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Name Holding Trade Value Shares
Change
Change in
Stake
OL
1926
Optas LLC
Texas
$595K -$255K -2,259 -28%
AW
1927
Apricus Wealth
South Carolina
$592K
AT
1928
Avalon Trust
New Mexico
$592K +$2.71K +24 +0.4%
DE
1929
Defiance ETFs
New York
$591K +$650K +5,755 New
FPCP
1930
Fort Point Capital Partners
California
$591K +$10.5K +93 +2%
SIM
1931
Studio Investment Management
Illinois
$589K +$92K +815 +17%
KJWM
1932
Kiley Juergens Wealth Management
Washington
$589K +$648K +5,735 New
TC
1933
Tannin Capital
North Carolina
$586K +$151K +1,336 +31%
OP
1934
Oslo Pensjonsforsikring
$582K +$640K +5,667 New
CFD
1935
Creative Financial Designs
Indiana
$581K +$427K +3,785 +202%
CCFM
1936
Clear Creek Financial Management
Washington
$580K +$57.8K +512 +10%
TAM
1937
Trillium Asset Management
Massachusetts
$575K -$24.5K -217 -4%
LFS
1938
Lighthouse Financial Services
California
$572K +$191K +1,690 +43%
CA
1939
Cornerstone Advisory
Maryland
$571K +$39.1K +346 +7%
NA
1940
Navellier & Associates
Nevada
$568K +$11K +97 +2%
DTL
1941
Dynamic Technology Lab
Singapore
$567K +$624K +5,526 New
BOJHT
1942
Bank of Jackson Hole Trust
Wyoming
$566K +$23.7K +210 +4%
RC
1943
Rexford Capital
Texas
$566K +$21.9K +194 +4%
WWM
1944
Whalen Wealth Management
Nevada
$563K -$689K -6,098 -53%
SPWM
1945
Straight Path Wealth Management
Michigan
$563K +$9.26K +82 +2%
WC
1946
Westhampton Capital
North Carolina
$563K
PMIA
1947
Patrick Mauro Investment Advisor
Illinois
$563K +$8.36K +74 +1%
SWA
1948
Stratos Wealth Advisors
Ohio
$563K -$147K -1,300 -19%
FMTC
1949
Farmers & Merchants Trust Company
California
$563K -$3.16K -28 -0.5%
HHCP
1950
Hilton Head Capital Partners
South Carolina
$563K