Name Holding Trade Value Shares
Change
Change in
Stake
CA
1751
Clune & Associates
Illinois
$233K – – –
PFM
1752
Patton Fund Management
Texas
$233K +$232K +490 New
FPW
1753
Flywheel Private Wealth
California
$232K – – –
SFG
1754
Sunburst Financial Group
Alabama
$232K – – –
DTL
1755
Dynamic Technology Lab
Singapore
$232K -$594K -1,254 -72%
LWP
1756
LeClair Wealth Partners
Ohio
$232K -$473 -1 -0.2%
BW
1757
Blalock Williams
Alabama
$232K +$231K +488 New
GAB
1758
German American Bancorp
Indiana
$230K +$5.21K +11 +2%
WWC
1759
Waypoint Wealth Counsel
Georgia
$230K +$230K +485 New
CPA
1760
Cardiff Park Advisors
California
$230K +$229K +484 New
ORI
1761
Oak Ridge Investments
Illinois
$229K +$229K +483 New
XWM
1762
Xcel Wealth Management
Florida
$228K +$947 +2 +0.4%
ML
1763
Mayport LLC
Massachusetts
$228K +$5.21K +11 +2%
ACA
1764
Anchor Capital Advisors
Massachusetts
$228K – – –
CWM
1765
Crowley Wealth Management
Delaware
$228K – – –
SA
1766
Sonoma Allocations
California
$228K +$243K +513 New
WCFA
1767
Walkner Condon Financial Advisors
Wisconsin
$228K +$16.6K +35 +8%
AW
1768
Alteri Wealth
California
$227K -$13.3K -28 -6%
GWM
1769
GSB Wealth Management
Connecticut
$227K -$947 -2 -0.4%
IIC
1770
Ironwood Investment Counsel
Arizona
$227K -$36K -76 -14%
BFA
1771
Bragg Financial Advisors
North Carolina
$226K -$13.3K -28 -6%
WA
1772
Wealthstream Advisors
New York
$226K +$8.52K +18 +4%
JC
1773
JB Capital
Connecticut
$226K +$947 +2 +0.4%
FVWA
1774
Foster Victor Wealth Advisors
South Carolina
$225K +$229K +483 New
TFP
1775
Tilia Fiduciary Partners
North Carolina
$225K -$1.89K -4 -0.8%