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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2276
Prentice Wealth Management
New York
$218K +$203K +812 New
GAM
2277
Griffin Asset Management
New York
$218K +$202K +811 New
AIFAIM
2278
American Institute for Advanced Investment Management
Arizona
$218K +$202K +810 New
TAM
2279
Titleist Asset Management
Texas
$216K +$201K +805 New
MSWM
2280
McGlone Suttner Wealth Management
Wisconsin
$216K +$201K +804 New
PFA
2281
Pettinga Financial Advisors
Indiana
$216K +$200K +803 New
JHCP
2282
Jackson Hole Capital Partners
Oklahoma
$216K +$200K +802 New
CPA
2283
Cardiff Park Advisors
California
$215K +$200K +801 New
CCFM
2284
Clear Creek Financial Management
Washington
$215K +$200K +800 New
IP
2285
Isthmus Partners
Wisconsin
$215K +$200K +800 New
HGWM
2286
Horst & Graben Wealth Management
Oregon
$215K +$199K +798 New
GWWM
2287
Great Waters Wealth Management
Minnesota
$215K +$200K +802 New
TWM
2288
TriaGen Wealth Management
California
$214K +$199K +797 New
MHR
2289
Matthew Hamilton Rosenberg
$213K -$20K -80 -9%
IFA
2290
Index Fund Advisors
California
$212K +$197K +790 New
GTAM
2291
Global Trust Asset Management
Florida
$212K +$15.2K +61 +8%
BWM
2292
Blossom Wealth Management
California
$212K +$197K +788 New
PCTC
2293
Perkins Coie Trust Company
Washington
$212K +$2.75K +11 +1%
JC
2294
JB Capital
Connecticut
$211K +$196K +785 New
OPA
2295
Old Port Advisors
Maine
$211K +$196K +785 New
CTWM
2296
Cherry Tree Wealth Management
Minnesota
$210K – – –
SMA
2297
Seven Mile Advisory
New Jersey
$210K +$195K +783 New
WFAG
2298
Wescott Financial Advisory Group
Pennsylvania
$210K +$195K +783 New
PBO
2299
Peoples Bank (Ohio)
Ohio
$210K +$195K +782 New
AFAS
2300
Acorn Financial Advisory Services
Virginia
$210K +$195K +782 New