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Name Holding Trade Value Shares
Change
Change in
Stake
QIM
1826
Quest Investment Management
Oregon
$846K -$44K -345 -5%
CA
1827
Cambridge Advisors
Nebraska
$845K
RWP
1828
Ridgecrest Wealth Partners
California
$845K
BEC
1829
Blue Edge Capital
Virginia
$842K
SL
1830
Sentry LLC
Tennessee
$842K
SWA
1831
Sax Wealth Advisors
New Jersey
$840K -$81.2K -637 -9%
1M
1832
1248 Management
Missouri
$838K
FFL
1833
Future Fund LLC
Illinois
$838K -$115K -903 -12%
NA
1834
Nautilus Advisors
California
$837K -$77.5K -608 -8%
SCA
1835
STALEY CAPITAL ADVISERS
Pennsylvania
$836K -$504K -3,955 -37%
TLCM
1836
Twin Lakes Capital Management
California
$831K -$17.7K -139 -2%
TWM
1837
Trueblood Wealth Management
Ohio
$831K -$13.9K -109 -2%
WC
1838
Waterloo Capital
Texas
$827K -$55.5K -436 -6%
LIA
1839
LS Investment Advisors
Michigan
$826K +$205K +1,609 +32%
CAM
1840
Close Asset Management
United Kingdom
$826K
GWANC
1841
Guardian Wealth Advisors (North Carolina)
North Carolina
$825K -$8.79K -69 -1%
FA
1842
Faithward Advisors
Pennsylvania
$825K -$37.6K -295 -4%
CASB
1843
Cape Ann Savings Bank
Massachusetts
$824K +$223K +1,754 +36%
AFM
1844
Abbot Financial Management
Massachusetts
$822K
TFM
1845
TFC Financial Management
Massachusetts
$820K
SWM
1846
Spire Wealth Management
Virginia
$820K +$11.7K +92 +1%
GC
1847
Gilbert & Cook
Iowa
$818K +$22.4K +176 +3%
WIS
1848
Wright Investors Service
Connecticut
$817K -$2.42K -19 -0.3%
OFS
1849
OneAscent Financial Services
Alabama
$817K -$181K -1,422 -18%
OPW
1850
Osprey Private Wealth
New York
$816K