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Name Holding Trade Value Shares
Change
Change in
Stake
BC
2351
Barrett & Company
Rhode Island
$284K +$1.16K +4 +0.4%
WHCI
2352
W.H. Cornerstone Investments
Massachusetts
$284K -$3.48K -12 -1%
PPH
2353
Pure Portfolios Holdings
Oregon
$283K -$4.93K -17 -2%
PWAM
2354
Private Wealth Asset Management
Iowa
$282K -$304K -1,048 -51%
BCM
2355
Brooktree Capital Management
Michigan
$282K – – –
CI
2356
Corient IA
Florida
$282K – – –
DWM
2357
Drive Wealth Management
Utah
$282K +$69.6K +240 +32%
AWM
2358
Angeles Wealth Management
California
$282K -$91.4K -315 -24%
SFG
2359
Shum Financial Group
California
$282K +$289K +998 New
LCM
2360
LCM Capital Management
Illinois
$281K -$16.8K -58 -5%
BAM
2361
Byrne Asset Management
New Jersey
$281K +$289K +997 New
BWAM
2362
Boyd Watterson Asset Management
Ohio
$281K -$6.67K -23 -2%
GF
2363
Gimbal Financial
Indiana
$281K +$580 +2 +0.2%
FCMA
2364
Foresight Capital Management Advisors
Michigan
$281K – – –
PRTG
2365
Post Resch Tallon Group
New York
$280K – – –
WSFG
2366
Wall Street Financial Group
Illinois
$279K +$74.8K +258 +35%
CGA
2367
Crescent Grove Advisors
Illinois
$279K +$55.4K +191 +24%
FIC
2368
Family Investment Center
Missouri
$279K +$287K +988 New
FF
2369
Foronjy Financial
California
$278K +$290 +1 +0.1%
SWA
2370
Strategies Wealth Advisors
Michigan
$278K +$286K +985 New
SPAS
2371
Spectrum Planning & Advisory Services
California
$278K +$19.1K +66 +7%
DAM
2372
Delta Asset Management
Tennessee
$277K – – –
AEPWM
2373
Atlantic Edge Private Wealth Management
Florida
$277K – – –
BWM
2374
Bullock Wealth Management
Indiana
$277K +$290 +1 +0.1%
BWM
2375
BlackDiamond Wealth Management
New York
$275K +$22.9K +79 +9%