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Name Holding Trade Value Shares
Change
Change in
Stake
SN
2576
Sittner & Nelson
Oregon
$387K +$123 +2 +0%
LPAM
2577
Lodestar Private Asset Management
California
$387K -$739 -12 -0.2%
MLA
2578
MB, Levis & Associates
Pennsylvania
$386K +$1.17K +19 +0.3%
ABTD
2579
Arvest Bank Trust Division
Oklahoma
$386K -$17.3M -281,393 -98%
LWM
2580
LeConte Wealth Management
Tennessee
$386K +$385K +6,260 New
ITIM
2581
Indiana Trust & Investment Management
Indiana
$386K – – –
TWM
2582
TriaGen Wealth Management
California
$386K -$10.7K -174 -3%
PPWM
2583
Paragon Private Wealth Management
Kentucky
$385K +$118K +1,920 +44%
MCM
2584
MV Capital Management
Maryland
$385K +$61.8K +1,004 +19%
MTC
2585
Matrix Trust Company
Colorado
$385K +$103K +1,676 +37%
LAM
2586
Lummis Asset Management
Texas
$385K +$411K +6,668 New
FC
2587
Financial Council
Maryland
$385K – – –
NIWA
2588
New Insight Wealth Advisors
California
$385K -$51.5K -837 -12%
JSL
2589
JT Stratford LLC
Georgia
$384K -$1.74M -28,253 -82%
GWP
2590
Gateway Wealth Partners
Wisconsin
$384K +$42.2K +685 +12%
AR
2591
Apeiron RIA
Texas
$384K -$42.6K -692 -10%
FPL
2592
Fortress Private Ledger
North Carolina
$384K +$129K +2,099 +51%
KPWG
2593
KFA Private Wealth Group
Virginia
$383K +$109K +1,776 +40%
JCM
2594
Jacobsen Capital Management
Utah
$383K +$47.7K +774 +14%
SCI
2595
Silver Coast Investments
United States
$382K -$152K -2,473 -29%
WCF
2596
West Coast Financial
California
$380K – – –
AWMG
2597
Alliance Wealth Management Group
New Jersey
$380K – – –
GDP
2598
Great Diamond Partners
Maine
$380K +$1.66K +27 +0.4%
MHC
2599
May Hill Capital
Massachusetts
$380K -$12.5K -203 -3%
SAF
2600
Smith Anglin Financial
Texas
$379K +$46.7K +758 +14%