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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
5351
Athena Investment Management
California
$217K
EIA
5352
Eldridge Investment Advisors
New Hampshire
$215K -$74.9K -345 -23%
UI
5353
Unconventional Investor
New Hampshire
$215K -$6.29K -29 -3%
CCM
5354
Cutler Capital Management
Massachusetts
$214K +$74.9K +345 +44%
PWP
5355
Parkwoods Wealth Partners
New York
$214K +$244K +1,125 New
HKAM
5356
Horizon Kinetics Asset Management
New York
$214K +$217 +1 +0.1%
SFMG
5357
Sage Financial Management Group
Virginia
$214K
APW
5358
Axim Planning & Wealth
Ohio
$211K -$39.3K -181 -14%
WFS
5359
Walker Financial Services
Kentucky
$211K -$6.08K -28 -2%
LIWM
5360
Long Island Wealth Management
New York
$211K +$21.7K +100 +10%
GRR
5361
Golden Reserve Retirement
Ohio
$211K +$240K +1,108 New
AWF
5362
Alpha Wealth Funds
Utah
$210K +$5.42K +25 +2%
CWM
5363
Certus Wealth Management
California
$209K
IIM
5364
Illumine Investment Management
Washington
$209K
KMC
5365
Kirr Marbach & Co
Indiana
$209K
SA
5366
Sunesis Advisors
Kansas
$209K
MTC
5367
Matrix Trust Company
Colorado
$209K +$66.4K +306 +39%
OWM
5368
Orca Wealth Management
Florida
$209K +$238K +1,098 New
AAS
5369
AdviceOne Advisory Services
Connecticut
$208K +$15.4K +71 +7%
CL
5370
COWA LLC
Oklahoma
$208K -$69.4K -320 -23%
TWM
5371
Tumwater Wealth Management
Idaho
$207K +$21.9K +101 +10%
BSWM
5372
Boston Standard Wealth Management
Massachusetts
$206K -$41.7K -192 -15%
RW
5373
Ridgeline Wealth
Arizona
$206K
LIM
5374
Loudon Investment Management
New Hampshire
$205K +$21.7K +100 +10%
FF
5375
Friedenthal Financial
New Jersey
$205K -$43.8K -202 -16%