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Name Holding Trade Value Shares
Change
Change in
Stake
HVIA
2676
Hudson Valley Investment Advisors
New York
$253K
I
2677
IMPACTfolio
Colorado
$253K
SAM
2678
Smithbridge Asset Management
Pennsylvania
$253K
TB
2679
Terril Brothers
Missouri
$253K
WWG
2680
West Wealth Group
California
$253K +$18.5K +54 +8%
SPWM
2681
Schrum Private Wealth Management
Florida
$253K +$277K +810 New
MCA
2682
Maryland Capital Advisors
Maryland
$253K +$239K +698 New
EFG
2683
Embree Financial Group
Illinois
$253K +$1.37K +4 +0.6%
FFA
2684
Fi3 Financial Advisors
Indiana
$252K +$357K +1,043 New
LIWM
2685
Long Island Wealth Management
New York
$252K -$342 -1 -0.1%
JBA
2686
Johnson Bixby & Associates
Washington
$252K +$238K +696 New
FC
2687
Financial Council
Maryland
$252K
SAM
2688
Sawgrass Asset Management
Florida
$251K
MJFG
2689
Mars Jewett Financial Group
Washington
$250K +$4.11K +12 +2%
IAMOG
2690
Investors Asset Management of Georgia
Georgia
$250K
NCTC
2691
New Covenant Trust Company
Indiana
$250K +$24K +70 +11%
PFM
2692
Phillips Financial Management
Indiana
$250K -$18.1K -53 -7%
CCG
2693
Chatham Capital Group
Georgia
$250K -$71.9K -210 -23%
PA
2694
ProCore Advisors
California
$249K -$20.9K -61 -8%
CWM
2695
CarsonAllaria Wealth Management
Illinois
$249K
PAM
2696
Peak Asset Management
Colorado
$249K
HP
2697
HT Partners
Connecticut
$248K
RRMM
2698
Regatta Research & Money Management
Louisiana
$248K +$235K +687 New
OPCM
2699
Osborne Partners Capital Management
California
$248K -$3.91M -11,425 -94%
TCM
2700
Traub Capital Management
Massachusetts
$248K