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Name Holding Trade Value Shares
Change
Change in
Stake
EA
2901
Eclectic Associates
California
$212K -$1.17K -5 -0.5%
EE
2902
EWG Elevate
California
$211K -$2.11K -9 -0.9%
LC
2903
Landaas & Company
Wisconsin
$211K
Vanguard Capital Wealth Advisors
2904
Vanguard Capital Wealth Advisors
Colorado
$211K
WPIC
2905
White Pine Investment Company
Michigan
$210K
SIS
2906
Sound Income Strategies
Florida
$210K +$91.9K +392 +71%
RCAMU
2907
Rothschild & Co Asset Management US
Connecticut
$209K
RP
2908
Rowlandmiller & Partners
Georgia
$207K
BCM
2909
Birmingham Capital Management
Alabama
$206K
LRIC
2910
Long Road Investment Counsel
Michigan
$206K
PWA
2911
Phoenix Wealth Advisors
North Carolina
$206K
GWAG
2912
Garrett Wealth Advisory Group
Texas
$206K +$217K +926 New
AMC
2913
Asset Management Corp
Illinois
$205K +$216K +920 New
WA
2914
Wealthstar Advisors
Texas
$204K +$9.14K +39 +4%
DACG
2915
Donor Advised Charitable Giving
California
$203K -$393K -1,675 -65%
RWA
2916
Redhawk Wealth Advisors
Minnesota
$202K -$9.61K -41 -4%
JWM
2917
Jeppson Wealth Management
California
$201K
FAN
2918
Financial Advisors Network
California
$201K +$223K +949 New
SC
2919
Schulhoff & Co
Ohio
$200K +$211K +900 New
SFBLI
2920
Southern Farm Bureau Life Insurance
Mississippi
$200K +$211K +900 New
OEP
2921
Ocean Endowment Partners
Illinois
$198K
ODG
2922
O'Dell Group
Ohio
$198K +$208K +888 New
HCM
2923
Highlander Capital Management
New Jersey
$195K -$29.3K -125 -13%
CAL
2924
Capital Advisors Ltd
Ohio
$192K +$65K +277 +47%
COCM
2925
Charter Oak Capital Management
New Hampshire
$186K