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Name Holding Trade Value Shares
Change
Change in
Stake
LC
1901
Landaas & Company
Wisconsin
$261K -$6.63K -132 -2%
BBWA
1902
Bell & Brown Wealth Advisors
California
$259K -$75.4K -1,500 -22%
PCMK
1903
Paragon Capital Management (Kansas)
Kansas
$259K -$60.7K -1,208 -18%
TFO
1904
Tarbox Family Office
California
$259K +$955 +19 +0.4%
NWM
1905
Northwest Wealth Management
Iowa
$259K +$40.1K +797 +17%
CAAS
1906
Capital Asset Advisory Services
Michigan
$258K +$17.2K +342 +7%
EIA
1907
Eldridge Investment Advisors
New Hampshire
$258K +$33.9K +675 +14%
TPW
1908
Tiller Private Wealth
Pennsylvania
$257K -$4.12K -82 -2%
NA
1909
Nottingham Advisors
New York
$255K -$57.8K -1,150 -18%
DIA
1910
Davidson Investment Advisors
Montana
$254K -$20.4K -405 -7%
CBOR
1911
Community Bank of Raymore
Missouri
$254K
AWMG
1912
Alliance Wealth Management Group
New Jersey
$254K +$9.9K +197 +4%
HFS
1913
Haverford Financial Services
Pennsylvania
$251K -$14.7K -293 -5%
PWM
1914
Paulson Wealth Management
Illinois
$246K +$8.39K +167 +3%
SLA
1915
Silver Lake Advisory
Utah
$244K +$11.9K +237 +5%
HP
1916
HT Partners
Connecticut
$244K +$257K +5,104 New
AF
1917
Affiance Financial
Minnesota
$243K +$59.4K +1,181 +30%
MC
1918
Miles Capital
Iowa
$243K +$60.8K +1,209 +31%
SAM
1919
Shikiar Asset Management
New York
$242K -$139K -2,761 -35%
KA
1920
Klingman & Associates
New York
$242K -$8.19K -163 -3%
MI
1921
Markston International
New York
$241K -$26.1K -520 -9%
MOS
1922
MGO One Seven
Ohio
$241K -$1.56K -31 -0.6%
CCA
1923
Conestoga Capital Advisors
Pennsylvania
$240K +$27.6K +550 +12%
JFA
1924
JNBA Financial Advisors
Minnesota
$240K +$48.6K +967 +24%
GGI
1925
Godsey & Gibb Inc
Virginia
$239K -$12.8M -255,053 -98%