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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
3951
Ameliora Wealth Management
Switzerland
$306K
BDFN
3952
Bond & Devick Financial Network
Minnesota
$306K
FSCM
3953
Front Street Capital Management
Montana
$306K
RCM
3954
Radnor Capital Management
Pennsylvania
$306K
TW
3955
Towerpoint Wealth
California
$306K +$24.7K +160 +9%
MHB
3956
Midwest Heritage Bank
Iowa
$306K +$30.9K +200 +12%
TIA
3957
Traphagen Investment Advisors
New Jersey
$306K +$4.02M +26,000 +387%
CPWM
3958
Cypress Point Wealth Management
Texas
$303K +$64.9K +420 +29%
AIA
3959
Arbor Investment Advisors
North Carolina
$303K +$287K +1,860 New
BWA
3960
BlueSky Wealth Advisors
North Carolina
$303K +$287K +1,860 New
BP
3961
BCK Partners
New York
$300K
APS
3962
American Planning Services
Florida
$300K +$61.8K +400 +28%
ASGS
3963
Alpha Square Group S
New York
$293K -$618K -4,000 -69%
LD
3964
Lipe & Dalton
New York
$293K -$43.3K -280 -13%
RWA
3965
Rainsberger Wealth Advisors
Colorado
$293K
WFA
3966
Wipfli Financial Advisors
Wisconsin
$290K +$275K +1,780 New
GCIG
3967
Grand Central Investment Group
Florida
$290K -$40.2K -260 -13%
HKAM
3968
Horizon Kinetics Asset Management
New York
$290K
WC
3969
Wexford Capital
Florida
$290K
LHEI
3970
Leo H. Evart Inc
California
$290K +$27.8K +180 +11%
DR
3971
Davis Rea
Ontario, Canada
$288K -$12.1M -78,560 -97%
EBSAM
3972
Eubel Brady & Suttman Asset Management
Ohio
$287K -$290K -1,880 -52%
SPW
3973
Surience Private Wealth
Washington
$287K -$68K -440 -20%
KLWA
3974
Kelly Lawrence W & Associates
California
$287K -$61.8K -400 -19%
CP
3975
Capital Planning
Washington
$287K