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Name Holding Trade Value Shares
Change
Change in
Stake
GPW
3976
Genesis Private Wealth
Virginia
$239K +$6.21K +14 +3%
LT
3977
Legacy Trust
Michigan
$239K +$2.66K +6 +1%
GGI
3978
Godsey & Gibb Inc
Virginia
$238K +$34.1K +77 +17%
AGAM
3979
AK Global Asset Management
California
$238K +$235K +530 New
NA
3980
Note Advisors
New York
$238K -$29.7K -67 -11%
Innovator Capital Management
3981
Innovator Capital Management
Illinois
$238K -$33.2K -75 -12%
ILI
3982
Invesco LLC (Illinois)
Illinois
$238K +$6.21K +14 +3%
GCM
3983
Gallacher Capital Management
Colorado
$237K +$234K +528 New
TWD
3984
True Wealth Design
Ohio
$237K +$23.5K +53 +11%
CAM
3985
Carret Asset Management
New York
$237K – – –
MWM
3986
McMill Wealth Management
Nebraska
$237K – – –
MAM
3987
McLaughlin Asset Management
Illinois
$237K +$234K +527 New
VH
3988
VVR Holdings
Washington
$237K +$234K +527 New
UCI
3989
Uncommon Cents Investing
Wisconsin
$237K – – –
FPW
3990
Flagship Private Wealth
Massachusetts
$237K +$16K +36 +7%
HVIA
3991
Hudson Valley Investment Advisors
New York
$236K -$86.9K -196 -27%
JFG
3992
JDM Financial Group
Texas
$236K +$1.77K +4 +0.8%
SCM
3993
Step Capital Management
$236K +$233K +525 New
SHFA
3994
SC&H Financial Advisors
Maryland
$236K +$232K +524 New
CCA
3995
Cooper Capital Advisors
California
$236K – – –
HTHT
3996
Hemenway Trust Hemenway Trust
New Hampshire
$235K – – –
CWA
3997
Cura Wealth Advisors
Illinois
$235K +$16.8K +38 +8%
MWS
3998
MFA Wealth Services
California
$234K -$16K -36 -6%
KP
3999
Kitching Partners
Pennsylvania
$234K -$1.33K -3 -0.6%
CJ
4000
Caitlin John
Michigan
$234K +$46.5K +105 +25%