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Name Holding Trade Value Shares
Change
Change in
Stake
BW
2351
Biegel & Waller
Maryland
$500K -$11.2K -120 -2%
ICP
2352
Ironvine Capital Partners
Nebraska
$500K +$18.6K +200 +4%
MSDF
2353
Michael & Susan Dell Foundation
New York
$498K +$490K +5,260 New
RB
2354
Rodgers Brothers
Pennsylvania
$498K +$490K +5,260 New
PWA
2355
Peterson Wealth Advisors
Utah
$496K +$7.45K +80 +2%
DC
2356
Defender Capital
North Carolina
$493K
SAMC
2357
Spectrum Asset Management (California)
California
$492K -$9.31K -100 -2%
BWM
2358
BT Wealth Management
Georgia
$491K -$347K -3,720 -40%
RFM
2359
Royal Fund Management
Florida
$490K +$116K +1,240 +31%
CCA
2360
Clearwater Capital Advisors
Illinois
$489K -$7.45K -80 -2%
BFO
2361
Biltmore Family Office
North Carolina
$485K
FA
2362
Financial Advisors
Massachusetts
$483K
WIM
2363
Westside Investment Management
California
$482K +$2.58M +27,700 New
BWM
2364
BigSur Wealth Management
Florida
$481K -$93.2K -1,000 -17%
MPPLM
2365
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$481K +$11.2K +120 +2%
MCM
2366
Mainstay Capital Management
Michigan
$479K +$98.7K +1,060 +27%
NFG
2367
NewFocus Financial Group
Washington
$479K +$130K +1,400 +38%
SC
2368
Schoolcraft Capital
Colorado
$477K +$469K +5,040 New
OWIM
2369
Old West Investment Management
California
$473K
CFA
2370
Camarda Financial Advisors
Florida
$473K +$22.4K +240 +5%
MWPCG
2371
Measured Wealth Private Client Group
New Hampshire
$473K +$466K +5,000 New
NC
2372
Noked Capital
Israel
$473K +$466K +5,000 New
NI
2373
Noked Israel
Israel
$473K +$466K +5,000 New
PCM
2374
Poehling Capital Management
Wisconsin
$472K -$26.1K -280 -5%
EWF
2375
Epstein & White Financial
California
$466K -$3.73K -40 -0.8%