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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
4726
Cutler Investment Counsel
Oregon
$301K +$2K +3 +0.7%
TIA
4727
Tiemann Investment Advisors
California
$300K – – –
VWA
4728
Valued Wealth Advisors
Utah
$299K – – –
BA
4729
Bard Associates
Illinois
$299K +$302K +453 New
KWA
4730
Kellett Wealth Advisors
Ohio
$298K +$10K +15 +3%
PCM
4731
Polymer Capital Management
New York
$298K -$5.03M -7,539 -94%
HWM
4732
HRC Wealth Management
Idaho
$298K +$34.1K +51 +13%
IP
4733
Investment Partners
Ohio
$298K – – –
ITC
4734
Inspire Trust Company
Nevada
$298K +$12.7K +19 +4%
KNFPWM
4735
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$297K -$668 -1 -0.2%
SCM
4736
Stonehearth Capital Management
Massachusetts
$297K -$11.4K -17 -4%
AFIA
4737
America First Investment Advisors
Nebraska
$297K – – –
WCM
4738
WealthTrak Capital Management
Virginia
$296K +$38.1K +57 +15%
HCM
4739
Hutchinson Capital Management
California
$295K +$12K +18 +4%
1NWS
4740
1 North Wealth Services
Maryland
$295K – – –
HFA
4741
High Falls Advisors
New York
$294K -$46.7K -70 -14%
KA
4742
Kure Advisory
Minnesota
$294K +$59.4K +89 +25%
MSFP
4743
Mark Sheptoff Financial Planning
Connecticut
$294K +$26.7K +40 +10%
LW
4744
Libra Wealth
California
$294K -$110K -165 -27%
MFG
4745
Mainsail Financial Group
Washington
$294K +$668 +1 +0.2%
DFG
4746
Demars Financial Group
Washington
$294K +$27.4K +41 +10%
APW
4747
Alliance Private Wealth
Massachusetts
$294K +$284K +425 New
VFM
4748
Vision Financial Markets
Connecticut
$293K +$16.7K +25 +6%
PFA
4749
Presper Financial Architects
Ohio
$293K +$33.4K +50 +13%
CWWM
4750
Curry Webb Wealth Management
Indiana
$293K +$296K +444 New