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Name Holding Trade Value Shares
Change
Change in
Stake
AA
3826
Addison Advisors
Vermont
$688K +$21K +34 +4%
CC
3827
Cypress Capital
Tennessee
$686K +$74.2K +120 +15%
MBI
3828
May Barnhard Investments
Maryland
$686K – – –
MPW
3829
MGO Private Wealth
California
$686K +$6.18K +10 +1%
WWM
3830
Wiser Wealth Management
Georgia
$685K +$57.5K +93 +11%
BA
3831
BCM Advisors
Louisiana
$684K – – –
LWM
3832
Lakeridge Wealth Management
Ohio
$683K +$22.2K +36 +4%
PRI
3833
Prepared Retirement Institute
Pennsylvania
$682K -$618 -1 -0.1%
LAS
3834
Lloyd Advisory Services
Georgia
$681K +$98.9K +160 +21%
DWM
3835
Defined Wealth Management
Oregon
$680K +$154K +250 +37%
I2I
3836
Insight 2811 Inc
Illinois
$678K -$2.47K -4 -0.4%
FEM
3837
Fulcrum Equity Management
Texas
$678K +$128K +207 +29%
FBB
3838
Fulton Breakefield Broenniman
Maryland
$678K +$219K +355 +63%
CPA
3839
Cathy Pareto & Associates
Florida
$677K -$47K -76 -8%
TIM
3840
Tortoise Investment Management
New York
$675K +$39.5K +64 +8%
YAVAPFMC
3841
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$675K -$525K -850 -48%
MWM
3842
Mattern Wealth Management
Kansas
$674K -$14.2K -23 -2%
LFGO
3843
Legacy Financial Group (Oklahoma)
Oklahoma
$674K -$84.7K -137 -13%
TYCC
3844
Texas Yale Capital Corp
Florida
$673K -$86.5K -140 -13%
NCM
3845
Noesis Capital Mangement
Florida
$673K +$117K +189 +26%
BSAM
3846
Blue Square Asset Management
New York
$672K – – –
DWM
3847
Daner Wealth Management
Georgia
$672K +$525K +850 New
MWS
3848
MFA Wealth Services
California
$669K +$27.8K +45 +5%
RYIA
3849
Roehl & Yi Investment Advisors
Oregon
$667K +$5.56K +9 +1%
SPA
3850
Sentinel Pension Advisors
Massachusetts
$665K +$29K +47 +6%