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Name Holding Trade Value Shares
Change
Change in
Stake
TL
3076
Tradewinds LLC
North Carolina
$258K
CWA
3077
Centennial Wealth Advisory
Michigan
$258K +$12K +22 +5%
FWP
3078
Falcon Wealth Planning
California
$258K +$28.9K +53 +13%
WAM
3079
Wallington Asset Management
Indiana
$257K
BFA
3080
Beacon Financial Advisory
Ohio
$256K +$28.9K +53 +13%
FBB
3081
Fulton Breakefield Broenniman
Maryland
$256K -$45.7K -84 -15%
VAMG
3082
Voisard Asset Management Group
Michigan
$256K +$544 +1 +0.2%
LIA
3083
LifePlan Investment Advisors
North Carolina
$256K
SSC
3084
Syverson Strege & Co
Iowa
$256K +$29.4K +54 +13%
AWP
3085
Abacus Wealth Partners
California
$255K -$11.4K -21 -4%
MWM
3086
Mattern Wealth Management
Kansas
$255K
BFIC
3087
Bedell Frazier Investment Counselling
California
$255K
CWM
3088
Castle Wealth Management
Florida
$254K +$12.5K +23 +5%
SPA
3089
Sherbrooke Park Advisers
New York
$254K +$253K +464 New
SIC
3090
Samalin Investment Counsel
New York
$254K +$252K +463 New
CPSC
3091
Carl P. Sherr & Co
Massachusetts
$254K
GCA
3092
Greenwood Capital Associates
South Carolina
$254K
EMC
3093
Everest Management Corp
California
$254K +$28.3K +52 +13%
WMA
3094
William Mack & Associates
Michigan
$253K -$33.2K -61 -12%
CISOA
3095
Capital Investment Services of America
Wisconsin
$253K -$7.08K -13 -3%
IPW
3096
Impact Partnership Wealth
Georgia
$252K -$95.3K -175 -28%
BONH
3097
Bank of New Hampshire
New Hampshire
$252K
EWA
3098
Evolution Wealth Advisors
Florida
$252K
BSTWA
3099
Blake Schutter Theil Wealth Advisors
Ohio
$252K
WCP
3100
Wick Capital Partners
Pennsylvania
$252K