33%
EB
2302
Eastern Bank
Massachusetts
$246K
FG
2303
Foster Group
Iowa
$246K
WW
2304
Westshore Wealth
California
$245K -$30.2K -200 -12%
IR
2305
IAT Reinsurance
New York
$245K
LAM
2306
Lountzis Asset Management
Pennsylvania
$245K
MAWCM
2307
Mine & Arao Wealth Creation & Management
California
$245K
NSCM
2308
New South Capital Management
Tennessee
$245K
RCM
2309
Richardson Capital Management
Wisconsin
$245K +$227K +1,500 New
LC
2310
Landaas & Company
Wisconsin
$245K -$3.32K -22 -1%
MIM
2311
Moseley Investment Management
Florida
$245K +$226K +1,496 New
PAIM
2312
Punch & Associates Investment Management
Minnesota
$244K
VC
2313
Vestor Capital
Illinois
$244K
OWA
2314
Octavia Wealth Advisors
Ohio
$244K +$225K +1,490 New
GPA
2315
Guerra Pan Advisors
New Jersey
$243K -$3.78K -25 -2%
ARG
2316
Advisory Resource Group
Oklahoma
$243K
TAM
2317
Townsend Asset Management
North Carolina
$243K -$6.2K -41 -3%
TFM
2318
Trademark Financial Management
Minnesota
$243K +$225K +1,487 New
SWM
2319
Seed Wealth Management
Illinois
$243K
HS
2320
Horan Securities
United States
$242K +$453 +3 +0.2%
CAM
2321
Campion Asset Management
Virginia
$241K +$223K +1,475 New
RWP
2322
Revolve Wealth Partners
New Jersey
$241K +$2.12K +14 +1%
PWA
2323
Primoris Wealth Advisors
Florida
$241K
EFA
2324
Evernest Financial Advisors
Indiana
$240K +$222K +1,470 New
EBWM
2325
Eagle Bluffs Wealth Management
Missouri
$240K