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Name Holding Trade Value Shares
Change
Change in
Stake
TF
1801
Trek Financial
Arizona
$514K -$4.24K -17 -0.9%
CWA
1802
Consilium Wealth Advisory
Texas
$514K
CAM
1803
Campion Asset Management
Virginia
$511K
LTI
1804
Laffer Tengler Investments
Tennessee
$511K +$183K +732 +63%
CCM
1805
Cullen Capital Management
New York
$510K -$25.5K -102 -5%
APW
1806
Acima Private Wealth
Virginia
$508K
PJSIMP
1807
P.J. Schmidt Investment Management (PJS)
Wisconsin
$508K +$56.9K +228 +14%
DFCM
1808
Dark Forest Capital Management
Puerto Rico
$508K -$622K -2,491 -57%
AUB
1809
Atlantic Union Bankshares
Virginia
$507K
MC
1810
Maverick Capital
Texas
$506K +$470K +1,882 New
FIM
1811
Fruth Investment Management
Texas
$505K
CFA
1812
Capstone Financial Advisors
Illinois
$504K -$40.2K -161 -8%
AC
1813
Apella Capital
Connecticut
$503K +$150K +600 +47%
WIA
1814
World Investment Advisors
California
$502K +$91.3K +366 +24%
TPWA
1815
TRUE Private Wealth Advisors
Oregon
$498K +$68.1K +273 +17%
SSW
1816
Stone Summit Wealth
Florida
$498K +$23.7K +95 +5%
FNBTCON
1817
First National Bank & Trust Co of Newtown
Pennsylvania
$495K
SGWM
1818
Sterling Group Wealth Management
California
$493K
OWA
1819
Opal Wealth Advisors
New York
$493K +$35.2K +141 +8%
KLWA
1820
Kelly Lawrence W & Associates
California
$491K
IFPG
1821
Intrepid Financial Planning Group
Indiana
$490K +$455K +1,825 New
IP
1822
Ignite Planners
California
$488K +$22K +88 +5%
AC
1823
Allstate Corporation
Illinois
$488K
SNB
1824
Security National Bank
Nebraska
$487K -$4.49K -18 -1%
ACA
1825
Aspire Capital Advisors
Washington
$487K +$20.2K +81 +5%