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Name Holding Trade Value Shares
Change
Change in
Stake
AT
2601
American Trust
Kentucky
$225K +$224K +4,373 New
DIM
2602
Delta Investment Management
California
$224K +$1.84K +36 +0.8%
IA
2603
Insight Advisors
Pennsylvania
$223K +$9.05K +177 +4%
BA
2604
Bluesphere Advisors
Pennsylvania
$222K
CWS
2605
Cypress Wealth Services
California
$221K -$2.56K -50 -1%
SSA
2606
South Street Advisors
New York
$221K
EA
2607
Eudaimonia Advisors
Tennessee
$221K +$219K +4,289 New
WFA
2608
WMG Financial Advisors
Tennessee
$221K +$220K +4,309 New
ACM
2609
Academy Capital Management
Texas
$220K
BWM
2610
Brickley Wealth Management
California
$219K -$50.4K -986 -19%
SNBOSD
2611
Security National Bank of So Dak
Iowa
$219K -$15.3K -300 -7%
AA
2612
Addison Advisors
Vermont
$219K +$114K +2,227 +110%
WIM
2613
Westside Investment Management
California
$218K -$11.4K -223 -1%
SC
2614
Soundwatch Capital
Connecticut
$218K -$5.57K -109 -3%
HFS
2615
Heritage Financial Services
Massachusetts
$217K +$216K +4,232 New
KCM
2616
Kathmere Capital Management
Pennsylvania
$216K -$95.1K -1,860 -31%
MWC
2617
MBM Wealth Consultants
Missouri
$216K -$42.8K -838 -17%
CA
2618
Claris Advisors
Missouri
$216K +$214K +4,192 New
FH
2619
FWG Holdings
Florida
$214K -$283K -5,541 -56%
HP
2620
HT Partners
Connecticut
$214K
KWA
2621
Kellett Wealth Advisors
Ohio
$214K +$212K +4,155 New
CPA
2622
Capital Performance Advisors
California
$214K +$227K +4,446 New
BWA
2623
Beam Wealth Advisors
Louisiana
$213K -$82.5K -1,613 -28%
EI
2624
Ellevest Inc
New York
$213K +$6.59K +129 +3%
C
2625
Covestor
United Kingdom
$213K +$211K +4,129 New