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Name Holding Trade Value Shares
Change
Change in
Stake
WAOI
2551
Wealth Advisors of Iowa
Iowa
$215K +$207K +5,135 New
FA
2552
Fermata Advisors
California
$215K +$207K +5,129 New
VIA
2553
Virtus Investment Advisers
Connecticut
$215K – – –
CCA
2554
Cora Capital Advisors
New Jersey
$214K -$28.4K -705 -12%
ILI
2555
Invesco LLC (Illinois)
Illinois
$214K -$33.6K -834 -14%
LWM
2556
Lyell Wealth Management
California
$214K -$35.2K -872 -15%
GWCM
2557
Godshalk Welsh Capital Management
Pennsylvania
$214K -$50.4K -1,250 -20%
YWM
2558
Yoder Wealth Management
California
$214K +$206K +5,095 New
HFS
2559
Heritage Financial Services
Massachusetts
$213K -$10.5K -260 -5%
WJA
2560
Willis Johnson & Associates
Texas
$213K +$205K +5,082 New
DIM
2561
DLK Investment Management
California
$213K +$205K +5,079 New
AT
2562
American Trust
Kentucky
$213K +$205K +5,078 New
NMG
2563
New Millennium Group
Utah
$212K +$25.7K +637 +14%
EGWAG
2564
Elwood & Goetz Wealth Advisory Group
Georgia
$211K +$203K +5,034 New
JWWM
2565
Johnson & White Wealth Management
Pennsylvania
$211K +$203K +5,030 New
CCP
2566
Clarity Capital Partners
California
$211K -$115K -2,842 -36%
AIA
2567
AIMZ Investment Advisors
California
$211K -$16.8K -416 -8%
FBB
2568
Fulton Breakefield Broenniman
Maryland
$211K -$37.4K -926 -16%
FWP
2569
Falcon Wealth Planning
California
$211K +$202K +5,020 New
WC
2570
Westhampton Capital
North Carolina
$210K -$28.2K -700 -12%
CWA
2571
Capital Wealth Alliance
Arizona
$210K +$202K +5,011 New
PWM
2572
Palumbo Wealth Management
New York
$210K +$202K +4,999 New
TCOTS
2573
Trust Company of the South
North Carolina
$210K -$40K -991 -17%
HWM
2574
HFR Wealth Management
New York
$210K -$190K -4,705 -49%
BAM
2575
Bosun Asset Management
Illinois
$209K +$201K +4,992 New