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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1926
Berger Financial Group
Minnesota
$313K -$1.36K -4 -0.4%
RWP
1927
Ridgecrest Wealth Partners
California
$313K – – –
WIA
1928
Wealthedge Investment Advisors
New York
$312K -$1.13M -3,321 -79%
ACM
1929
Aster Capital Management
United Arab Emirates
$312K +$89.1K +262 +42%
TC
1930
Truvestments Capital
Florida
$312K -$61.9K -182 -17%
GWCM
1931
Godshalk Welsh Capital Management
Pennsylvania
$311K -$117K -345 -28%
EWA
1932
Eagle Wealth Advisors
Connecticut
$311K +$303K +890 New
EA
1933
Everpar Advisors
Oklahoma
$311K -$69.7K -205 -19%
OPWM
1934
Oregon Pacific Wealth Management
Oregon
$311K +$11.9K +35 +4%
WC
1935
Woodstock Corp
Massachusetts
$311K -$20.4K -60 -6%
Wedge Capital Management
1936
Wedge Capital Management
North Carolina
$310K +$15K +44 +5%
TW
1937
Tempo Wealth
Ohio
$309K +$300K +882 New
FHWM
1938
Fox Hill Wealth Management
Massachusetts
$308K -$20.7K -61 -6%
OR
1939
Olympiad Research
Connecticut
$306K +$297K +874 New
ISFAN
1940
Investor's Fiduciary Advisor Network
Washington
$305K -$45.6K -134 -13%
HFM
1941
Hartford Financial Management
Connecticut
$303K – – –
PTC
1942
Philadelphia Trust Company
Pennsylvania
$303K +$78.2K +230 +36%
FA
1943
Financial Alternatives
California
$303K – – –
DWS
1944
Dynamic Wealth Strategies
California
$302K +$53.4K +157 +22%
PHIC
1945
Pine Haven Investment Counsel
Massachusetts
$299K -$49.3K -145 -15%
VC
1946
Veracity Capital
Georgia
$299K -$23.1K -68 -7%
SIP
1947
Snowwater Investment Partners
Connecticut
$299K +$291K +855 New
OPTFSNA
1948
Old Point Trust & Financial Services N A
Virginia
$299K +$276K +812 +1,980%
CPA
1949
Cardiff Park Advisors
California
$298K -$1.36K -4 -0.5%
WI
1950
Wedgewood Investors
Pennsylvania
$298K – – –