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Name Holding Trade Value Shares
Change
Change in
Stake
Donaldson Capital Management
2851
Donaldson Capital Management
Indiana
$223K -$448K -1,883 -68%
TLCM
2852
Twin Lakes Capital Management
California
$223K – – –
MAM
2853
Marotta Asset Management
Virginia
$223K +$3.33K +14 +2%
DIP
2854
DT Investment Partners
Pennsylvania
$223K +$5.47K +23 +2%
GFG
2855
GR Financial Group
Arizona
$222K -$9.51K -40 -4%
OFP
2856
OLIO Financial Planning
Virginia
$222K -$30.7K -129 -13%
HWM
2857
HRC Wealth Management
Idaho
$222K +$212K +892 New
TF
2858
Talbot Financial
Washington
$222K +$212K +892 New
TTWM
2859
TCV Trust & Wealth Management
Virginia
$220K +$10.7K +45 +5%
VH
2860
Visionary Horizons
Tennessee
$220K +$211K +886 New
SC
2861
Saybrook Capital
North Carolina
$220K -$11.9K -50 -5%
LAM
2862
LifePro Asset Management
California
$220K +$210K +885 New
GCP
2863
Gill Capital Partners
Colorado
$220K +$210K +884 New
HIM
2864
Hanlon Investment Management
New Jersey
$219K +$210K +883 New
ACS
2865
Archford Capital Strategies
Illinois
$219K – – –
Winton Group
2866
Winton Group
United Kingdom
$218K -$778K -3,273 -79%
CT
2867
Colonial Trust
South Carolina
$218K +$3.8K +16 +2%
VWM
2868
VCI Wealth Management
Missouri
$218K +$208K +876 New
WPA
2869
West Paces Advisors
Georgia
$217K +$11.9K +50 +6%
IW
2870
Instrumental Wealth
Florida
$217K +$4.75K +20 +2%
FTC
2871
Farmers Trust Company
Ohio
$217K -$13.5K -57 -6%
JWWM
2872
Johnson & White Wealth Management
Pennsylvania
$216K +$207K +871 New
ELM
2873
Elite Life Management
Florida
$216K +$207K +869 New
PWM
2874
Paulson Wealth Management
Illinois
$216K +$13.5K +57 +7%
SSI
2875
Scott & Selber Inc
Texas
$215K – – –