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Name Holding Trade Value Shares
Change
Change in
Stake
TCOTS
2751
Trust Company of the South
North Carolina
$245K +$226K +4,878 New
GSAM
2752
Grant Street Asset Management
Pennsylvania
$245K +$226K +4,873 New
HGWM
2753
Horst & Graben Wealth Management
Oregon
$244K -$4.31K -93 -2%
SBWIC
2754
Schaper Benz & Wise Investment Counsel
Wisconsin
$244K +$225K +4,861 New
FFA
2755
Fi3 Financial Advisors
Indiana
$244K +$225K +4,856 New
HIS
2756
Harvest Investment Services
Illinois
$243K +$225K +4,850 New
TRIA
2757
Trail Ridge Investment Advisors
Colorado
$243K -$211K -4,550 -48%
PWM
2758
Partners Wealth Management
California
$243K -$46.3K -1,000 -17%
RIA
2759
Rhodes Investment Advisors
Texas
$243K +$224K +4,838 New
SRWM
2760
Shira Ridge Wealth Management
California
$243K -$5.05K -109 -2%
FPGK
2761
Financial Partners Group (Kansas)
Kansas
$242K +$224K +4,824 New
PF
2762
Prosperitas Financial
California
$242K +$223K +4,821 New
OC
2763
Oarsman Capital
Wisconsin
$242K -$327K -7,050 -59%
NWM
2764
Northcape Wealth Management
New York
$242K +$223K +4,814 New
DFG
2765
Demars Financial Group
Washington
$242K +$223K +4,814 New
FWP
2766
Falcon Wealth Planning
California
$241K +$223K +4,811 New
BWA
2767
Basecamp Wealth Advisors
Washington
$241K -$15.5K -335 -7%
CCM
2768
Check Capital Management
California
$241K -$49.1K -1,060 -18%
ALC
2769
Alexander Labrunerie & Co
Missouri
$241K +$222K +4,799 New
AAA
2770
Andrews Advisory Associates
Hawaii
$241K -$258K -5,564 -54%
RFW
2771
Rainier Family Wealth
Washington
$240K -$14.7K -318 -6%
AOWM
2772
Asset One Wealth Management
Washington
$239K +$240K +5,175 New
RAG
2773
RIA Advisory Group
Iowa
$239K -$6.98M -150,663 -97%
EAP
2774
Elevation Advisory Partners
Florida
$238K +$280K +6,052 New
ICP
2775
Interchange Capital Partners
Pennsylvania
$238K -$75.6K -1,632 -24%