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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1751
Barry Investment Advisors
Massachusetts
$253K
GHA
1752
GW Henssler & Associates
Georgia
$252K -$41.5K -207 -14%
OAM
1753
Occidental Asset Management
California
$250K +$262K +1,305 New
HFS
1754
Howard Financial Services
Texas
$249K +$261K +1,302 New
KCIA
1755
Kingsbury Capital Investment Advisors
Illinois
$249K +$261K +1,302 New
LCS
1756
Levin Capital Strategies
New York
$248K -$221K -1,100 -46%
AWA
1757
Acorn Wealth Advisors
Michigan
$248K
BRM
1758
Boston Research & Management
Massachusetts
$248K
WKWM
1759
Walter & Keenan Wealth Management
Indiana
$248K +$10K +50 +4%
SFG
1760
SevenBridge Financial Group
Pennsylvania
$247K -$95.3K -475 -27%
FNBTCON
1761
First National Bank & Trust Co of Newtown
Pennsylvania
$247K -$5.02K -25 -2%
LCM
1762
LVM Capital Management
Michigan
$247K +$26.9K +134 +12%
GG
1763
Gleason Group
Kentucky
$247K +$40.1K +200 +18%
Bank Julius Baer & Co
1764
Bank Julius Baer & Co
Switzerland
$246K -$75.7K -377 -23%
COCM
1765
Charter Oak Capital Management
New Hampshire
$246K -$24.7K -123 -9%
HCMG
1766
Howard Capital Management Group
California
$246K -$22.7K -113 -8%
BEAM
1767
Baker Ellis Asset Management
Washington
$246K
DC
1768
DeDora Capital
California
$246K
DAL
1769
Delta Accumulation LLC
California
$245K
NFG
1770
Norris Financial Group
South Carolina
$245K +$257K +1,279 New
OGC
1771
Oak Grove Capital
New Hampshire
$244K -$1.75M -8,725 -87%
AL
1772
ADE LLC
Maryland
$244K
RFN
1773
Redwood Financial Network
Ohio
$244K +$256K +1,275 New
OFS
1774
OneAscent Financial Services
Alabama
$244K +$256K +1,277 New
WMA
1775
Wealth Management Associates
New Jersey
$244K -$15.1K -75 -6%