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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1851
Central Bank & Trust
Kentucky
$228K -$17K -935 -6%
WKWM
1852
Walter & Keenan Wealth Management
Indiana
$228K -$2.35K -129 -0.9%
EIG
1853
Ellenbecker Investment Group
Wisconsin
$228K -$55 -3 -0%
KPW
1854
Kore Private Wealth
New York
$228K +$3.11K +171 +1%
BCP
1855
Blue Chip Partners
Michigan
$228K +$7.22K +397 +3%
TT
1856
TI-Trust
Illinois
$227K +$36.4K +2,000 +16%
MWM
1857
Merriman Wealth Management
Washington
$227K +$47.2K +2,594 +21%
FFS
1858
Founders Financial Securities
Maryland
$227K +$270K +14,827 New
RPCA
1859
Running Point Capital Advisors
California
$226K +$20.8K +1,142 +8%
FWSM
1860
First Wilshire Securities Management
California
$226K +$40.7K +2,238 +18%
WAG
1861
Winthrop Advisory Group
Massachusetts
$225K -$16.6K -911 -6%
SQA
1862
Simon Quick Advisors
New Jersey
$225K +$8.06K +443 +3%
STA
1863
Summit Trail Advisors
New York
$224K -$107K -5,871 -29%
TA
1864
TruWealth Advisors
Louisiana
$224K -$45.7K -2,512 -15%
PCM
1865
Princeton Capital Management
New Jersey
$224K -$14.6K -800 -5%
IAP
1866
Indie Asset Partners
Indiana
$224K -$12.7K -700 -5%
HHGA
1867
Halbert Hargrove Global Advisors
California
$224K +$5.15K +283 +2%
SL
1868
SWMG LLC
Texas
$224K +$266K +14,612 New
IIC
1869
Integrated Investment Consultants
Michigan
$223K -$87.5K -4,809 -25%
BA
1870
Ballast Advisors
Minnesota
$223K -$15.3K -843 -5%
GFS
1871
GYL Financial Synergies
Connecticut
$223K -$12K -658 -4%
AWM
1872
Atticus Wealth Management
Florida
$223K – – –
MHB
1873
Midwest Heritage Bank
Iowa
$223K – – –
SFA
1874
Source Financial Advisors
New York
$223K +$7.62K +419 +3%
LAM
1875
L2 Asset Management
Massachusetts
$223K +$32.8K +1,801 +14%