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Name Holding Trade Value Shares
Change
Change in
Stake
Flagship Private Wealth
5801
Flagship Private Wealth
Massachusetts
$350K +$10.5K +42 +3%
American Asset Management
5802
American Asset Management
Florida
$349K +$73.3K +292 +25%
Koenig Investment Advisory
5803
Koenig Investment Advisory
Oregon
$348K +$10.8K +43 +3%
ETF Portfolio Partners
5804
ETF Portfolio Partners
Kansas
$348K – – –
XP Advisory US
5805
XP Advisory US
Florida
$348K +$366K +1,460 New
Kaydan Wealth Management
5806
Kaydan Wealth Management
Michigan
$348K -$25.4K -101 -6%
Parus Finance (UK)
5807
Parus Finance (UK)
United Kingdom
$345K -$56.7K -226 -14%
Trustco Bank (New York)
5808
Trustco Bank (New York)
New York
$343K – – –
Eldridge Investment Advisors
5809
Eldridge Investment Advisors
New Hampshire
$342K +$12.6K +50 +4%
Strategic Equity Management
5810
Strategic Equity Management
Arizona
$342K +$79.8K +318 +28%
Junk Investment Group
5811
Junk Investment Group
Maryland
$342K – – –
Grove Street Fiduciary
5812
Grove Street Fiduciary
New Hampshire
$341K – – –
Lifetime Wealth Management
5813
Lifetime Wealth Management
Texas
$340K -$73.8K -294 -17%
McCarthy Asset Management
5814
McCarthy Asset Management
California
$340K +$358K +1,428 New
HC Advisors
5815
HC Advisors
Georgia
$340K +$2.01K +8 +0.6%
FLP Wealth Management
5816
FLP Wealth Management
Arkansas
$340K +$753 +3 +0.2%
Cassady Wealth & Retirement Planning
5817
Cassady Wealth & Retirement Planning
Nevada
$340K +$6.28K +25 +2%
Keystone Global Partners
5818
Keystone Global Partners
Colorado
$339K – – –
Stegent Equity Advisors
5819
Stegent Equity Advisors
Texas
$339K -$2.51K -10 -0.7%
Blue Water Asset Management
5820
Blue Water Asset Management
Michigan
$339K +$26.9K +107 +8%
Asset Allocation & Management Company
5821
Asset Allocation & Management Company
Illinois
$339K -$410K -1,633 -53%
Graver Capital Management
5822
Graver Capital Management
Ohio
$338K -$502 -2 -0.1%
Ceera Investments
5823
Ceera Investments
Texas
$335K -$171K -680 -33%
MB, Levis & Associates
5824
MB, Levis & Associates
Pennsylvania
$335K – – –
Three Bridge Wealth Advisors
5825
Three Bridge Wealth Advisors
California
$335K – – –