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Name Holding Trade Value Shares
Change
Change in
Stake
DIP
1926
DT Investment Partners
Pennsylvania
$249K -$15.8K -70 -6%
AA
1927
Alesco Advisors
New York
$249K – – –
EC
1928
EdgeRock Capital
Colorado
$249K +$2.25K +10 +0.9%
BFWA
1929
Benchmark Financial Wealth Advisors
Florida
$248K +$3.16K +14 +1%
VAG
1930
VisionPoint Advisory Group
Texas
$247K +$258K +1,146 New
SA
1931
Sicart Associates
New York
$246K – – –
IIA
1932
IPG Investment Advisors
California
$245K -$64.7K -287 -20%
HIS
1933
Horizon Investment Services
Indiana
$245K – – –
PWM
1934
Purus Wealth Management
California
$245K – – –
APW
1935
Austin Private Wealth
Texas
$245K -$5.41K -24 -2%
SHF
1936
Stage Harbor Financial
Massachusetts
$245K -$2.93K -13 -1%
EWS
1937
Evergreen Wealth Solutions
Pennsylvania
$245K +$1.58K +7 +0.6%
LCM
1938
Leisure Capital Management
California
$245K – – –
TBA
1939
Tower Bridge Advisors
Pennsylvania
$245K +$255K +1,133 New
ACM
1940
Advance Capital Management
Michigan
$244K +$1.35K +6 +0.5%
FA
1941
Fermata Advisors
California
$243K – – –
API
1942
Asset Planning Inc
California
$243K -$11.3K -50 -4%
MIM
1943
Marco Investment Management
Georgia
$242K -$20.7K -92 -8%
OP
1944
ORG Partners
Indiana
$242K +$35.6K +158 +16%
MIC
1945
Meridian Investment Counsel
California
$242K – – –
OMIC
1946
Old Mission Investment Co
Michigan
$242K +$253K +1,121 New
CCAM
1947
Cascades Capital Asset Management
North Carolina
$242K +$28.9K +128 +13%
NCM
1948
Novare Capital Management
North Carolina
$241K -$1.13K -5 -0.4%
SWM
1949
Stockman Wealth Management
Montana
$241K – – –
CCM
1950
Cloud Capital Management
Washington
$240K +$253K +1,121 New