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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
2151
Coastwise Capital Group
California
$398K – – –
WFA
2152
Wade Financial Advisory
California
$397K -$732K -1,511 -68%
CWM
2153
Cedar Wealth Management
California
$396K – – –
SWM
2154
Seed Wealth Management
Illinois
$396K +$49.4K +102 +17%
SWA
2155
SFMG Wealth Advisors
Texas
$393K +$10.2K +21 +3%
ATS
2156
Ashton Thomas Securities
New York
$393K +$336K +693 New
WEG
2157
World Equity Group
Illinois
$392K +$30.5K +63 +10%
TA
2158
TFB Advisors
Kansas
$392K +$42.6K +88 +14%
FNBSF
2159
First National Bank Sioux Falls
South Dakota
$392K – – –
PMG
2160
Private Management Group
California
$391K +$29.1K +60 +9%
LWM
2161
LJI Wealth Management
Indiana
$390K – – –
NAMA
2162
Nikko Asset Management Americas
New York
$390K -$64.9K -134 -16%
MUAMU
2163
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$389K +$48.4K +100 +17%
CPSC
2164
Carl P. Sherr & Co
Massachusetts
$389K – – –
CIP
2165
Convergence Investment Partners
Florida
$388K -$4.84K -10 -1%
SL
2166
Summitry LLC
California
$388K +$3.87K +8 +1%
CW
2167
CIC Wealth
Maryland
$387K +$62.5K +129 +23%
SB
2168
Sunflower Bank
Texas
$386K +$8.23K +17 +3%
PP
2169
Pegasus Partners
Wisconsin
$385K +$336K +693 New
DIM
2170
DC Investments Management
Virginia
$385K – – –
NFP
2171
Narus Financial Partners
Utah
$385K -$6.29K -13 -2%
PFA
2172
Pathway Financial Advisors
Vermont
$384K – – –
HAIM
2173
Hunter Associates Investment Management
Pennsylvania
$384K – – –
PCH
2174
PGIM Custom Harvest
New Jersey
$382K +$78.9K +163 +31%
EWS
2175
Eagle Wealth Strategies
New Jersey
$381K +$22.8K +47 +7%