Name Holding Trade Value Shares
Change
Change in
Stake
VCM
2676
Vision Capital Management
Oregon
$488K +$742 +10 +0.2%
MWM
2677
Mittelman Wealth Management
Massachusetts
$488K +$226K +3,047 +93%
MCM
2678
MV Capital Management
Maryland
$487K +$1.26K +17 +0.3%
AWA
2679
American Wealth Advisors
Georgia
$487K +$148 +2 +0%
BFA
2680
Brown Financial Advisors
Ohio
$487K +$469K +6,318 New
TWM
2681
Thryve Wealth Management
Texas
$486K +$468K +6,303 New
IAG
2682
Investment Advisory Group
Massachusetts
$485K +$1.34K +18 +0.3%
LFA
2683
Laraway Financial Advisors
Minnesota
$485K -$16.3K -220 -3%
DAC
2684
Dividend Assets Capital
South Carolina
$483K -$49.9K -673 -10%
CIC
2685
Cutler Investment Counsel
Oregon
$483K +$11K +148 +2%
CCMG
2686
Connecticut Capital Management Group
Connecticut
$483K +$465K +6,273 New
OFW
2687
Omnia Family Wealth
Florida
$483K – – –
ITIM
2688
Indiana Trust & Investment Management
Indiana
$483K +$965 +13 +0.2%
PAW
2689
Plan A Wealth
Nebraska
$482K +$16.6K +224 +4%
SFB
2690
STAR Financial Bank
Indiana
$482K -$29.6K -399 -6%
FG
2691
Foster Group
Iowa
$481K +$16.1K +217 +4%
FC
2692
Financial Council
Maryland
$480K -$6.53K -88 -1%
BFF
2693
Byrne Financial Freedom
Massachusetts
$479K +$69.5K +936 +18%
FFG
2694
Frisch Financial Group
New York
$478K -$224K -3,022 -33%
TCM
2695
Traynor Capital Management
Pennsylvania
$477K -$15.1K -203 -3%
MHR
2696
Matthew Hamilton Rosenberg
$477K +$8.01K +108 +2%
SFG
2697
SageGuard Financial Group
Tennessee
$477K +$459K +6,192 New
SCI
2698
Silver Coast Investments
United States
$477K +$3.12K +42 +0.7%
MAM
2699
MMA Asset Management
Pennsylvania
$475K +$10.3K +139 +2%
BBPWM
2700
Blue Bell Private Wealth Management
Pennsylvania
$475K +$74 +1 +0%