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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1676
CFO Capital Management
Connecticut
$226K +$220K +211 New
BFG
1677
Beto Financial Group
Idaho
$225K +$163K +156 New
CVM
1678
Cheviot Value Management
California
$225K
CPG
1679
Cornerstone Planning Group
New Jersey
$225K +$11.5K +11 +7%
TGIA
1680
Torrey Growth & Income Advisors
California
$225K
NWM
1681
Nolet Wealth Management
Texas
$224K +$219K +210 New
CWP
1682
Cyndeo Wealth Partners
Florida
$224K -$4M -3,835 -95%
EHC
1683
Everett Harris & Co
California
$224K
GBT
1684
Grove Bank & Trust
Florida
$224K +$4.17K +4 +2%
AIA
1685
AssuredPartners Investment Advisors
Florida
$224K +$218K +209 New
EA
1686
Everpar Advisors
Oklahoma
$223K -$3.13K -3 -1%
TC
1687
TFR Capital
Texas
$223K
HWMO
1688
Heritage Wealth Management (Ohio)
Ohio
$221K -$2.09K -2 -1%
NCG
1689
Newport Capital Group
New Jersey
$221K +$216K +207 New
BCM
1690
Boltwood Capital Management
California
$219K +$214K +205 New
DAM
1691
Directional Asset Management
Illinois
$219K +$214K +205 New
CAL
1692
Capital Advisors Ltd
Ohio
$219K
RFS
1693
Richardson Financial Services
Massachusetts
$219K +$30.3K +29 +17%
OCM
1694
Osbon Capital Management
Massachusetts
$218K +$213K +204 New
LWM
1695
Liberty Wealth Management
California
$218K +$213K +204 New
MKA
1696
M. Kulyk & Associates
Georgia
$217K -$8.35K -8 -4%
PCMH
1697
Polymer Capital Management (HK)
Hong Kong
$217K +$212K +203 New
SFG
1698
Shum Financial Group
California
$217K +$212K +203 New
VARA
1699
Value Aligned Research Advisors
New Jersey
$217K +$212K +203 New
ACM
1700
Avos Capital Management
Washington
$216K -$52.2K -50 -20%