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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
TIA
1676
Traphagen Investment Advisors
New Jersey
$246K +$1.61K +3 +0.6%
II
1677
Impact Investors
California
$246K -$79.2K -148 -23%
CA
1678
CoreCap Advisors
Michigan
$244K -$772K -1,442 -74%
LWMM
1679
Legacy Wealth Management (Mississippi)
Mississippi
$243K – – –
MIM
1680
Marco Investment Management
Georgia
$243K – – –
LSV Asset Management
1681
LSV Asset Management
Illinois
$243K – – –
RWP
1682
Revolve Wealth Partners
New Jersey
$243K +$2.14K +4 +0.8%
1WM
1683
1858 Wealth Management
Ohio
$241K -$4.28K -8 -2%
CAM
1684
Claret Asset Management
Quebec, Canada
$241K -$3.21K -6 -1%
NB
1685
Nicolet Bankshares
Wisconsin
$241K – – –
FOA
1686
Five Oceans Advisors
California
$240K -$15.5K -29 -6%
PGA
1687
Portland Global Advisors
Maine
$239K – – –
SL
1688
Sentinus LLC
Illinois
$239K +$29.5K +55 +13%
SEA
1689
Stegent Equity Advisors
Texas
$239K -$172K -321 -40%
LWM
1690
LeConte Wealth Management
Tennessee
$239K +$19.8K +37 +8%
DIM
1691
Delta Investment Management
California
$239K – – –
HCM
1692
Hengehold Capital Management
Ohio
$239K +$2.14K +4 +0.8%
RCP
1693
Rothschild Capital Partners
New York
$238K – – –
GCP
1694
GSA Capital Partners
United Kingdom
$238K -$1.13M -2,111 -81%
KFI
1695
Key Financial Inc
Pennsylvania
$236K +$1.07K +2 +0.4%
YWM
1696
Yukon Wealth Management
Kansas
$235K +$2.14K +4 +0.8%
EFS
1697
Essex Financial Services
Connecticut
$233K +$256K +478 New
HI
1698
Hendershot Investments
Virginia
$233K -$26.2K -49 -9%
CPBTD
1699
Central Pacific Bank - Trust Division
Hawaii
$233K -$8.03K -15 -3%
PA
1700
PFW Advisors
Georgia
$232K +$36.9K +69 +17%