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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
926
Carrera Capital Advisors
Michigan
$237K -$21.1K -231 -9%
FMTC
927
Farmers & Merchants Trust Company
California
$237K -$18.3K -200 -8%
IA
928
Inspire Advisors
Idaho
$237K -$9.06K -99 -4%
BWP
929
BSW Wealth Partners
Colorado
$235K +$1.37K +15 +0.6%
EFS
930
Essex Financial Services
Connecticut
$234K -$62.4K -682 -22%
AWA
931
Arbor Wealth Advisors
Michigan
$234K
MA
932
Montag & Associates
Georgia
$232K
LWM
933
Lodestone Wealth Management
Washington
$231K
MWM
934
Mission Wealth Management
California
$231K +$1.46K +16 +0.7%
PE
935
PCM Encore
Colorado
$231K +$218K +2,377 New
VCM
936
Vision Capital Management
Oregon
$231K
TCM
937
Telos Capital Management
California
$230K -$9.15K -100 -4%
BBI
938
Baxter Bros Inc
Connecticut
$228K -$32K -350 -13%
HWM
939
Howard Wealth Management
Connecticut
$228K -$4.58K -50 -2%
DFS
940
Dixon Fnancial Services
California
$227K
MA
941
MCF Advisors
Kentucky
$227K +$121K +1,326 +134%
EFM
942
E Fund Management
China
$226K +$213K +2,329 New
WR
943
WD Rutherford
Oregon
$224K +$211K +2,310 New
CIS
944
Custom Index Systems
New York
$223K
BAM
945
Blueshift Asset Management
New Jersey
$223K -$521K -5,692 -71%
SCP
946
Sivia Capital Partners
California
$222K -$26.5K -290 -11%
FNBSF
947
First National Bank Sioux Falls
South Dakota
$222K
ONB
948
Old National Bancorp
Indiana
$222K
CAMG
949
CWA Asset Management Group
Florida
$221K +$208K +2,278 New
CWP
950
Curated Wealth Partners
California
$220K