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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
2451
Jacobsen Capital Management
Utah
$221K +$209K +767 New
OWMIAS
2452
One Wealth Management Investment & Advisory Services
Florida
$221K +$209K +767 New
AFG
2453
ABLE Financial Group
Arizona
$221K +$209K +766 New
JBA
2454
Johnson Bixby & Associates
Washington
$221K – – –
GWA
2455
Gratus Wealth Advisors
Virginia
$221K +$209K +766 New
B
2456
Birchbrook
Maine
$221K +$209K +766 New
MNBTD
2457
Moody National Bank Trust Division
Texas
$220K -$1.36M -4,990 -87%
AFAS
2458
Acorn Financial Advisory Services
Virginia
$220K -$4.9K -18 -2%
GIM
2459
Guild Investment Management
California
$219K – – –
CBFP
2460
Cedar Brook Financial Partners
Ohio
$219K -$6.27K -23 -3%
FB
2461
First Bancorp
Maine
$219K – – –
SCI
2462
Silver Coast Investments
United States
$219K +$207K +759 New
JWM
2463
Janiczek Wealth Management
Colorado
$218K +$16.6K +61 +9%
Country Trust Bank
2464
Country Trust Bank
Illinois
$218K -$161K -592 -44%
MWP
2465
Meridian Wealth Partners
Pennsylvania
$216K +$205K +751 New
DMC
2466
Drexel Morgan & Co
Pennsylvania
$216K – – –
WN
2467
Williams & Novak
California
$215K +$204K +747 New
CIA
2468
Cape Investment Advisory
Georgia
$215K +$9.54K +35 +5%
GG
2469
Greenwood Gearhart
Arkansas
$215K – – –
GWA
2470
GGM Wealth Advisors
Maryland
$214K +$187K +686 New
C
2471
CEDRUS
Colorado
$214K +$202K +742 New
CPA
2472
Capital Planning Advisors
California
$213K +$202K +740 New
WF
2473
Wayfinding Financial
Washington
$213K +$201K +739 New
PAM
2474
Peak Asset Management
Colorado
$213K +$201K +739 New
AWP
2475
Abacus Wealth Partners
California
$213K -$35.1K -129 -15%