Name Holding Trade Value Shares
Change
Change in
Stake
DIM
2426
Delta Investment Management
California
$275K -$4.43K -152 -2%
CPP
2427
Capasso Planning Partners
South Carolina
$274K -$8.9K -305 -3%
CWM
2428
Compass Wealth Management
Connecticut
$274K +$9.39K +322 +4%
SSW
2429
Smith Shellnut Wilson
Mississippi
$273K – – –
MPIA
2430
Mountain Pacific Investment Advisers
Idaho
$273K +$6.39K +219 +2%
BWG
2431
Boomfish Wealth Group
Georgia
$273K +$276K +9,445 New
AWG
2432
Altus Wealth Group
Colorado
$273K +$5.95K +204 +2%
CBT
2433
CoreFirst Bank & Trust
Kansas
$273K -$9.54K -327 -3%
VFP
2434
Verus Financial Partners
Virginia
$273K – – –
RSWA
2435
Robinson Smith Wealth Advisors
Maine
$273K -$16.5K -567 -6%
DWM
2436
Diversify Wealth Management
Utah
$272K -$6.36K -218 -2%
MCM
2437
McDonough Capital Management
Florida
$272K -$3.5K -120 -1%
HFS
2438
Heritage Financial Services
Massachusetts
$271K +$5.83K +200 +2%
SWA
2439
Sax Wealth Advisors
New Jersey
$271K -$39.9K -1,368 -13%
ES
2440
Eagle Strategies
New York
$271K -$117K -4,003 -30%
BC
2441
Belmont Capital
California
$270K -$1.21M -41,354 -82%
BAM
2442
BOS Asset Management
Illinois
$270K – – –
SW
2443
SkyOak Wealth
Michigan
$270K -$69.2K -2,373 -20%
EFG
2444
Ethos Financial Group
Pennsylvania
$270K -$14K -479 -5%
LSPW
2445
Lake Street Private Wealth
Illinois
$270K -$562K -19,269 -67%
PFG
2446
Prosperity Financial Group
California
$269K -$1.63K -56 -0.6%
CPBTD
2447
Central Pacific Bank - Trust Division
Hawaii
$269K +$113K +3,880 +72%
VFPW
2448
Vantage Financial Partners (Wisconsin)
Wisconsin
$268K +$270K +9,270 New
CPC
2449
Congress Park Capital
New York
$268K -$69.3K -2,375 -20%
IA
2450
IAM Advisory
Pennsylvania
$268K -$24.9K -853 -8%