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Name Holding Trade Value Shares
Change
Change in
Stake
BSHC
3026
Breed's Hill Capital
Massachusetts
$226K -$2.03K -33 -0.9%
MCM
3027
Marathon Capital Management
Maryland
$226K – – –
TPWA
3028
Twin Peaks Wealth Advisors
California
$226K +$243K +3,945 New
SIC
3029
SJS Investment Consulting
Ohio
$225K -$61.5K -999 -21%
WAM
3030
WNY Asset Management
New York
$225K +$15.4K +250 +7%
DMC
3031
Drexel Morgan & Co
Pennsylvania
$225K – – –
AHL
3032
Abel Hall LLC
Louisiana
$225K -$8.06K -131 -3%
HIM
3033
Hanlon Investment Management
New Jersey
$225K -$44.6K -724 -17%
FNBOMD
3034
First National Bank of Mount Dora
Florida
$225K -$33.9K -550 -13%
LAM
3035
Lifestyle Asset Management
Texas
$225K -$24.1K -392 -10%
CCAL
3036
City Center Advisors LLC
Michigan
$224K +$224K +3,635 New
HWM
3037
Horizon Wealth Management
Illinois
$223K +$6.96K +113 +3%
PHWM
3038
Pine Harbor Wealth Management
Maryland
$223K +$308 +5 +0.1%
JLBC
3039
J.L. Bainbridge & Co
Florida
$223K +$123 +2 +0.1%
AIM
3040
Avity Investment Management
Connecticut
$223K – – –
RS
3041
R Squared
Hong Kong
$222K +$221K +3,591 New
PTC
3042
Petrus Trust Company
Texas
$221K +$221K +3,585 New
RIM
3043
Rockbridge Investment Management
New York
$221K +$1.29K +21 +0.6%
JF
3044
JSF Financial
California
$221K -$44.8K -728 -17%
RWA
3045
Redhawk Wealth Advisors
Minnesota
$220K +$2.15K +35 +1%
WSWA
3046
Warren Street Wealth Advisors
California
$220K +$220K +3,569 New
MCM
3047
Mendel Capital Management
Arkansas
$220K +$1.11K +18 +0.5%
YWM
3048
Yoder Wealth Management
California
$220K -$2.22K -36 -1%
CRI
3049
Colonial River Investments
Virginia
$219K -$206K -3,348 -49%
PA
3050
PSI Advisors
Florida
$218K -$82.7K -1,344 -28%