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Name Holding Trade Value Shares
Change
Change in
Stake
XWM
2451
Xcel Wealth Management
Florida
$379K +$14.5K +297 +4%
PGWM
2452
Parisi Gray Wealth Management
New Jersey
$378K -$871K -17,834 -71%
FWTB
2453
First Western Trust Bank
Colorado
$377K +$3.47K +71 +1%
GAM
2454
GEM Asset Management
Michigan
$377K +$1.03K +21 +0.3%
IPW
2455
Invictus Private Wealth
Colorado
$377K +$4.88K +100 +1%
CCM
2456
Carlson Capital Management
Minnesota
$376K +$2.98K +61 +0.9%
PBO
2457
Peoples Bank (Ohio)
Ohio
$375K -$2K -41 -0.6%
PP
2458
Pegasus Partners
Wisconsin
$375K -$9.62K -197 -3%
CCA
2459
Clearwater Capital Advisors
Illinois
$374K -$36.1K -740 -9%
JGIA
2460
Jackson Grant Investment Advisers
Connecticut
$373K +$5.08K +104 +1%
APW
2461
Acima Private Wealth
Virginia
$373K +$5.03K +103 +1%
BWP
2462
Balboa Wealth Partners
Arizona
$372K -$57K -1,168 -14%
SDWIA
2463
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$371K -$12.8K -262 -4%
NCM
2464
NCM Capital Management
New Jersey
$371K -$37.9K -776 -10%
OFG
2465
Oxford Financial Group
Indiana
$369K +$33.9K +695 +11%
PMFA
2466
Plante Moran Financial Advisors
Michigan
$369K -$4.83K -99 -1%
TFO
2467
Tarbox Family Office
California
$368K -$293 -6 -0.1%
LFA
2468
LGT Financial Advisors
Texas
$367K +$342K +7,013 New
AGC
2469
Aspen Grove Capital
Colorado
$366K +$1.71K +35 +0.5%
CL
2470
CSS LLC
Illinois
$366K -$122K -2,500 -26%
SFG
2471
Sather Financial Group
Texas
$366K -$98 -2 -0%
WDL
2472
Well Done LLC
Michigan
$365K +$15.7K +321 +5%
MF
2473
Manchester Financial
California
$365K -$9.72K -199 -3%
JCM
2474
Jacobsen Capital Management
Utah
$364K +$340K +6,954 New
WPC
2475
Waters Parkerson & Co
Louisiana
$363K