Name Holding Trade Value Shares
Change
Change in
Stake
RCS
1951
Retirement Capital Strategies
California
$972K – – –
TIM
1952
Tevis Investment Management
Texas
$971K – – –
OL
1953
Optas LLC
Texas
$970K +$46.1K +677 +5%
WWC
1954
Waypoint Wealth Counsel
Georgia
$969K +$6.75K +99 +0.7%
ICA
1955
Infrastructure Capital Advisors
New York
$968K -$456K -6,688 -34%
HPBT
1956
Hickory Point Bank & Trust
Illinois
$968K – – –
ACM
1957
Allred Capital Management
Texas
$967K +$1.36K +20 +0.1%
AWS
1958
Aspen Wealth Strategies
Colorado
$966K +$34.9K +512 +4%
CAM
1959
Campion Asset Management
Virginia
$966K -$9.34K -137 -1%
AC
1960
Apella Capital
Connecticut
$965K +$25.2K +369 +3%
AWM
1961
Aberdeen Wealth Management
Illinois
$965K +$136 +2 +0%
UAML
1962
US Asset Management LLC
Pennsylvania
$963K -$4.23K -62 -0.4%
LWAM
1963
Legacy Wealth Asset Management
Minnesota
$959K -$1.56M -22,845 -62%
BMC
1964
Beaton Management Company
Massachusetts
$958K – – –
FFL
1965
Future Fund LLC
Illinois
$958K -$295K -4,333 -24%
MFS
1966
Monetta Financial Services
Illinois
$958K – – –
SWP
1967
Strategic Wealth Partners
Ohio
$958K -$215K -3,156 -18%
DO
1968
denkapparat Operations
Germany
$957K +$178K +2,604 +23%
DTC
1969
Davidson Trust Company
Washington
$956K -$29.2K -429 -3%
IBOK
1970
Independence Bank of Kentucky
Kentucky
$956K -$5.11K -75 -0.5%
SI
1971
Severin Investments
Missouri
$956K +$510K +7,488 +116%
EPW
1972
Endeavor Private Wealth
Kansas
$955K +$113K +1,651 +13%
I2I
1973
Insight 2811 Inc
Illinois
$955K +$1.91K +28 +0.2%
BAM
1974
BOS Asset Management
Illinois
$954K +$86.7K +1,272 +10%
VPI
1975
Value Partners Investments
Manitoba, Canada
$951K +$139K +2,040 +17%