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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
2601
Summit Financial Strategies
Ohio
$241K -$4.07K -94 -2%
BS
2602
Brighton Securities
New York
$241K -$112K -2,596 -32%
NB
2603
Nicolet Bankshares
Wisconsin
$240K +$32.5K +750 +16%
OLA
2604
Oliver Luxxe Assets
New Jersey
$240K +$1.21K +28 +0.5%
Loomis, Sayles & Company
2605
Loomis, Sayles & Company
Massachusetts
$240K -$45.9K -1,060 -16%
IFA
2606
Independence Financial Advisors
New Hampshire
$240K +$1.04K +24 +0.4%
PFA
2607
Presper Financial Architects
Ohio
$240K
AP
2608
Advisors Preferred
Maryland
$240K +$237K +5,465 New
TCM
2609
Tandem Capital Management
New Jersey
$239K +$235K +5,429 New
PAM
2610
Peak Asset Management
Colorado
$238K
AIA
2611
Accelerate Investment Advisors
California
$238K +$3.46K +80 +1%
AMM
2612
American Money Management
California
$238K -$73.1K -1,689 -24%
CWM
2613
Cahaba Wealth Management
Georgia
$237K +$15.7K +362 +7%
GSWA
2614
Good Steward Wealth Advisors
Tennessee
$236K -$215K -4,972 -48%
SI
2615
Sava Infond
Slovenia
$236K
OIA
2616
Optimum Investment Advisors
Illinois
$236K
KPWG
2617
KFA Private Wealth Group
Virginia
$236K -$70.6K -1,631 -23%
PWM
2618
Pines Wealth Management
North Carolina
$235K -$3.07K -71 -1%
EFG
2619
Ehrlich Financial Group
California
$235K +$87 +2 +0%
ALC
2620
Alexander Labrunerie & Co
Missouri
$235K +$232K +5,350 New
BFAG
2621
Blackston Financial Advisory Group
Florida
$235K -$1.77K -41 -0.8%
BW
2622
BostonPremier Wealth
Massachusetts
$235K +$231K +5,342 New
QIM
2623
Quest Investment Management
Oregon
$235K
KA
2624
Kercheville Advisors
Texas
$234K +$866 +20 +0.4%
BCMLT
2625
Beacon Capital Management LLC (Tennessee)
Tennessee
$234K +$99.9K +2,308 +77%