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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1101
Laidlaw Wealth Management
New York
$299K -$360K -7,309 -56%
VIM
1102
Vista Investment Management
Pennsylvania
$299K -$30.9K -627 -10%
BBI
1103
Baxter Bros Inc
Connecticut
$299K -$25.9K -525 -9%
PI
1104
Parkside Investments
Illinois
$299K +$29.6K +600 +12%
BAM
1105
Brave Asset Management
New Jersey
$298K
V
1106
VeraBank
Texas
$298K
BI
1107
Ballast Inc
Kentucky
$297K -$17.1K -346 -6%
Eagle Capital Management (New York)
1108
Eagle Capital Management (New York)
New York
$297K
MCM
1109
Marathon Capital Management
Maryland
$297K
DSC
1110
Duncker Streett & Co
Missouri
$297K +$32K +650 +13%
OWA
1111
Outlook Wealth Advisors
Texas
$294K -$115K -2,340 -30%
ACA
1112
Ackerman Capital Advisors
Texas
$294K
MCM
1113
Maryland Capital Management
Maryland
$293K -$159K -3,230 -37%
PCS
1114
Personal CFO Solutions
New Jersey
$293K -$8.33K -169 -3%
CFO
1115
CVA Family Office
Colorado
$293K +$18K +366 +7%
IC
1116
Inscription Capital
Texas
$293K +$272K +5,525 New
ANRIA
1117
American National Registered Investment Advisor
Texas
$292K -$148 -3 -0.1%
MWM
1118
Mattern Wealth Management
Kansas
$292K
AIM
1119
Acropolis Investment Management
Missouri
$292K +$6.65K +135 +3%
WG
1120
Welch Group
Alabama
$292K +$271K +5,504 New
TSS
1121
Two Sigma Securities
New York
$291K -$328K -6,659 -55%
PIM
1122
Provident Investment Management
Michigan
$291K
HPC
1123
Hobart Private Capital
North Carolina
$290K -$5.08K -103 -2%
APW
1124
Acima Private Wealth
Virginia
$289K
CFS
1125
CRA Financial Services
New Jersey
$289K +$197 +4 +0.1%