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Name Holding Trade Value Shares
Change
Change in
Stake
CA
2101
Crewe Advisors
Utah
$314K +$19.9K +762 +6%
LRIC
2102
Long Road Investment Counsel
Michigan
$314K
FPW
2103
Flywheel Private Wealth
California
$313K -$13.1K -500 -4%
BC
2104
Barrett & Company
Rhode Island
$312K -$1.67K -64 -0.5%
KCAM
2105
Kagan Cocozza Asset Management
New Jersey
$311K -$47.8K -1,828 -12%
HHCP
2106
Hilton Head Capital Partners
South Carolina
$311K -$10.4K -397 -3%
BPW
2107
BlueDoor Private Wealth
Massachusetts
$310K -$12.8K -490 -4%
FHC
2108
First Heartland Consultants
Missouri
$309K -$8.08K -309 -2%
CAM
2109
Concorde Asset Management
Michigan
$309K +$115K +4,378 +52%
WMA
2110
West Michigan Advisors
Michigan
$309K +$78.1K +2,984 +30%
MIM
2111
MTM Investment Management
South Carolina
$309K +$157 +6 +0%
AG
2112
AmeriFlex Group
Nevada
$308K +$1.54K +59 +0.5%
Vanguard National Trust
2113
Vanguard National Trust
Pennsylvania
$308K +$5.23K +200 +2%
TWM
2114
Tradition Wealth Management
Minnesota
$308K +$17.3K +660 +5%
DIP
2115
DT Investment Partners
Pennsylvania
$308K
MSFP
2116
Mark Sheptoff Financial Planning
Connecticut
$307K
TCWM
2117
Total Clarity Wealth Management
Illinois
$306K -$591K -22,589 -64%
EWM
2118
Elmwood Wealth Management
California
$306K -$7.93K -303 -2%
AWA
2119
AGH Wealth Advisors
Kansas
$306K +$16.1K +615 +5%
SSC
2120
Syverson Strege & Co
Iowa
$306K -$20.2K -773 -6%
CIA
2121
Cape Investment Advisory
Georgia
$306K -$18.3K -700 -5%
WCM
2122
Winthrop Capital Management
Indiana
$305K +$2.22K +85 +0.7%
RFP
2123
Root Financial Partners
California
$304K +$67.3K +2,574 +26%
HFS
2124
Howard Financial Services
Texas
$304K +$40.3K +1,539 +14%
SFG
2125
Sovereign Financial Group
Connecticut
$303K -$56.5K -2,158 -15%