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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
2376
Thompson Investment Management
Wisconsin
$249K +$28.6K +1,038 +14%
SWM
2377
Shakespeare Wealth Management
Wisconsin
$248K +$40.1K +1,455 +20%
LWA
2378
Lineweaver Wealth Advisors
Ohio
$248K -$13.8K -501 -6%
RFN
2379
Redwood Financial Network
Ohio
$247K +$28 +1 +0%
BLFG
2380
Brian Low Financial Group
Louisiana
$247K +$236K +8,550 New
MSF
2381
Mustard Seed Financial
Arkansas
$247K – – –
GKIM
2382
GW&K Investment Management
Massachusetts
$246K +$32.3K +1,171 +16%
NCM
2383
Northside Capital Management
Oregon
$246K +$1.98K +72 +0.9%
MCCA
2384
Mill Creek Capital Advisors
Pennsylvania
$245K +$234K +8,479 New
GPA
2385
Garrison Point Advisors
California
$245K +$165 +6 +0.1%
HP
2386
Holistic Planning
Texas
$245K +$20.1K +729 +9%
KHCM
2387
Kirtland Hills Capital Management
Ohio
$245K – – –
RMCM
2388
Reynders McVeigh Capital Management
Massachusetts
$245K +$4.88K +177 +2%
AFA
2389
Allium Financial Advisors
Oregon
$244K +$233K +8,443 New
SL
2390
SWMG LLC
Texas
$244K -$228K -8,289 -48%
SFG
2391
Sather Financial Group
Texas
$244K -$89.4K -3,244 -28%
SI
2392
Saxon Interests
Texas
$244K – – –
FBFS
2393
First Business Financial Services
Wisconsin
$243K – – –
PAA
2394
Peregrine Asset Advisers
Oregon
$243K +$5.35K +194 +2%
BI
2395
Ballast Inc
Kentucky
$243K +$661 +24 +0.3%
OWA
2396
Octavia Wealth Advisors
Ohio
$242K -$66.2K -2,403 -22%
IA
2397
Inspire Advisors
Idaho
$242K -$109K -3,968 -32%
OIM
2398
Oder Investment Management
California
$242K +$1.19K +43 +0.5%
TAM
2399
Trillium Asset Management
Massachusetts
$242K +$231K +8,367 New
FUBT
2400
First United Bank & Trust
Maryland
$242K -$19.8K -720 -8%