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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1826
TruWealth Advisors
Louisiana
$263K -$4.94K -290 -2%
TGAM
1827
TBH Global Asset Management
Tennessee
$263K +$30.4K +1,787 +12%
MIC
1828
Means Investment Company
Maine
$263K +$766 +45 +0.3%
SWM
1829
Selective Wealth Management
Virginia
$262K +$293K +17,185 New
CICI
1830
Capital Investment Counsel Inc
North Carolina
$262K +$11.5K +676 +4%
PWM
1831
Paulson Wealth Management
Illinois
$262K -$3.22K -189 -1%
RHDIC
1832
R.H. Dinel Investment Counsel
California
$261K
RC
1833
Roundview Capital
New Jersey
$261K -$12K -705 -4%
SFG
1834
Socha Financial Group
New York
$260K +$28K +1,645 +11%
MLFP
1835
MPS Loria Financial Planners
Illinois
$260K -$6.46K -379 -2%
RF
1836
Rollins Financial
Georgia
$259K -$412K -24,210 -60%
RA
1837
Ruggaard & Associates
Ohio
$259K -$3.41K -200 -1%
MA
1838
MJP Associates
Connecticut
$258K +$28.4K +1,668 +12%
BIAS
1839
Beacon Investment Advisory Services
New Jersey
$258K +$2.23K +131 +0.8%
PSB
1840
Piscataqua Savings Bank
New Hampshire
$257K -$749 -44 -0.3%
IP
1841
Intellectus Partners
California
$256K +$29.7K +1,742 +12%
SL
1842
Sentinus LLC
Illinois
$255K -$13.2K -773 -5%
EAM
1843
EdenTree Asset Management
United Kingdom
$255K +$273K +16,000 New
CWM
1844
Curi Wealth Management
North Carolina
$255K +$1.6K +94 +0.6%
CFSG
1845
Clark Financial Services Group
Missouri
$255K +$18.2K +1,071 +7%
PWM
1846
Purus Wealth Management
California
$254K +$3.93K +231 +1%
WPP
1847
Whalerock Point Partners
Rhode Island
$252K +$17K +996 +7%
XT
1848
XTX Topco
Cayman Islands
$251K -$289K -16,960 -52%
CFFP
1849
Center for Financial Planning
Michigan
$251K -$18.2K -1,068 -6%
TA
1850
TFB Advisors
Kansas
$251K +$268K +15,740 New