Name Holding Trade Value Shares
Change
Change in
Stake
BSTWA
4951
Blake Schutter Theil Wealth Advisors
Ohio
$229K -$1.52K -12 -0.6%
PSA
4952
Plum Street Advisors
Louisiana
$228K -$7.86K -62 -3%
EIA
4953
Eldridge Investment Advisors
New Hampshire
$228K -$12K -95 -4%
CA
4954
Cortland Associates
Missouri
$228K +$38.9K +307 +17%
LSC
4955
Lesa Sroufe & Co
Washington
$228K +$267K +2,107 New
TIA
4956
Tandem Investment Advisors
South Carolina
$228K +$267K +2,107 New
O3W
4957
Omni 360 Wealth
New Jersey
$228K -$20.2K -159 -7%
EFG
4958
Erickson Financial Group
Pennsylvania
$227K – – –
IWM
4959
IMG Wealth Management
Florida
$226K -$2.54K -20 -1%
BWM
4960
Buska Wealth Management
Wisconsin
$225K +$6.84K +54 +3%
SC
4961
Steph & Co
Wisconsin
$225K +$27.5K +217 +12%
BAM
4962
BTS Asset Management
Massachusetts
$224K +$22.8K +180 +10%
FA
4963
FC Advisory
Pennsylvania
$224K – – –
NWMG
4964
Nicholson Wealth Management Group
South Carolina
$224K +$39.9K +315 +18%
SDJVC
4965
St. Denis J. Villere & Co
Louisiana
$223K -$5.07K -40 -2%
GAM
4966
Gould Asset Management
California
$223K +$32.1K +253 +14%
CWAG
4967
Compton Wealth Advisory Group
Virginia
$223K -$43.1K -340 -14%
T
4968
Tableaux
Massachusetts
$222K +$6.97K +55 +3%
SCA
4969
Stuart Chaussee & Associates
California
$222K +$85.2K +672 +49%
BS
4970
Brighton Securities
New York
$222K +$259K +2,046 New
VFP
4971
Verus Financial Partners
Virginia
$222K -$37.4K -295 -13%
SPAS
4972
Spectrum Planning & Advisory Services
California
$222K – – –
WFA
4973
Websterrogers Financial Advisors
South Carolina
$221K +$2.41K +19 +0.9%
MAG
4974
Mokosak Advisory Group
Iowa
$221K +$25.2K +199 +11%
ICCON
4975
Investment Counsel Company of Nevada
Nevada
$220K +$127K +1,000 +97%