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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2851
Centerline Wealth Advisors
Kentucky
$240K +$344 +5 +0.1%
WF
2852
Warner Financial
Maryland
$240K
CWA
2853
CM Wealth Advisors
Ohio
$239K +$3.44K +50 +1%
MA
2854
MKT Advisors
California
$239K -$24.1K -350 -9%
AP
2855
Advisors Preferred
Maryland
$239K -$111K -1,615 -31%
R
2856
Rebalance
California
$239K
ORI
2857
Oak Ridge Investments
Illinois
$239K +$248K +3,598 New
MSR
2858
Main Street Research
Connecticut
$239K
SWP
2859
Summit Wealth Partners
Florida
$238K +$275 +4 +0.1%
HKIMG
2860
Hutchens & Kramer Investment Management Group
Indiana
$238K +$15.4K +224 +7%
I2I
2861
Insight 2811 Inc
Illinois
$238K -$3.44K -50 -1%
HCA
2862
Heck Capital Advisors
Wisconsin
$238K +$5.44K +79 +2%
TIM
2863
Tortoise Investment Management
New York
$237K +$6.47K +94 +3%
IWP
2864
IAG Wealth Partners
Wisconsin
$237K +$206 +3 +0.1%
DI
2865
Disciplined Investments
Oklahoma
$237K -$413 -6 -0.2%
SCI
2866
Silver Coast Investments
United States
$237K +$10.9K +158 +5%
FWA
2867
Flagship Wealth Advisors
Massachusetts
$237K +$11.8K +172 +5%
RFN
2868
Redwood Financial Network
Ohio
$237K +$69 +1 +0%
WFA
2869
Wellspring Financial Advisors
Ohio
$237K +$22K +320 +3%
CAM
2870
Concorde Asset Management
Michigan
$237K +$247K +3,590 New
SFG
2871
Socha Financial Group
New York
$236K -$65.8K -956 -21%
FC
2872
Financial Consulate
Maryland
$236K +$245K +3,556 New
SFC
2873
Swisher Financial Concepts
Ohio
$236K +$895 +13 +0.4%
CPWA
2874
Cerro Pacific Wealth Advisors
California
$235K -$99.3K -1,443 -29%
BL
2875
BFSG LLC
California
$235K -$69 -1 -0%