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Name Holding Trade Value Shares
Change
Change in
Stake
BA
3201
BCM Advisors
Louisiana
$279K +$17.3K +52 +6%
HCC
3202
Hirtle Callaghan & Co
Pennsylvania
$278K +$275K +827 New
PP
3203
PrairieView Partners
Minnesota
$277K +$91.6K +276 +50%
MUMSS
3204
Mitsubishi UFJ Morgan Stanley Securities
Japan
$276K +$9.96K +30 +4%
IDA
3205
Intelligence Driven Advisers
California
$276K +$305K +920 New
HKIM
3206
Hayek Kallen Investment Management
Alabama
$275K -$116K -350 -30%
PCM
3207
Poehling Capital Management
Wisconsin
$275K -$35.5K -107 -12%
TWM
3208
Tanager Wealth Management
United Kingdom
$275K +$272K +818 New
MIM
3209
MTM Investment Management
South Carolina
$274K -$4.98K -15 -2%
AFM
3210
Abbot Financial Management
Massachusetts
$274K
RP
3211
Riverbridge Partners
Minnesota
$274K
WWMSC
3212
Wagner Wealth Management (South Carolina)
South Carolina
$274K +$60.8K +183 +29%
IFS
3213
Ifrah Financial Services
Arkansas
$273K -$70.7K -213 -21%
DSA
3214
Droms Strauss Advisors
Missouri
$273K -$4.65K -14 -2%
FWI
3215
Facet Wealth Inc
Maryland
$273K +$270K +812 New
EIA
3216
Eldridge Investment Advisors
New Hampshire
$272K
GM
3217
GeoWealth Management
Illinois
$272K +$38.8K +117 +17%
VFPI
3218
Vantage Financial Partners (Illinois)
Illinois
$271K +$58.1K +175 +28%
MPIA
3219
Mountain Pacific Investment Advisers
Idaho
$270K
HBWM
3220
Hollow Brook Wealth Management
New York
$270K +$34.5K +104 +15%
IAG
3221
Investmark Advisory Group
Connecticut
$270K +$267K +804 New
AF
3222
AtlasMark Financial
Texas
$269K
RWA
3223
RGT Wealth Advisors
Texas
$269K -$47.1K -142 -15%
GBWM
3224
Granite Bay Wealth Management
New Hampshire
$267K +$264K +795 New
MPPW
3225
Mitchell & Pahl Private Wealth
Oklahoma
$265K