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Name Holding Trade Value Shares
Change
Change in
Stake
LTI
2501
Laffer Tengler Investments
Tennessee
$217K +$139K +2,396 +192%
BAM
2502
Bellevue Asset Management
Washington
$216K -$42.5K -732 -17%
BRC
2503
Bell Rock Capital
Delaware
$215K -$52K -895 -20%
BFP
2504
Briaud Financial Planning
Texas
$215K -$32.8K -565 -14%
HCM
2505
Huber Capital Management
California
$214K -$116K -2,000 -36%
MWM
2506
MBE Wealth Management
Wisconsin
$214K
FPF
2507
First Pacific Financial
Washington
$212K +$207K +3,558 New
AC
2508
Addison Capital
Pennsylvania
$212K +$207K +3,564 New
HHRDM
2509
H&H Retirement Design & Management
Nevada
$212K +$207K +3,568 New
WPA
2510
Winning Points Advisors
Florida
$212K +$207K +3,563 New
BA
2511
Ballew Advisors
Mississippi
$210K +$205K +3,521 New
PWM
2512
Praetorian Wealth Management
California
$210K +$205K +3,533 New
JWBC
2513
John W. Bristol & Co
New York
$208K +$203K +3,500 New
Rafferty Asset Management
2514
Rafferty Asset Management
New York
$207K -$379K -6,515 -65%
HFAS
2515
Hummer Financial Advisory Services
Illinois
$207K -$37K -636 -15%
SFA
2516
Stewardship Financial Advisors
Georgia
$206K -$57.9K -996 -22%
PAS
2517
Professional Advisory Services
Florida
$206K +$201K +3,456 New
BFIC
2518
Bedell Frazier Investment Counselling
California
$206K +$201K +3,460 New
SSA
2519
South Street Advisors
New York
$206K +$201K +3,467 New
IWAG
2520
Integer Wealth Advisors Group
Georgia
$205K +$200K +3,438 New
EIA
2521
Eastover Investment Advisors
North Carolina
$205K +$200K +3,439 New
CPC
2522
Consolidated Planning Corp
Georgia
$205K +$201K +3,462 New
IWA
2523
Inspirion Wealth Advisors
Illinois
$204K -$34.9K -600 -15%
CAM
2524
CenterStar Asset Management
Illinois
$204K
JPLA
2525
Joseph P. Lucia & Associates
New York
$203K +$101K +1,737 +104%