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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1626
Trellis Advisors
Washington
$309K -$58K -260 -16%
AWM
1627
Altus Wealth Management
Kentucky
$309K -$22.5K -101 -7%
WIM
1628
Westside Investment Management
California
$309K +$264K +1,185 +18%
GHAM
1629
Gilman Hill Asset Management
Connecticut
$308K -$5.58K -25 -2%
Coatue Management
1630
Coatue Management
New York
$308K
IFO
1631
Independent Family Office
New York
$308K
QTM
1632
qPULA Trading Management
New York
$307K -$402K -1,802 -56%
WIA
1633
World Investment Advisors
California
$307K -$45.3K -203 -13%
HCMG
1634
Howard Capital Management Group
California
$307K
PFM
1635
Peak Financial Management
Massachusetts
$306K -$22.5K -101 -7%
FMW
1636
Farr Miller & Washington
District of Columbia
$306K
CIS
1637
Capital International Sarl
California
$303K -$9.59K -43 -3%
V
1638
VeraBank
Texas
$303K +$39.9K +179 +15%
CGH
1639
CMG Global Holdings
Texas
$302K -$1.56K -7 -0.5%
MPW
1640
MA Private Wealth
California
$302K
TFA
1641
Teamwork Financial Advisors
Texas
$302K +$47.9K +215 +19%
STAS
1642
Strong Tower Advisory Services
Minnesota
$302K +$303K +1,360 New
GIA
1643
GHP Investment Advisors
Colorado
$300K -$27.9K -125 -8%
AT
1644
Arden Trust
Delaware
$300K -$1.78K -8 -0.6%
MHR
1645
Matthew Hamilton Rosenberg
$300K +$37.9K +170 +14%
LIA
1646
LBMC Investment Advisors
Tennessee
$299K
PWM
1647
PBMares Wealth Management
Virginia
$299K
SDAM
1648
Shulman DeMeo Asset Management
New York
$299K +$304K +1,361 New
CFFP
1649
Center for Financial Planning
Michigan
$298K -$25.4K -114 -8%
UTC
1650
Unified Trust Company
Kentucky
$298K