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Name Holding Trade Value Shares
Change
Change in
Stake
FOA
2551
Five Oceans Advisors
California
$313K +$4.99K +14 +2%
CI
2552
Corient IA
Florida
$313K -$39.2K -110 -11%
LAM
2553
Lifestyle Asset Management
Texas
$313K +$9.63K +27 +3%
CAM
2554
CenterStar Asset Management
Illinois
$313K +$317K +890 New
BST
2555
Bath Savings Trust
Maine
$312K -$12.5K -35 -4%
BWP
2556
Balboa Wealth Partners
Arizona
$312K -$24.6K -69 -7%
ACA
2557
American Capital Advisory
Idaho
$311K +$3.21K +9 +1%
CIP
2558
Convergence Investment Partners
Florida
$311K -$12.5K -35 -4%
SWIM
2559
Smallwood Wealth Investment Management
New Jersey
$311K – – –
BDF
2560
Black Diamond Financial
Maryland
$311K +$1.43K +4 +0.5%
RF
2561
Rossby Financial
Florida
$311K +$64.9K +182 +26%
JESC
2562
J.E. Simmons & Co
Texas
$310K – – –
RC
2563
Roundview Capital
New Jersey
$309K -$3.21K -9 -1%
TW
2564
Traveka Wealth
California
$308K +$68.8K +193 +28%
PPWM
2565
PFG Private Wealth Management
Florida
$308K +$31.4K +88 +11%
BWMG
2566
Barnes Wealth Management Group
California
$307K -$2.14K -6 -0.7%
ALC
2567
Alexander Labrunerie & Co
Missouri
$306K – – –
PAM
2568
PCG Asset Management
New Jersey
$305K – – –
SCI
2569
Silver Coast Investments
United States
$305K -$9.63K -27 -3%
FWP
2570
Falcon Wealth Planning
California
$304K +$308K +864 New
MWM
2571
Mascoma Wealth Management
New Hampshire
$302K -$9.63K -27 -3%
RAM
2572
Reflection Asset Management
South Carolina
$301K +$75.2K +211 +33%
CMAI
2573
Capital Management Associates Inc
Minnesota
$301K +$3.56K +10 +1%
GA
2574
Gordian Advisors
Arizona
$301K +$1.43K +4 +0.5%
LIA
2575
LS Investment Advisors
Michigan
$301K -$10.7K -30 -3%