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Name Holding Trade Value Shares
Change
Change in
Stake
MPW
2551
Monterey Private Wealth
California
$206K +$193K +5,459 New
HIA
2552
HTG Investment Advisors
Connecticut
$206K +$193K +5,459 New
Fiera Capital (Canada)
2553
Fiera Capital (Canada)
Quebec, Canada
$205K +$193K +5,445 New
EP
2554
Essential Planning
New Hampshire
$205K +$193K +5,445 New
AIA
2555
AIMZ Investment Advisors
California
$205K +$193K +5,441 New
CCM
2556
Crew Capital Management
Ohio
$205K +$192K +5,436 New
RFN
2557
Redwood Financial Network
Ohio
$204K +$191K +5,400 New
GSC
2558
Grey Street Capital
Illinois
$203K +$191K +5,392 New
NF
2559
Nikulski Financial
Iowa
$203K +$190K +5,383 New
HI
2560
Human Investing
Oregon
$202K -$104K -2,944 -35%
FZCM
2561
Flynn Zito Capital Management
New York
$202K +$190K +5,356 New
HFS
2562
Heritage Financial Services
Massachusetts
$201K -$35.6K -1,006 -16%
DAC
2563
Dividend Assets Capital
South Carolina
$201K -$9.73K -275 -5%
EB
2564
Exchange Bank
California
$201K +$188K +5,324 New
JWCA
2565
J.W. Coons Advisors
Ohio
$201K +$188K +5,322 New
GB
2566
Goepper Burkhardt
South Carolina
$200K +$178K +5,041 New
VCM
2567
Viewpoint Capital Management
Washington
$200K +$188K +5,306 New
APW
2568
Acima Private Wealth
Virginia
$200K
BBPWM
2569
Blue Bell Private Wealth Management
Pennsylvania
$196K +$72.9K +2,060 +66%
TAM
2570
Tucker Asset Management
Colorado
$195K -$28.2K -796 -13%
HI
2571
Hoey Investments
Pennsylvania
$194K +$44.2K +1,250 +32%
VIA
2572
Virtus Investment Advisers
Connecticut
$193K +$181K +5,120 New
APC
2573
Aspire Private Capital
North Carolina
$192K -$8.7K -246 -5%
TLCM
2574
Twin Lakes Capital Management
California
$185K +$1.1K +31 +0.6%
SL
2575
Salomon & Ludwin
Virginia
$183K