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Name Holding Trade Value Shares
Change
Change in
Stake
FAG
2126
Financial Advisory Group
Texas
$230K
HWM
2127
Horizon Wealth Management
Illinois
$228K +$1.16K +5 +0.5%
BC
2128
Barrett & Company
Rhode Island
$228K +$928 +4 +0.4%
MWM
2129
Marion Wealth Management
Pennsylvania
$228K
PSCM
2130
Per Stirling Capital Management
Texas
$227K +$14.2K +61 +6%
ME
2131
McIlrath & Eck
Washington
$227K -$12.5K -54 -5%
SW
2132
SkyOak Wealth
Michigan
$225K +$236K +1,015 New
TAM
2133
Trillium Asset Management
Massachusetts
$225K
SIA
2134
Sit Investment Associates
Minnesota
$224K -$17.4K -75 -7%
AWM
2135
Abound Wealth Management
Tennessee
$224K -$22K -95 -9%
KCM
2136
Kaye Capital Management
California
$224K +$232 +1 +0.1%
LAM
2137
Lifestyle Asset Management
Texas
$223K -$2.09K -9 -0.9%
KCFA
2138
Key Client Fiduciary Advisors
New Jersey
$223K +$8.12K +35 +4%
JF
2139
JSF Financial
California
$223K -$3.71K -16 -2%
LCOV
2140
London Company of Virginia
Virginia
$222K -$35.3K -152 -13%
ABP
2141
Arthur B. Page
$222K
BIM
2142
Bridgecreek Investment Management
Oklahoma
$222K
TLCM
2143
Twin Lakes Capital Management
California
$222K
OHWP
2144
Oak Harbor Wealth Partners
North Carolina
$221K +$30.2K +130 +15%
BWAM
2145
Boyd Watterson Asset Management
Ohio
$221K +$696 +3 +0.3%
CAM
2146
Cubic Asset Management
Massachusetts
$221K +$1.16K +5 +0.5%
VAFP
2147
Vahanian & Associates Financial Planning
New York
$221K -$276K -1,190 -54%
CIA
2148
Cladis Investment Advisory
Montana
$220K -$23.2K -100 -9%
SAM
2149
Smithbridge Asset Management
Pennsylvania
$219K
DP
2150
Denver PWM
Colorado
$219K +$1.86K +8 +0.8%