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Name Holding Trade Value Shares
Change
Change in
Stake
MC
1901
Machina Capital
France
$220K -$308K -3,786 -57%
PWA
1902
Physician Wealth Advisors
Utah
$220K -$977 -12 -0.4%
KB
1903
Kimelman & Baird
New York
$219K +$229K +2,816 New
JA
1904
JVL Associates
Michigan
$219K -$37.8K -464 -14%
BCP
1905
Blue Chip Partners
Michigan
$219K -$6.11K -75 -3%
EA
1906
Emerald Advisors
Washington
$218K -$80.8K -992 -26%
FG
1907
Foster Group
Iowa
$218K +$16.2K +199 +8%
CA
1908
Cullinan Associates
Kentucky
$218K -$12.1M -148,513 -98%
WWP
1909
Walden Wealth Partners
Ohio
$218K
CPWA
1910
Cerro Pacific Wealth Advisors
California
$218K +$228K +2,796 New
PCMC
1911
Private Capital Management (Colorado)
Colorado
$217K -$69.7K -856 -23%
PMFA
1912
Plante Moran Financial Advisors
Michigan
$217K +$84.8K +1,041 +59%
EB
1913
Eastern Bank
Massachusetts
$217K -$2.93K -36 -1%
AM
1914
Atwater Malick
Pennsylvania
$217K
FA
1915
Fountainhead AM
New Jersey
$216K +$226K +2,780 New
SIC
1916
Sigma Investment Counselors
Michigan
$216K -$1.79K -22 -0.8%
JAG
1917
Journey Advisory Group
Kentucky
$216K -$21.7K -266 -9%
OCPWS
1918
One Charles Private Wealth Services
Massachusetts
$216K -$1.71K -21 -0.8%
PCM
1919
Prelude Capital Management
New York
$215K -$244K -2,991 -52%
IFPG
1920
Intrepid Financial Planning Group
Indiana
$215K
ECU
1921
Eisler Capital (US)
New York
$214K +$224K +2,755 New
FCA
1922
Fortis Capital Advisors
Kansas
$214K +$224K +2,747 New
FIM
1923
Fernwood Investment Management
Massachusetts
$214K -$24.5K -301 -10%
CB
1924
Cadence Bank
Mississippi
$213K -$14K -172 -6%
MMPW
1925
Mitchell McLeod Pugh & Williams
Alabama
$213K +$8.14K +100 +4%