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Name Holding Trade Value Shares
Change
Change in
Stake
EIM
2726
Ervin Investment Management
Washington
$207K -$34.9K -986 -14%
DWM
2727
Defined Wealth Management
Oregon
$206K +$5.69K +161 +3%
NC
2728
NinePointTwo Capital
California
$206K
SCA
2729
Scott Capital Advisors
Oregon
$206K +$11.5K +326 +6%
TW
2730
Towerpoint Wealth
California
$205K -$46.2K -1,306 -17%
MCM
2731
Morton Capital Management
California
$204K -$35.4K -1,000 -14%
CCM
2732
Crew Capital Management
Ohio
$204K -$7.46K -211 -3%
PCMK
2733
Paragon Capital Management (Kansas)
Kansas
$204K +$20.8K +589 +11%
PWA
2734
Pillar Wealth Advisors
Pennsylvania
$204K
AIM
2735
Avity Investment Management
Connecticut
$204K -$16.8K -476 -7%
LAM
2736
Lifestyle Asset Management
Texas
$204K -$793K -22,434 -79%
GIP
2737
Greatmark Investment Partners
Georgia
$203K -$28.3K -800 -12%
NC
2738
NovaPoint Capital
Georgia
$203K -$31.3K -884 -13%
HCM
2739
Hodges Capital Management
Texas
$203K +$217K +6,127 New
KWM
2740
Keebeck Wealth Management
Illinois
$203K -$2.3K -65 -1%
SIG
2741
Spinnaker Investment Group
California
$203K +$216K +6,105 New
SWM
2742
Sugarloaf Wealth Management
Georgia
$202K -$5.83K -165 -3%
HIS
2743
Harvest Investment Services
Illinois
$202K +$215K +6,084 New
ODFS
2744
O'Donnell Financial Services
California
$201K
CCA
2745
Cora Capital Advisors
New Jersey
$201K +$214K +6,052 New
JLBC
2746
J.L. Bainbridge & Co
Florida
$200K +$3.47K +98 +2%
WCM
2747
Wallace Capital Management
Texas
$200K
CA
2748
Centerpoint Advisors
Massachusetts
$200K +$14K +396 +7%
VSQM
2749
V-Square Quantitative Management
Illinois
$193K +$192K +5,437 +1,394%
TIM
2750
Tortoise Investment Management
New York
$193K -$16.8K -474 -8%