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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
2351
JFS Wealth Advisors
Pennsylvania
$154K -$7.67K -37 -4%
GA
2352
GoalVest Advisory
New York
$152K -$21.8K -105 -11%
OM
2353
OV Management
Minnesota
$150K -$631K -3,045 -79%
BFS
2354
Burkett Financial Services
South Carolina
$150K -$8.91K -43 -5%
BH
2355
Burk Holdings
Oklahoma
$146K -$829 -4 -0.5%
SN
2356
Sittner & Nelson
Oregon
$144K -$4.56K -22 -3%
FUBT
2357
First United Bank & Trust
Maryland
$141K -$576K -2,779 -79%
TFA
2358
Transamerica Financial Advisors
Florida
$140K +$35.4K +171 +29%
CCMW
2359
Cypress Capital Management (Wyoming)
Wyoming
$138K -$10.8K -52 -7%
SWA
2360
SOA Wealth Advisors
New York
$138K -$8.08K -39 -5%
OC
2361
Oakworth Capital
Alabama
$136K -$6.22K -30 -4%
WA
2362
Westfuller Advisors
New York
$136K -$35.4K -171 -19%
OCWP
2363
Owl Creek Wealth Partners
Colorado
$135K +$150K +725 New
DWP
2364
Destiny Wealth Partners
Florida
$135K -$62.2K -300 -29%
FRA
2365
Front Row Advisors
California
$134K
CAL
2366
Capital Advisors Ltd
Ohio
$134K -$45.6K -220 -23%
TWM
2367
Tripletail Wealth Management
Florida
$131K +$3.94K +19 +3%
MSWM
2368
Mowery & Schoenfeld Wealth Management
Illinois
$130K -$9.95K -48 -6%
GKIM
2369
GW&K Investment Management
Massachusetts
$129K -$28K -135 -16%
HWP
2370
Highline Wealth Partners
California
$126K +$9.53K +46 +7%
BCM
2371
Blume Capital Management
California
$126K
BAM
2372
Byrne Asset Management
New Jersey
$125K -$759K -3,663 -85%
IUHSA
2373
Itau Unibanco Holding S.A.
Brazil
$125K +$87.6K +423 +173%
CT
2374
Coastline Trust
Rhode Island
$122K -$154K -743 -53%
DCBT
2375
Dakota Community Bank & Trust
North Dakota
$122K -$7.25K -35 -5%