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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1526
Aureus Asset Management
Massachusetts
$293K – – –
WC
1527
Waterloo Capital
Texas
$293K +$103K +579 +56%
OMIC
1528
Old Mission Investment Co
Michigan
$292K – – –
AWM
1529
Accel Wealth Management
Iowa
$292K -$11.1K -62 -4%
NEWAS
1530
N.E.W. Advisory Services
Wisconsin
$292K -$86.4K -485 -23%
JC
1531
JB Capital
Connecticut
$292K +$6.59K +37 +2%
NCM
1532
Novare Capital Management
North Carolina
$291K -$8.91K -50 -3%
AI
1533
Accredited Investors
Minnesota
$290K -$131K -737 -32%
FFO
1534
Fortitude Family Office
Arizona
$289K – – –
PCM
1535
Presidio Capital Management
California
$289K -$49.6K -278 -15%
MWA
1536
Midland Wealth Advisors
Illinois
$289K +$283K +1,588 New
GCA
1537
Gradient Capital Advisors
California
$289K -$27.1K -152 -9%
MIM
1538
Marco Investment Management
Georgia
$288K -$62.7K -352 -18%
OPTFSNA
1539
Old Point Trust & Financial Services N A
Virginia
$288K -$69.5K -390 -20%
NG
1540
Norden Group
Utah
$288K +$282K +1,581 New
GLLW
1541
Graves Light Lenhart Wealth
Virginia
$287K – – –
BFS
1542
Bradley Foster & Sargent
Connecticut
$286K -$637K -3,575 -69%
ISWM
1543
Independent Solutions Wealth Management
New York
$286K -$199K -1,115 -42%
WIA
1544
World Investment Advisors
California
$285K +$279K +1,567 New
PTC
1545
Philadelphia Trust Company
Pennsylvania
$285K – – –
PMG
1546
ProVise Management Group
Florida
$285K – – –
BFA
1547
Beaumont Financial Advisors
Massachusetts
$283K -$6.42K -36 -2%
CMA
1548
Cedar Mountain Advisors
Oregon
$282K +$45.1K +253 +20%
MIC
1549
Meridian Investment Counsel
California
$282K – – –
OPWM
1550
Oxinas Partners Wealth Management
Indiana
$281K – – –