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Name Holding Trade Value Shares
Change
Change in
Stake
CFP
3026
Curran Financial Partners
South Carolina
$237K +$199K +4,008 New
MIG
3027
McGuire Investment Group
Rhode Island
$237K +$199K +4,009 New
TWA
3028
TPB Wealth Advisors
Texas
$237K +$199K +4,012 New
PCMK
3029
Paragon Capital Management (Kansas)
Kansas
$237K +$199K +4,018 New
TC
3030
Touchstone Capital
Pennsylvania
$237K +$199K +4,020 New
IFO
3031
Independent Family Office
New York
$236K -$132K -2,660 -40%
MUMSS
3032
Mitsubishi UFJ Morgan Stanley Securities
Japan
$236K -$14.4K -290 -7%
BC
3033
Birchview Capital
Vermont
$236K +$198K +4,000 New
CPWMP
3034
Cardinal Point Wealth Management Partners
California
$236K +$198K +4,000 New
HAM
3035
Hedges Asset Management
Nevada
$236K +$198K +4,000 New
KCA
3036
Karn Couzens & Associates
Connecticut
$236K +$198K +4,000 New
TA
3037
Teramo Advisors
Florida
$236K +$198K +4,000 New
UMC
3038
United Maritime Capital
New York
$236K +$198K +4,000 New
NWA
3039
New World Advisors
Massachusetts
$234K -$139K -2,800 -41%
PFA
3040
Pettinga Financial Advisors
Indiana
$233K -$96.3K -1,944 -33%
APC
3041
Aspire Private Capital
North Carolina
$233K -$32.6K -658 -14%
AMCA
3042
Arthur M. Cohen & Associates
Illinois
$231K +$193K +3,900 New
HSG
3043
Helen Stephens Group
Texas
$231K +$194K +3,910 New
TF
3044
TRH Financial
Iowa
$231K +$194K +3,910 New
MTC
3045
McDaniel Terry & Co
Texas
$231K +$194K +3,915 New
CWC
3046
Carolinas Wealth Consulting
North Carolina
$230K +$18.1K +366 +10%
NPPM
3047
North Point Portfolio Managers
Ohio
$230K +$193K +3,888 New
TFF
3048
The Family Firm
Maryland
$230K +$193K +3,888 New
SNBOSD
3049
Security National Bank of So Dak
Iowa
$230K +$193K +3,900 New
MWA
3050
Moser Wealth Advisors
Washington
$229K – – –