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Name Holding Trade Value Shares
Change
Change in
Stake
BSTWA
2701
Blake Schutter Theil Wealth Advisors
Ohio
$616K +$12.3K +81 +2%
FCM
2702
Fire Capital Management
California
$615K – – –
Potomac Fund Management
2703
Potomac Fund Management
Florida
$614K -$100K -657 -14%
PFG
2704
Prosperity Financial Group
California
$614K +$8.68K +57 +1%
KSB
2705
Kennebec Savings Bank
Maine
$611K +$27.7K +182 +5%
Capula Management
2706
Capula Management
Cayman Islands
$611K -$1.24M -8,140 -67%
HIC
2707
Hamrick Investment Counsel
Washington
$610K +$610K +4,005 New
PAS
2708
Professional Advisory Services
Florida
$610K -$15.2K -100 -2%
BWAM
2709
Blue Water Asset Management
Michigan
$609K +$609K +3,997 New
RCG
2710
Ridge Creek Global
Ohio
$609K +$608K +3,995 New
PMSA
2711
Patrick M. Sweeney & Associates
Illinois
$608K +$37.6K +247 +7%
BSSFA
2712
Baron Silver Stevens Financial Advisors
Florida
$607K -$69.3K -455 -10%
WSA
2713
Warm Springs Advisors
California
$607K -$24.1K -158 -4%
SCM
2714
SOL Capital Management
Maryland
$606K – – –
E
2715
Evansbrook
Illinois
$606K +$605K +3,975 New
GWM
2716
Gilpin Wealth Management
Colorado
$606K +$605K +3,974 New
FWTB
2717
First Western Trust Bank
Colorado
$604K -$19.6K -129 -3%
GG
2718
Greenwood Gearhart
Arkansas
$604K -$60.2K -395 -9%
OW
2719
Olistico Wealth
Oklahoma
$603K +$95.2K +625 +19%
GHA
2720
GW Henssler & Associates
Georgia
$603K -$58.2K -382 -9%
BWM
2721
BigSur Wealth Management
Florida
$602K – – –
Trillium Asset Management
2722
Trillium Asset Management
Massachusetts
$602K – – –
AWM
2723
Aberdeen Wealth Management
Illinois
$601K -$15.2K -100 -2%
COCM
2724
Charter Oak Capital Management
New Hampshire
$600K -$5.79K -38 -1%
SP
2725
Stonebrook Private
Michigan
$600K +$9.29K +61 +2%