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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
2401
Armor Investment Advisors
North Carolina
$234K -$17.7K -704 -8%
CWM
2402
Challenger Wealth Management
California
$233K +$208K +8,253 New
TWA
2403
Trace Wealth Advisors
California
$233K +$207K +8,246 New
CCG
2404
Ceeto Capital Group
Florida
$233K
CAS
2405
Coppell Advisory Solutions
Texas
$233K +$41.4K +1,646 +24%
AIA
2406
AssuredPartners Investment Advisors
Florida
$233K +$207K +8,233 New
NC
2407
NBW Capital
Massachusetts
$232K +$207K +8,218 New
WIM
2408
Wittenberg Investment Management
Massachusetts
$232K +$207K +8,214 New
AL
2409
Aspiriant LLC
California
$232K +$206K +8,211 New
PAA
2410
Peregrine Asset Advisers
Oregon
$232K +$206K +8,200 New
DA
2411
Doliver Advisors
Texas
$232K +$206K +8,198 New
OFS
2412
Orrstown Financial Services
Pennsylvania
$232K -$149K -5,944 -42%
BSHC
2413
Breed's Hill Capital
Massachusetts
$232K +$206K +8,192 New
FH
2414
Financial Harvest
Florida
$232K +$95K +3,777 New
NWMG
2415
National Wealth Management Group
Ohio
$231K +$206K +8,175 New
HFS
2416
Horizon Financial Services
North Carolina
$231K -$88K -3,499 -30%
SMWM
2417
Silvia McColl Wealth Management
California
$230K +$205K +8,139 New
FNWM
2418
Financial Network Wealth Management
Utah
$230K +$205K +8,140 New
KHCM
2419
Kirtland Hills Capital Management
Ohio
$230K +$213K +8,466 New
BPWM
2420
Badgley Phelps Wealth Managers
Washington
$230K +$204K +8,123 New
SWC
2421
Spectrum Wealth Counsel
Indiana
$229K
CC
2422
Cypress Capital
Tennessee
$229K -$44.5K -1,771 -18%
DFP
2423
Defined Financial Planning
California
$229K +$202K +8,041 New
Cohen & Steers
2424
Cohen & Steers
New York
$229K -$338K -13,437 -62%
SPP
2425
Single Point Partners
Massachusetts
$229K +$204K +8,096 New