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Name Holding Trade Value Shares
Change
Change in
Stake
HIM
1826
Hotaling Investment Management
Pennsylvania
$235K -$64.4K -3,541 -19%
PWM
1827
Purus Wealth Management
California
$235K +$1.09K +60 +0.4%
NB
1828
Nicolet Bankshares
Wisconsin
$234K -$19.7K -1,082 -7%
MA
1829
MJP Associates
Connecticut
$234K -$2.71K -149 -1%
AL
1830
Aspiriant LLC
California
$234K +$6.06K +333 +2%
ETIA
1831
Epic Trust Investment Advisors
Washington
$234K +$277K +15,221 New
NFG
1832
Norris Financial Group
South Carolina
$234K +$20.7K +1,135 +8%
PFWA
1833
Paces Ferry Wealth Advisors
Georgia
$233K -$24.3K -1,336 -8%
CFFP
1834
Center for Financial Planning
Michigan
$233K +$42.2K +2,320 +18%
GF
1835
Goodman Financial
Texas
$233K +$64K +3,515 +30%
PCMU
1836
Paragon Capital Management (Utah)
Utah
$230K – – –
DI
1837
DFPG Investments
Utah
$230K -$135K -7,440 -36%
EW
1838
Element Wealth
Mississippi
$230K -$6.93K -381 -2%
KWS
1839
Keystone Wealth Services
California
$230K -$509 -28 -0.2%
BOC
1840
Barbara Oil Co
Illinois
$230K – – –
EWA
1841
Encompass Wealth Advisors
Oregon
$230K +$11.8K +651 +5%
GWM
1842
Greenwich Wealth Management
Connecticut
$230K +$25.9K +1,424 +10%
DTC
1843
Davidson Trust Company
Washington
$230K +$37K +2,031 +16%
CFSG
1844
Clark Financial Services Group
Missouri
$230K +$274K +15,032 New
Vanguard Capital Wealth Advisors
1845
Vanguard Capital Wealth Advisors
Colorado
$229K -$47.1K -2,587 -15%
LWP
1846
Legacy Wealth Planning
Nevada
$229K +$16.2K +891 +6%
SIC
1847
Samalin Investment Counsel
New York
$229K +$18.5K +1,016 +7%
CRWM
1848
Castle Rock Wealth Management
California
$229K +$84.2K +4,628 +43%
CT
1849
Colonial Trust
South Carolina
$229K +$271K +14,897 New
MBT
1850
Montecito Bank & Trust
California
$228K -$36.2K -1,988 -12%