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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
2901
Allegheny Financial Group
Pennsylvania
$209K +$198K +434 New
JWM
2902
Jessup Wealth Management
Ohio
$209K +$198K +433 New
RCM
2903
Raleigh Capital Management
North Carolina
$208K +$113K +247 +134%
LIA
2904
LifePlan Investment Advisors
North Carolina
$208K +$197K +432 New
LAM
2905
Lewis Asset Management
California
$208K +$197K +431 New
EWA
2906
Evolution Wealth Advisors
Florida
$208K +$197K +431 New
SSW
2907
Smith Shellnut Wilson
Mississippi
$207K +$197K +430 New
I
2908
IMPACTfolio
Colorado
$207K +$197K +430 New
IIC
2909
Integrated Investment Consultants
Michigan
$205K +$194K +425 New
BCM
2910
BluePath Capital Management
Georgia
$204K +$194K +425 New
FSA
2911
Financial Security Advisor
Virginia
$204K +$193K +423 New
BWA
2912
Brave Warrior Advisors
New York
$203K +$193K +422 New
PCM
2913
Passive Capital Management
Maryland
$203K +$193K +422 New
VDI
2914
Vaughan David Investments
Illinois
$203K -$80.5K -176 -29%
ORC
2915
O'Rourke & Company
Massachusetts
$202K +$192K +420 New
MCP
2916
Mirador Capital Partners
California
$202K +$192K +419 New
OLA
2917
Oliver Luxxe Assets
New Jersey
$202K +$192K +419 New
TCM
2918
Traynor Capital Management
Pennsylvania
$202K +$192K +419 New
JBA
2919
Johnson Bixby & Associates
Washington
$201K +$191K +418 New
TBNY
2920
Trustco Bank (New York)
New York
$201K +$191K +418 New
CJ
2921
Caitlin John
Michigan
$190K +$1.83K +4 +1%
CFD
2922
Creative Financial Designs
Indiana
$189K +$6.86K +15 +4%
GEA
2923
Glen Eagle Advisors
New Jersey
$183K
POIA
2924
Pin Oak Investment Advisors
Texas
$182K -$14.6K -32 -8%
WWM
2925
Wolff Wiese Magana
California
$178K