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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
3376
Poehling Capital Management
Wisconsin
$361K – – –
OCM
3377
Osterweis Capital Management
California
$360K – – –
BWS
3378
BFI Wealth Solutions
Texas
$360K +$320K +3,062 New
FF
3379
Friday Financial
Iowa
$360K -$2.4K -23 -0.7%
MJP
3380
Michael J. Puzo
$359K – – –
RHP
3381
Royal Harbor Partners
Texas
$359K +$941 +9 +0.3%
SIC
3382
Sterling Investment Counsel
New York
$359K +$627 +6 +0.2%
NWMG
3383
National Wealth Management Group
Ohio
$359K -$23.2K -222 -7%
LWM
3384
LJI Wealth Management
Indiana
$359K +$11.6K +111 +4%
GSAM
3385
Grant Street Asset Management
Pennsylvania
$358K – – –
KFGG
3386
Keystone Financial Group (Georgia)
Georgia
$358K +$1.36K +13 +0.4%
6F
3387
626 Financial
Michigan
$358K -$6.28K -60 -2%
PA
3388
Prairie Advisory
Kansas
$357K +$318K +3,042 New
NLA
3389
Northern Lights Advisors
Washington
$357K +$318K +3,040 New
CWM
3390
Castle Wealth Management
Florida
$357K +$7.74K +74 +2%
CA
3391
COFG Advisors
Illinois
$357K -$12.7K -121 -4%
1IA
3392
1620 Investment Advisors
Massachusetts
$357K – – –
BFG
3393
Broussard Financial Group
Louisiana
$356K +$317K +3,032 New
BSG
3394
Black Swift Group
Colorado
$356K +$317K +3,029 New
BPC
3395
Bearing Point Capital
Minnesota
$356K – – –
MG
3396
Marex Group
$355K +$316K +3,020 New
FA
3397
Fedenia Advisers
Wisconsin
$355K -$4.6K -44 -1%
CWM
3398
CCG Wealth Management
California
$355K +$21.6K +207 +7%
BFS
3399
Beacon Financial Strategies
North Carolina
$353K – – –
PHAM
3400
Palisades Hudson Asset Management
Florida
$353K +$1.15K +11 +0.4%