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Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
1801
Regent Peak Wealth Advisors
Georgia
$304K -$1.28M -9,614 -80%
AAM
1802
AMI Asset Management
California
$304K +$46.9K +353 +17%
LTI
1803
Laffer Tengler Investments
Tennessee
$304K -$996K -7,494 -75%
SIA
1804
Schechter Investment Advisors
Michigan
$302K -$114K -854 -26%
Members Trust
1805
Members Trust
Florida
$302K -$21.3K -160 -6%
CICI
1806
Capital Investment Counsel Inc
North Carolina
$302K -$7.98K -60 -2%
CWA
1807
Cornerstone Wealth Advisors
Minnesota
$302K -$2.13K -16 -0.7%
WBG
1808
Wharton Business Group
Pennsylvania
$302K
WCWM
1809
Willow Creek Wealth Management
California
$302K +$6.25K +47 +2%
BMA
1810
Brooks Moore & Associates
Tennessee
$300K -$1.53M -11,540 -83%
APG
1811
Abacus Planning Group
South Carolina
$299K -$68.9K -518 -18%
ADMI
1812
Albert D. Mason Inc
Massachusetts
$299K +$15.2K +114 +5%
RFA
1813
Resurgent Financial Advisors
Georgia
$299K +$319K +2,400 New
BCM
1814
Bluefin Capital Management
New York
$298K -$636K -4,784 -67%
IF
1815
Ironwood Financial
Arizona
$298K
PWS
1816
Private Wealth Strategies
Ohio
$298K
BCM
1817
Bridgeway Capital Management
Texas
$298K +$318K +2,392 New
YIH
1818
Y-Intercept (HK)
Hong Kong
$297K -$762K -5,734 -71%
CBA
1819
Coastal Bridge Advisors
Connecticut
$297K +$798 +6 +0.3%
JCM
1820
Janney Capital Management
Pennsylvania
$296K -$713K -5,365 -69%
EWA
1821
Encompass Wealth Advisors
Oregon
$296K -$1.6K -12 -0.5%
LCM
1822
Liberty Capital Management
Michigan
$296K
CAG
1823
Csenge Advisory Group
Florida
$296K +$316K +2,374 New
STAS
1824
Strong Tower Advisory Services
Minnesota
$295K -$579K -4,351 -65%
PTB
1825
Pioneer Trust Bank
Oregon
$295K +$29.7K +223 +10%