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Name Holding Trade Value Shares
Change
Change in
Stake
RLIM
2601
Red Lighthouse Investment Management
New York
$578K -$846 -6 -0.1%
EWP
2602
Elevation Wealth Partners
California
$576K +$4.79K +34 +0.9%
NWM
2603
Northcape Wealth Management
New York
$576K +$67.5K +479 +14%
BIA
2604
Barry Investment Advisors
Massachusetts
$576K +$4.37K +31 +0.8%
PAM
2605
PCG Asset Management
New Jersey
$575K -$3.95K -28 -0.7%
ONSWM
2606
Old North State Wealth Management
North Carolina
$575K +$31.9K +226 +6%
PP
2607
Pingora Partners
Wyoming
$573K – – –
BCFD
2608
Boit C.F. David
$573K – – –
OIA
2609
Optimum Investment Advisors
Illinois
$572K -$36.7K -260 -6%
BFG
2610
Berger Financial Group
Minnesota
$570K -$61.9K -439 -10%
FA
2611
Fountainhead AM
New Jersey
$570K -$14.2K -101 -2%
GSWA
2612
Good Steward Wealth Advisors
Tennessee
$567K -$261K -1,848 -32%
CCA
2613
Cadent Capital Advisors
Oklahoma
$567K +$2.26K +16 +0.4%
ARMT
2614
Amica Retiree Medical Trust
Rhode Island
$565K – – –
TAM
2615
Trillium Asset Management
Massachusetts
$565K – – –
AW
2616
Avion Wealth
Texas
$564K -$20.3K -144 -4%
CCA
2617
Coign Capital Advisors
Utah
$561K +$13.7K +97 +3%
KTM
2618
Keeler Thomas Management
Utah
$561K -$2.3M -16,285 -81%
RMSCM
2619
R.M. Sincerbeaux Capital Management
New York
$561K +$23.4K +166 +4%
BSSFA
2620
Baron Silver Stevens Financial Advisors
Florida
$560K +$66.8K +474 +14%
WSA
2621
Warm Springs Advisors
California
$560K – – –
TFGT
2622
TS Financial Group (TSFG)
Illinois
$559K -$11.4K -81 -2%
BWM
2623
BigSur Wealth Management
Florida
$558K – – –
DWP
2624
Destiny Wealth Partners
Florida
$556K +$79.4K +563 +17%
PFG
2625
Prosperity Financial Group
California
$556K -$2.26K -16 -0.4%