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Name Holding Trade Value Shares
Change
Change in
Stake
PDM
1676
Penn Davis McFarland
Texas
$377K +$14.1K +64 +4%
TI
1677
Tidal Investments
Wisconsin
$377K +$105K +478 +44%
AP
1678
Advisors Preferred
Maryland
$376K +$343K +1,558 New
WG
1679
Welch Group
Alabama
$375K +$70.1K +318 +26%
VVP
1680
Venture Visionary Partners
Ohio
$375K +$344K +1,559 New
PCTC
1681
Perkins Coie Trust Company
Washington
$373K -$178K -806 -34%
NIM
1682
NuWave Investment Management
New Jersey
$372K -$1.59M -7,235 -82%
LWM
1683
Liberty Wealth Management
California
$371K +$221K +1,003 +187%
BAM
1684
Baldrige Asset Management
Pennsylvania
$370K
DOA
1685
D'Orazio & Associates
Virginia
$369K
GLLW
1686
Graves Light Lenhart Wealth
Virginia
$368K -$110K -500 -25%
CAM
1687
Cubic Asset Management
Massachusetts
$368K -$2.2K -10 -0.7%
BWP
1688
Bernardo Wealth Planning
Pennsylvania
$368K +$7.05K +32 +2%
KLI
1689
Kelman-Lazarov Inc
Tennessee
$367K
LCOV
1690
London Company of Virginia
Virginia
$366K
OAM
1691
Oberweis Asset Management
Illinois
$364K +$220 +1 +0.1%
HAS
1692
HBW Advisory Services
California
$363K +$336K +1,524 New
TSS
1693
Thomas Story & Son
Indiana
$362K
WLIM
1694
White Lighthouse Investment Management
Massachusetts
$362K
DACG
1695
Donor Advised Charitable Giving
California
$362K +$67.2K +305 +26%
CAS
1696
Cascadia Advisory Services
Oregon
$362K +$331K +1,500 New
GWMIA
1697
Global Wealth Management Investment Advisory
Florida
$361K -$22K -100 -6%
PP
1698
Pegasus Partners
Wisconsin
$360K -$183K -832 -36%
CPSAC
1699
Chas P. Smith & Associates (CPS)
Florida
$359K -$882 -4 -0.3%
MWM
1700
Modera Wealth Management
New Jersey
$359K