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Name Holding Trade Value Shares
Change
Change in
Stake
UIA
1651
Ulland Investment Advisors
Minnesota
$269K – – –
PIA
1652
Panoramic Investment Advisors
Colorado
$268K +$272K +2,668 New
BWA
1653
Burt Wealth Advisors
Maryland
$267K – – –
PA
1654
Perennial Advisors
New York
$267K -$1.63K -16 -0.6%
DTC
1655
Davidson Trust Company
Washington
$266K -$37.4K -367 -12%
WWP
1656
WR Wealth Planners
Missouri
$266K -$6.63K -65 -2%
SWM
1657
Sugarloaf Wealth Management
Georgia
$266K -$25.4K -249 -9%
CRI
1658
Colonial River Investments
Virginia
$265K +$15.7K +154 +6%
CWP
1659
CFM Wealth Partners
Texas
$264K -$13.5K -132 -5%
HI
1660
Human Investing
Oregon
$263K -$139K -1,364 -34%
AIM
1661
Alhambra Investment Management
Florida
$263K – – –
AWM
1662
Aevitas Wealth Management
Massachusetts
$263K +$1.33K +13 +0.5%
KA
1663
KLCM Advisors
Wisconsin
$262K -$9.93M -97,349 -97%
SAM
1664
S.A. Mason
Michigan
$260K +$408 +4 +0.2%
ITIM
1665
Indiana Trust & Investment Management
Indiana
$260K -$25K -245 -9%
JE
1666
JMAC Enterprises
Pennsylvania
$259K -$207K -2,033 -44%
CRIG
1667
Charter Research & Investment Group
Connecticut
$259K -$45.6K -447 -15%
NFGCM
1668
Norman Fields Gottscho Capital Management
New York
$259K -$97.6K -957 -27%
MGIM
1669
M&G Investment Management
United Kingdom
$259K -$98.7K -968 -27%
HNWAG
1670
High Net Worth Advisory Group
Florida
$258K -$45.2K -443 -15%
PCMK
1671
Paragon Capital Management (Kansas)
Kansas
$258K – – –
GDP
1672
Great Diamond Partners
Maine
$257K -$21.4K -210 -8%
SAM
1673
Synergy Asset Management
Washington
$256K – – –
PGAM
1674
Princeton Global Asset Management
New Jersey
$256K +$102 +1 +0%
CSWG
1675
Cardinal Strategic Wealth Guidance
Kentucky
$256K -$3.98K -39 -2%