Name Holding Trade Value Shares
Change
Change in
Stake
SF
2401
Seek First
California
$477K +$476K +7,724 New
BAM
2402
Broyhill Asset Management
North Carolina
$476K -$38.2K -620 -7%
JPG
2403
Jordan Park Group
California
$475K -$62 -1 -0%
TC
2404
Truvestments Capital
Florida
$475K +$60.5K +983 +15%
BAWM
2405
Bennett Associates Wealth Management
Pennsylvania
$474K -$83.1K -1,350 -15%
BWM
2406
BankPlus Wealth Management
Mississippi
$474K +$8.5K +138 +2%
FWSM
2407
First Wilshire Securities Management
California
$474K – – –
HCM
2408
Hollencrest Capital Management
California
$473K +$369 +6 +0.1%
NFTC
2409
North Forty Two & Co
Oregon
$471K -$42.4K -689 -8%
LCWP
2410
Legacy Capital Wealth Partners
Arkansas
$470K -$328K -5,322 -41%
FS
2411
Financial Symmetry
North Carolina
$469K +$53.7K +872 +13%
LJHT
2412
Laurie J. Hall Trustee
$469K -$30.8K -500 -6%
ACM
2413
Aljian Capital Management
Nevada
$469K -$25.2K -410 -5%
ATFA
2414
All Terrain Financial Advisors
Minnesota
$468K – – –
BC
2415
Barrett & Company
Rhode Island
$467K +$739 +12 +0.2%
SFA
2416
Souders Financial Advisors
Ohio
$466K +$31K +504 +7%
BW
2417
Blalock Williams
Alabama
$466K +$71.4K +1,159 +18%
PAS
2418
Professional Advisory Services
Florida
$465K – – –
TC
2419
TFR Capital
Texas
$464K +$242K +3,925 +109%
SI
2420
Seeds Investor
New York
$464K -$20.9K -339 -4%
BWM
2421
BigSur Wealth Management
Florida
$463K -$770K -12,500 -63%
AWA
2422
Amplius Wealth Advisors
Pennsylvania
$463K -$29.9K -485 -6%
CWM
2423
Circle Wealth Management
New Jersey
$462K +$45.5K +739 +11%
NAMP
2424
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$462K -$12.3K -200 -3%
RPCONE
2425
Retirement Planning Company of New England
Rhode Island
$461K +$1.42K +23 +0.3%