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Name Holding Trade Value Shares
Change
Change in
Stake
WC
2926
Weil Company
California
$357K +$18.8K +118 +5%
BC
2927
Bowman & Company
Wisconsin
$357K
IWP
2928
IAG Wealth Partners
Wisconsin
$356K +$73.2K +459 +25%
SWG
2929
Summit Wealth Group
Vermont
$356K +$363K +2,277 New
FA
2930
Financial Advisors
Massachusetts
$356K +$6.06K +38 +2%
MIM
2931
Meixler Investment Management
Arizona
$354K -$12.1K -76 -3%
EFP
2932
Elser Financial Planning
Indiana
$354K +$360K +2,260 New
FFG
2933
Frisch Financial Group
New York
$353K -$96.2K -603 -21%
IAP
2934
Indie Asset Partners
Indiana
$353K -$1.28K -8 -0.4%
IW
2935
Instrumental Wealth
Florida
$353K +$12.1K +76 +4%
NWM
2936
Northcape Wealth Management
New York
$352K +$6.06K +38 +2%
Loomis, Sayles & Company
2937
Loomis, Sayles & Company
Massachusetts
$352K -$24.4K -153 -6%
MC
2938
Mathes Company
New York
$352K +$359K +2,250 New
KBFS
2939
Kohmann Bosshard Financial Services
Ohio
$352K -$52.5K -329 -13%
LAS
2940
LWM Advisory Services
Florida
$351K -$40.7K -255 -10%
OWA
2941
Opal Wealth Advisors
New York
$349K -$106K -664 -23%
CA
2942
Crane Advisory
California
$348K -$22.5K -141 -6%
LGG
2943
Luts & Greenleigh Group
Maryland
$348K +$354K +2,222 New
KCIC
2944
Kuhn & Co Investment Counsel
Illinois
$348K -$106K -663 -23%
WBG
2945
Wharton Business Group
Pennsylvania
$347K
BWM
2946
Blossom Wealth Management
California
$347K +$3.99K +25 +1%
TNAM
2947
Terra Nova Asset Management
New York
$346K +$797 +5 +0.2%
LAM
2948
Lewis Asset Management
California
$345K +$8.61K +54 +3%
YWM
2949
Yoder Wealth Management
California
$345K +$478 +3 +0.1%
MIA
2950
MeadowBrook Investment Advisors
Michigan
$345K +$281K +1,765 +399%