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Name Holding Trade Value Shares
Change
Change in
Stake
WIP
2851
Wellesley Investment Partners
Massachusetts
$749K +$88.3K +560 +13%
SWG
2852
Summit Wealth Group
Vermont
$746K -$53.6K -340 -7%
JWBC
2853
John W. Brooker & Co
California
$746K -$12.6K -80 -2%
PBC
2854
Pavion Blue Capital
California
$746K +$31.5K +200 +4%
GCA
2855
Gradient Capital Advisors
California
$743K +$9.46K +60 +1%
WIA
2856
Westbourne Investment Advisors
Maryland
$743K +$69.4K +440 +10%
APC
2857
Aspire Private Capital
North Carolina
$743K +$542K +3,440 +269%
TAM
2858
Trillium Asset Management
Massachusetts
$740K +$31.5K +200 +4%
TIA
2859
Traphagen Investment Advisors
New Jersey
$740K +$3.15K +20 +0.4%
TSW
2860
Thompson Siegel & Walmsley
Virginia
$734K
CCA
2861
Conservest Capital Advisors
Pennsylvania
$734K +$9.46K +60 +1%
ACM
2862
AlphaStar Capital Management
North Carolina
$734K +$158K +1,000 +28%
CF
2863
Corrigan Financial
Rhode Island
$734K +$9.46K +60 +1%
RPSA
2864
Richard P. Slaughter Associates
Texas
$733K -$12.6K -80 -2%
BRM
2865
Boston Research & Management
Massachusetts
$733K +$123K +780 +20%
CWM
2866
Cedar Wealth Management
California
$731K +$426K +2,700 +139%
PIC
2867
PCJ Investment Counsel
Ontario, Canada
$724K -$1.32M -8,400 -65%
CIEP
2868
Constellation Investimentos e Participacoes
Brazil
$724K +$725K +4,600 New
OPCM
2869
Osborne Partners Capital Management
California
$721K -$47.3K -300 -6%
NC
2870
NovaPoint Capital
Georgia
$721K +$25.2K +160 +4%
OCM
2871
Orleans Capital Management
Louisiana
$718K
BOCM
2872
Bontempo Ohly Capital Management
Maryland
$715K -$694K -4,400 -49%
MGIA
2873
Matthew Goff Investment Advisor
Texas
$715K
IRC
2874
Investors Research Corp
Georgia
$705K -$9.46K -60 -1%
MWM
2875
Maltin Wealth Management
New Jersey
$702K +$28.4K +180 +4%