Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1826
Aletheian Wealth Advisors
Washington
$252K +$240K +508 New
CCM
1827
Canal Capital Management
Virginia
$251K +$239K +507 New
AA
1828
Advisory Advocates
Michigan
$251K -$10.4K -22 -4%
OFG
1829
Omega Financial Group
California
$251K -$2.36K -5 -1%
RG
1830
Renaissance Group
Kentucky
$250K -$70.8K -150 -23%
ZIM
1831
Zacks Investment Management
Illinois
$249K -$1.89K -4 -0.8%
PB
1832
Prosperity Bancshares
Texas
$249K +$61.8K +131 +35%
WP
1833
Westmount Partners
California
$248K – – –
PPC
1834
Park Place Capital
Alabama
$248K -$111K -236 -32%
PVI
1835
Pura Vida Investments
New York
$248K – – –
DWM
1836
Defined Wealth Management
Oregon
$248K +$236K +500 New
FPL
1837
Fortress Private Ledger
North Carolina
$248K +$236K +500 New
CCIA
1838
Cherry Creek Investment Advisors
Colorado
$247K +$472 +1 +0.2%
GA
1839
GSG Advisors
New Jersey
$247K +$235K +498 New
GIM
1840
Gold Investment Management
Alberta, Canada
$245K – – –
PCFFS
1841
Pacific Center for Financial Services
California
$245K – – –
BAM
1842
Brave Asset Management
New Jersey
$245K – – –
GWS
1843
Greykasell Wealth Strategies
California
$245K +$19.3K +41 +9%
NP
1844
Ninepoint Partners
Ontario, Canada
$244K +$232K +492 New
AW
1845
Alteri Wealth
California
$244K +$232K +492 New
FWTB
1846
First Western Trust Bank
Colorado
$243K +$4.25K +9 +2%
EL
1847
EWA LLC
Pennsylvania
$243K +$231K +489 New
FPW
1848
Flywheel Private Wealth
California
$242K – – –
IIC
1849
Ironwood Investment Counsel
Arizona
$242K +$230K +488 New
PGA
1850
Portland Global Advisors
Maine
$242K -$40.1K -85 -15%