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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1251
Segment Wealth Management
Texas
$251K -$4.52K -16 -2%
AFCM
1252
Applied Finance Capital Management
Puerto Rico
$250K -$89.3K -316 -26%
SB
1253
Strategic Blueprint
Georgia
$250K +$16.4K +58 +7%
LWMM
1254
Legacy Wealth Management (Mississippi)
Mississippi
$250K +$21.8K +77 +9%
JRPIM
1255
Journey Retirement Planning & Investment Management
Idaho
$249K +$35K +124 +16%
FLP
1256
Financial Life Planners
Arizona
$248K +$1.41K +5 +0.6%
GCIA
1257
Gabelli & Co Investment Advisers
New York
$248K
WCA
1258
Whetstone Capital Advisors
Kansas
$248K -$18.1K -64 -7%
FPCP
1259
Fort Point Capital Partners
California
$247K -$12.7K -45 -5%
ALAM
1260
Asahi Life Asset Management
Japan
$247K +$253K +895 New
VP
1261
Verum Partners
North Carolina
$245K +$7.06K +25 +3%
MF
1262
Montis Financial
Massachusetts
$245K +$251K +888 New
CH
1263
Cromwell Holdings
Wyoming
$244K
PTFIS
1264
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$243K +$128K +453 +105%
LIM
1265
Leavell Investment Management
Alabama
$243K -$29.1K -103 -10%
TCOT
1266
Trust Company of Toledo
Ohio
$243K +$11.6K +41 +5%
BTD
1267
BankPlus Trust Department
Mississippi
$243K -$12.1K -43 -5%
CCA
1268
Childress Capital Advisors
Texas
$242K -$5.93K -21 -2%
HT
1269
Headlands Technologies
Illinois
$242K -$490K -1,734 -66%
PPW
1270
Presilium Private Wealth
Pennsylvania
$242K +$283 +1 +0.1%
DIM
1271
Delta Investment Management
California
$242K -$634K -2,245 -72%
DI
1272
Disciplined Investors
Texas
$241K
WCP
1273
Wick Capital Partners
Pennsylvania
$241K -$72.6K -257 -23%
BA
1274
Bridgewater Advisors
New York
$241K +$3.67K +13 +1%
LWM
1275
Lyell Wealth Management
California
$241K -$27.1K -96 -10%