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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
2201
Samara Investment Management
Oregon
$853K -$28.9K -58 -3%
VIM
2202
VELA Investment Management
Ohio
$853K +$351K +703 +73%
NP
2203
Nilsine Partners
Colorado
$852K -$40.9K -82 -5%
TCOTS
2204
Trust Company of the South
North Carolina
$851K +$83.8K +168 +11%
LF
2205
Lantz Financial
Illinois
$850K -$24.4K -49 -3%
TIM
2206
Tevis Investment Management
Texas
$850K
HPM
2207
Hoxton Planning & Management
West Virginia
$849K +$14K +28 +2%
MCM
2208
Monument Capital Management
Virginia
$846K -$30.4K -61 -4%
AWM
2209
Atticus Wealth Management
Florida
$845K +$21.9K +44 +3%
PAG
2210
Paladin Advisory Group
Iowa
$842K
SHFG
2211
S Harris Financial Group
Texas
$842K +$22.9K +46 +3%
GPW
2212
Genesis Private Wealth
Virginia
$839K -$72.8K -146 -8%
SP
2213
Stonebrook Private
Michigan
$839K -$43.4K -87 -5%
CWA
2214
Canvas Wealth Advisors
Kansas
$839K -$14.5K -29 -2%
XF
2215
XML Financial
Maryland
$837K +$48.4K +97 +6%
PWM
2216
Pines Wealth Management
North Carolina
$836K -$38.4K -77 -5%
AA
2217
Auxano Advisors
Washington
$835K -$26.9K -54 -3%
GRR
2218
Golden Reserve Retirement
Ohio
$835K +$409K +821 +102%
TFP
2219
Tilia Fiduciary Partners
North Carolina
$833K +$15.5K +31 +2%
GDP
2220
Great Diamond Partners
Maine
$833K -$55.3K -111 -6%
FMC
2221
First Merchants Corp
Indiana
$833K -$157K -315 -16%
WI
2222
Wedgewood Investors
Pennsylvania
$832K
BIA
2223
Bigelow Investment Advisors
Maine
$830K -$30.9K -62 -4%
BWM
2224
Baron Wealth Management
Michigan
$828K +$126K +253 +19%
AFM
2225
Aspetuck Financial Management
Connecticut
$827K +$51.9K +104 +7%