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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1301
Bar Harbor Wealth Management
New Hampshire
$10.2M -$279K -2,207 -2%
PIMJS
1302
PKO Investment Management Joint-Stock
Poland
$10.2M -$3.79M -30,000 -25%
CAM
1303
Columbia Asset Management
Michigan
$10.2M +$747K +5,908 +7%
WFA
1304
Wipfli Financial Advisors
Wisconsin
$10.1M +$11.3M +89,757 New
LC
1305
Lincoln Capital
Nebraska
$10.1M +$62.4K +494 +0.6%
WIM
1306
WealthPlan Investment Management
Nebraska
$10.1M +$14.5M +114,516 New
SB
1307
Strategic Blueprint
Georgia
$10.1M -$1.26M -9,957 -10%
LIA
1308
LS Investment Advisors
Michigan
$10.1M +$256K +2,025 +2%
CJL
1309
Cyrus J. Lawrence
New York
$10.1M -$94.5K -748 -0.8%
LW
1310
Linscomb Wealth
Texas
$10.1M +$387K +3,059 +4%
SS
1311
Simplicity Solutions
Minnesota
$10.1M +$925K +7,320 +9%
KJWM
1312
Kiley Juergens Wealth Management
Washington
$10.1M +$312K +2,467 +3%
FC
1313
Fulcrum Capital
Washington
$10.1M -$357K -2,821 -3%
GC
1314
Garde Capital
Washington
$10M +$1.7M +13,486 +18%
CFD
1315
Creative Financial Designs
Indiana
$10M +$2.48M +19,644 +28%
PJSIMP
1316
P.J. Schmidt Investment Management (PJS)
Wisconsin
$10M -$263K -2,081 -2%
JAMH
1317
Junson Asset Management (HK)
Hong Kong
$10M +$3.44M +27,220 +44%
BFM
1318
Boothbay Fund Management
New York
$10M +$7.8M +61,679 +229%
ERWM
1319
Elk River Wealth Management
Colorado
$9.99M +$718K +5,684 +7%
ACM
1320
Avalon Capital Management
California
$9.97M -$126K -1,000 -1%
BIAS
1321
Beacon Investment Advisory Services
New Jersey
$9.96M +$401K +3,169 +4%
CCM
1322
Consolidated Capital Management
California
$9.9M +$2.67M +21,131 +32%
BC
1323
Burney Company
Virginia
$9.88M -$883K -6,988 -7%
MRCM
1324
M&R Capital Management
New Jersey
$9.83M +$216K +1,710 +2%
AAS
1325
Annex Advisory Services
Wisconsin
$9.81M +$1.85M +14,642 +20%