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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
2326
Osterweis Capital Management
California
$435K -$132K -1,007 -24%
PWP
2327
Precedent Wealth Partners
Texas
$435K +$41.5K +316 +11%
ODIJL
2328
One Day In July LLC
Vermont
$434K -$25.2K -192 -6%
MPAM
2329
Murphy Pohlad Asset Management
Minnesota
$432K -$3.28K -25 -0.8%
AIIMS
2330
Analyst IMS Investment Management Services
Israel
$432K -$54.7K -417 -11%
WIM
2331
Westside Investment Management
California
$432K +$45.9K +350 +12%
KWM
2332
KW Wealth Management
California
$431K +$423K +3,221 New
HA
2333
Harfst & Associates
Wyoming
$431K – – –
ALAM
2334
Asahi Life Asset Management
Japan
$431K +$422K +3,215 New
TSMHT
2335
Thurston Springer Miller Herd & Titak
Indiana
$430K -$4.54M -34,608 -92%
FFO
2336
Fortitude Family Office
Arizona
$429K -$5.91K -45 -1%
CWM
2337
Cahaba Wealth Management
Georgia
$428K -$36.5K -278 -8%
TCM
2338
TruNorth Capital Management
Michigan
$427K +$15.1K +115 +4%
GPA
2339
Garrison Point Advisors
California
$427K +$1.44K +11 +0.3%
SPL
2340
Smart Portfolios LLC
Washington
$427K -$10.1K -77 -2%
SFP
2341
Shepherd Financial Partners
Massachusetts
$424K +$1.57K +12 +0.4%
MA
2342
MBA Advisors
Pennsylvania
$423K -$3.81K -29 -0.9%
CPSAC
2343
Chas P. Smith & Associates (CPS)
Florida
$423K -$305K -2,326 -42%
EAM
2344
Empirical Asset Management
Massachusetts
$423K +$410K +3,124 +100%
LEA
2345
Legacy Edge Advisors
New York
$422K -$16K -122 -4%
PBO
2346
Peoples Bank (Ohio)
Ohio
$422K -$5.91K -45 -1%
GWCM
2347
Godshalk Welsh Capital Management
Pennsylvania
$422K – – –
PWA
2348
Provenance Wealth Advisors
Florida
$422K – – –
VP
2349
Verum Partners
North Carolina
$421K -$26.5K -202 -6%
LA
2350
LM Advisors
California
$420K -$8.53K -65 -2%