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Name Holding Trade Value Shares
Change
Change in
Stake
CC
3826
Cypress Capital
Tennessee
$686K +$74.2K +120 +15%
MBI
3827
May Barnhard Investments
Maryland
$686K
MPW
3828
MGO Private Wealth
California
$686K +$6.18K +10 +1%
WWM
3829
Wiser Wealth Management
Georgia
$685K +$57.5K +93 +11%
BA
3830
BCM Advisors
Louisiana
$684K
LWM
3831
Lakeridge Wealth Management
Ohio
$683K +$22.2K +36 +4%
PRI
3832
Prepared Retirement Institute
Pennsylvania
$682K -$618 -1 -0.1%
LAS
3833
Lloyd Advisory Services
Georgia
$681K +$98.9K +160 +21%
DWM
3834
Defined Wealth Management
Oregon
$680K +$154K +250 +37%
I2I
3835
Insight 2811 Inc
Illinois
$678K -$2.47K -4 -0.4%
FEM
3836
Fulcrum Equity Management
Texas
$678K +$128K +207 +29%
FBB
3837
Fulton Breakefield Broenniman
Maryland
$678K +$219K +355 +63%
CPA
3838
Cathy Pareto & Associates
Florida
$677K -$47K -76 -8%
TIM
3839
Tortoise Investment Management
New York
$675K +$39.5K +64 +8%
YAVAPFMC
3840
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$675K -$525K -850 -48%
MWM
3841
Mattern Wealth Management
Kansas
$674K -$14.2K -23 -2%
LFGO
3842
Legacy Financial Group (Oklahoma)
Oklahoma
$674K -$84.7K -137 -13%
TYCC
3843
Texas Yale Capital Corp
Florida
$673K -$86.5K -140 -13%
NCM
3844
Noesis Capital Mangement
Florida
$673K +$117K +189 +26%
BSAM
3845
Blue Square Asset Management
New York
$672K
DWM
3846
Daner Wealth Management
Georgia
$672K +$525K +850 New
MWS
3847
MFA Wealth Services
California
$669K +$27.8K +45 +5%
RYIA
3848
Roehl & Yi Investment Advisors
Oregon
$667K +$5.56K +9 +1%
SPA
3849
Sentinel Pension Advisors
Massachusetts
$665K +$29K +47 +6%
PPC
3850
Pennington Partners & Co
Maryland
$665K -$44.5K -72 -7%