Name Holding Trade Value Shares
Change
Change in
Stake
SHA
2476
Seneca House Advisors
Virginia
$358K +$4.59K +35 +1%
SCM
2477
Seascape Capital Management
New Hampshire
$357K +$19K +145 +6%
SCA
2478
Sulzberger Capital Advisors
Florida
$357K – – –
UIM
2479
Unified Investment Management
Georgia
$356K -$38.1K -290 -10%
CNBOF
2480
City National Bank of Florida
Florida
$356K -$187K -1,425 -35%
WA
2481
Westfuller Advisors
New York
$356K +$349K +2,655 New
SW
2482
SkyOak Wealth
Michigan
$355K – – –
OWA
2483
One Wealth Advisors
California
$355K +$1.97K +15 +0.6%
POIA
2484
Pin Oak Investment Advisors
Texas
$355K -$66.6K -507 -16%
CKAIS
2485
Christensen King & Associates Investment Services
Washington
$354K +$263 +2 +0.1%
GWM
2486
Glass Wealth Management
Texas
$354K – – –
CBT
2487
CoreFirst Bank & Trust
Kansas
$353K – – –
TA
2488
TruWealth Advisors
Louisiana
$353K -$14.4M -109,352 -98%
GPW
2489
Genesis Private Wealth
Virginia
$352K +$1.05K +8 +0.3%
OIA
2490
Optimum Investment Advisors
Illinois
$352K -$13.1K -100 -4%
MTWM
2491
Masso Torrence Wealth Management
New Jersey
$352K +$88.5K +674 +35%
RIA
2492
Richwood Investment Advisors
Ohio
$352K -$25.6K -195 -7%
CISOA
2493
Capital Investment Services of America
Wisconsin
$351K – – –
WP
2494
WealthShield Partners
North Carolina
$351K -$9.45K -72 -3%
AF
2495
Affiance Financial
Minnesota
$351K -$29.3K -223 -8%
LWM
2496
Lakeridge Wealth Management
Ohio
$351K +$1.18K +9 +0.3%
BIA
2497
Bell Investment Advisors
California
$350K -$20.2K -154 -6%
AC
2498
Attessa Capital
Arizona
$350K – – –
TSS
2499
Two Sigma Securities
New York
$349K +$114K +869 +50%
CM
2500
Cercano Management
Washington
$349K – – –