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Name Holding Trade Value Shares
Change
Change in
Stake
I
1526
INVST
Indiana
$282K +$262K +1,785 New
RWPA
1527
Richard W. Paul & Associates
Michigan
$282K -$1.47K -10 -0.6%
LCWP
1528
Legacy Capital Wealth Partners
Arkansas
$282K +$263K +1,790 New
SW
1529
SlateStone Wealth
Florida
$281K -$22K -150 -8%
LF
1530
Lantz Financial
Illinois
$281K -$14.7K -100 -5%
CAM
1531
Cozad Asset Management
Illinois
$281K -$8.07K -55 -3%
BWP
1532
Baldwin Wealth Partners
Massachusetts
$277K +$1.47K +10 +0.6%
TPWA
1533
TRUE Private Wealth Advisors
Oregon
$276K -$24.2K -165 -9%
IIA
1534
Integral Investment Advisors
California
$276K +$35.2K +240 +16%
AIS
1535
American Investment Services
Massachusetts
$275K
AWE
1536
Avidian Wealth Enterprises
Texas
$275K +$257K +1,750 New
SIC
1537
Shoker Investment Counsel
Ohio
$275K
AF
1538
Alerus Financial
North Dakota
$271K +$253K +1,725 New
Koshinski Asset Management
1539
Koshinski Asset Management
Illinois
$271K +$1.76M +12,025 New
AWM
1540
Aprio Wealth Management
Georgia
$271K +$2.94K +20 +1%
SC
1541
Sepio Capital
Utah
$270K
SMA
1542
Seven Mile Advisory
New Jersey
$269K -$5.14K -35 -2%
CPIA
1543
Cornell Pochily Investment Advisors
New York
$268K +$26.4K +180 +12%
FCM
1544
Fourpath Capital Management
Oklahoma
$267K +$20.5K +140 +9%
CAM
1545
Claret Asset Management
Quebec, Canada
$264K +$18.3K +125 +8%
S
1546
Sunpointe
Missouri
$263K +$17.6K +120 +8%
DOA
1547
D'Orazio & Associates
Virginia
$261K -$5.87K -40 -2%
ACS
1548
Archford Capital Strategies
Illinois
$261K +$244K +1,660 New
SP
1549
Symmetry Partners
Connecticut
$261K
CCA
1550
Cobblestone Capital Advisors
New York
$260K