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Name Holding Trade Value Shares
Change
Change in
Stake
6F
2951
626 Financial
Michigan
$206K +$51 +1 +0%
T
2952
TNF
Montana
$205K -$715 -14 -0.4%
IWS
2953
Insight Wealth Strategies
California
$205K +$207K +4,058 New
TCOO
2954
Trust Company of Oklahoma
Oklahoma
$205K
T
2955
TCWP
Ohio
$204K -$2.14M -41,827 -91%
SWM
2956
Seaside Wealth Management
California
$204K
SIC
2957
SJS Investment Consulting
Ohio
$204K -$14.3K -279 -6%
HAS
2958
Holland Advisory Services
Florida
$203K +$205K +4,018 New
DC
2959
Defender Capital
North Carolina
$203K
SIA
2960
SeaBridge Investment Advisors
New Jersey
$202K
CCA
2961
Criterion Capital Advisors
Tennessee
$202K +$204K +4,002 New
KA
2962
Kearns & Associates
California
$202K
OWM
2963
OneAscent Wealth Management
Alabama
$202K +$14.5K +283 +8%
SFA
2964
Source Financial Advisors
New York
$202K -$10.1K -197 -5%
CGFA
2965
Colton Groome Financial Advisors
North Carolina
$202K -$70.3K -1,376 -26%
WCM Investment Management
2966
WCM Investment Management
California
$202K +$204K +3,995 New
I
2967
INVST
Indiana
$201K +$206K +4,030 New
BWP
2968
Baldwin Wealth Partners
Massachusetts
$201K -$2.4K -47 -1%
BPCE
2969
Bank Pictet & Cie (Europe)
Germany
$201K +$203K +3,975 New
GWM
2970
Gray Wealth Management
Maine
$201K -$6.74K -132 -3%
HP
2971
HT Partners
Connecticut
$200K
LW
2972
Libra Wealth
California
$200K
RA
2973
Riverstone Advisors
Texas
$200K +$203K +3,966 New
MCAI
2974
Members Capital Advisors Inc
Wisconsin
$198K
RIM
2975
Rockbridge Investment Management
New York
$193K +$195K +3,818 New