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Name Holding Trade Value Shares
Change
Change in
Stake
AG
4276
AlphaSimPlex Group
Massachusetts
$303K +$291K +1,733 New
PC
4277
Prairiewood Capital
North Dakota
$302K -$2.02K -12 -0.7%
HC
4278
Hoese & Co
Minnesota
$302K +$7.23K +43 +3%
GCIA
4279
Gabelli & Co Investment Advisers
New York
$299K +$1.68K +10 +0.6%
PIC
4280
Platt Investment Counsel
Florida
$298K +$61.7K +367 +27%
DRS
4281
Deane Retirement Strategies
Louisiana
$297K
TWM
4282
Tanglewood Wealth Management
Texas
$296K
SFG
4283
Socha Financial Group
New York
$293K -$33.5K -199 -11%
MWM
4284
Magnolia Wealth Management
Alabama
$292K
CM
4285
Cornerstone Management
Georgia
$290K -$8.41K -50 -3%
BAG
4286
Briggs Advisory Group
Rhode Island
$288K
LCWP
4287
Legacy Capital Wealth Partners
Arkansas
$287K +$336 +2 +0.1%
SWA
4288
Sightline Wealth Advisors
Connecticut
$285K -$5.04K -30 -2%
FLA
4289
Financial Life Advisors
Texas
$285K +$19.3K +115 +8%
WFS
4290
Weitzel Financial Services
Iowa
$281K
CIA
4291
Citadel Investment Advisory
Ohio
$280K
SH
4292
Svenska Handelsbanken
Sweden
$279K -$232K -1,380 -46%
MC
4293
Machina Capital
France
$279K +$269K +1,599 New
HWM
4294
Heirloom Wealth Management
Colorado
$278K +$41K +244 +15%
PWM
4295
Pacific Wealth Management
California
$276K
IWMA
4296
Ironwood Wealth Management (Arizona)
Arizona
$273K +$139K +829 +113%
RA
4297
Resolute Advisors
California
$271K -$81.6K -485 -24%
BCM
4298
Brookmont Capital Management
Texas
$269K
BIM
4299
Bullseye Investment Management
Ohio
$268K -$2.02K -12 -0.8%
Mawer Investment Management
4300
Mawer Investment Management
Alberta, Canada
$265K