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Name Holding Trade Value Shares
Change
Change in
Stake
KFGG
2401
Keystone Financial Group (Georgia)
Georgia
$265K -$5.67K -20 -2%
CIP
2402
Convergence Investment Partners
Florida
$265K -$14.7K -52 -5%
BWM
2403
Birchcreek Wealth Management
Ohio
$264K -$41.9K -148 -14%
SP
2404
SWS Partners
Ohio
$264K +$3.4K +12 +1%
SDAM
2405
Shulman DeMeo Asset Management
New York
$263K -$7.93K -28 -3%
RWM
2406
RKL Wealth Management
Pennsylvania
$263K -$3.68K -13 -1%
BWM
2407
BCS Wealth Management
Tennessee
$263K +$43.1K +152 +19%
WF
2408
Wayfinding Financial
Washington
$263K +$47.3K +167 +24%
PWP
2409
Private Wealth Partners
California
$261K +$30.3K +107 +13%
WCFA
2410
Walkner Condon Financial Advisors
Wisconsin
$261K +$20.4K +72 +8%
ABWM
2411
Alpine Bank Wealth Management
Colorado
$261K -$28.3K -100 -10%
SW
2412
SkyOak Wealth
Michigan
$261K
AFW
2413
Atlantic Family Wealth
Florida
$260K +$37.1K +131 +16%
BWM
2414
BlackDiamond Wealth Management
New York
$260K +$20.1K +71 +9%
TCM
2415
Traynor Capital Management
Pennsylvania
$260K +$56.9K +201 +29%
MHC
2416
May Hill Capital
Massachusetts
$259K -$110K -388 -29%
BSSFA
2417
Baron Silver Stevens Financial Advisors
Florida
$259K +$25.5K +90 +11%
FFA
2418
Fortune Financial Advisors
Kansas
$259K
CCM
2419
Conway Capital Management
California
$259K
WFS
2420
Widmann Financial Services
Maryland
$258K +$70K +247 +36%
IIA
2421
Integral Investment Advisors
California
$258K -$3.4K -12 -1%
BST
2422
Bath Savings Trust
Maine
$257K -$8.78K -31 -3%
CCMG
2423
Clark Capital Management Group
Pennsylvania
$257K -$24.6K -87 -9%
CTB
2424
Country Trust Bank
Illinois
$257K
WN
2425
Williams & Novak
California
$257K +$8.5K +30 +3%