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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2751
Sentinel Wealth Management
Virginia
$353K
MIM
2752
Morningstar Investment Management
Illinois
$353K -$1.18M -17,250 -77%
WIA
2753
Wetzel Investment Advisors
Indiana
$353K -$21.1K -309 -6%
SVCP
2754
Silicon Valley Capital Partners
California
$353K +$10.1K +148 +3%
SPWM
2755
Straight Path Wealth Management
Michigan
$352K +$982K +14,404 +257%
GWI
2756
Grace & White Inc
New York
$352K
FSCM
2757
Front Street Capital Management
Montana
$351K +$352K +5,165 New
JAG
2758
Journey Advisory Group
Kentucky
$350K +$11.6K +170 +3%
RBC
2759
Roble Belko & Company
Pennsylvania
$350K -$24.5K -359 -7%
FA
2760
Fiducient Advisors
Illinois
$349K +$10.6K +155 +3%
WMP
2761
Wealth Management Partners
Arizona
$349K
SRWM
2762
Shira Ridge Wealth Management
California
$349K +$2.93K +43 +0.8%
KWMG
2763
King Wealth Management Group
Florida
$349K +$68 +1 +0%
DIP
2764
Davis Investment Partners
North Carolina
$348K +$136 +2 +0%
BCMLT
2765
Beacon Capital Management LLC (Tennessee)
Tennessee
$347K +$147K +2,159 +74%
KWM
2766
Kaydan Wealth Management
Michigan
$347K
IA
2767
Insight Advisors
Pennsylvania
$347K -$8.04K -118 -2%
CCA
2768
Cora Capital Advisors
New Jersey
$346K +$55.5K +814 +19%
Loomis, Sayles & Company
2769
Loomis, Sayles & Company
Massachusetts
$346K -$69.3K -1,016 -17%
WCM
2770
Warburton Capital Management
Oklahoma
$345K +$1.91K +28 +0.6%
RTC
2771
Riverview Trust Company
Washington
$345K
CAM
2772
Concorde Asset Management
Michigan
$344K +$343K +5,033 New
NIWA
2773
New Insight Wealth Advisors
California
$344K -$22.4K -329 -6%
I
2774
IMPACTfolio
Colorado
$342K
HIP
2775
Harrell Investment Partners
Texas
$342K +$6.88K +101 +2%