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Name Holding Trade Value Shares
Change
Change in
Stake
OW
2651
Olistico Wealth
Oklahoma
$763K – – –
VDBMI
2652
Van Den Berg Management I
Texas
$761K -$97.3K -523 -10%
BTWM
2653
Baker Tilly Wealth Management
Wisconsin
$761K -$13K -70 -2%
ONSWM
2654
Old North State Wealth Management
North Carolina
$760K -$107K -577 -11%
SP
2655
Stonebrook Private
Michigan
$760K +$111K +596 +15%
TC
2656
TFR Capital
Texas
$760K +$19.7K +106 +2%
SSC
2657
Syverson Strege & Co
Iowa
$759K -$30.5K -164 -3%
AI
2658
Atom Investors
Texas
$759K -$5.76M -30,940 -87%
SAMT
2659
Select Asset Management & Trust
Pennsylvania
$758K -$8.75K -47 -1%
FWP
2660
Falcon Wealth Planning
California
$758K -$107K -575 -11%
NAMNJ
2661
NorthStar Asset Management (New Jersey)
New Jersey
$757K +$49.1K +264 +6%
FM
2662
Family Management
New York
$757K +$124K +668 +17%
WI
2663
WrapManager Inc
California
$756K -$16.4K -88 -2%
C1AG
2664
Client 1st Advisory Group
Florida
$753K +$57.5K +309 +7%
KA
2665
Kozak & Associates
Colorado
$753K +$8.56K +46 +1%
AFS
2666
Access Financial Services
Minnesota
$753K -$8.38K -45 -1%
CWA
2667
Crusonia Wealth Advisors
Colorado
$750K +$83.8K +450 +11%
PWP
2668
Parkwoods Wealth Partners
New York
$749K +$414K +2,223 +97%
TTIC
2669
Tower Trust & Investment Company
Iowa
$749K -$5.58K -30 -0.7%
AWM
2670
Athena Wealth Management
Nevada
$749K -$83.9K -451 -9%
KLCM
2671
KG&L Capital Management
Louisiana
$749K -$209K -1,125 -20%
RWA
2672
Roberts Wealth Advisors
California
$749K -$251K -1,350 -23%
SCM
2673
Sterneck Capital Management
Missouri
$748K -$32.4K -174 -4%
EIP
2674
Ellis Investment Partners
Pennsylvania
$746K +$6.51K +35 +0.8%
EC
2675
EdgeRock Capital
Colorado
$745K +$53.2K +286 +7%