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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2251
Birchcreek Wealth Management
Ohio
$630K +$28.7K +200 +5%
NJBEST
2252
New Jersey Better Educational Savings Trust
New Jersey
$629K – – –
GKWIM
2253
Gerber Kawasaki Wealth & Investment Management
California
$629K +$217K +1,516 +65%
RRA
2254
Round Rock Advisors
Connecticut
$629K +$296K +2,063 +115%
MCA
2255
Maryland Capital Advisors
Maryland
$628K – – –
WAM
2256
WNY Asset Management
New York
$627K -$23.4K -163 -4%
CS
2257
Capital Square
Tennessee
$627K +$3.44K +24 +0.6%
LPIC
2258
LeJeune Puetz Investment Counsel
Michigan
$626K -$32.1K -224 -6%
AWA
2259
Amplius Wealth Advisors
Pennsylvania
$626K -$22.2K -155 -4%
RPA
2260
Rock Point Advisors
Vermont
$626K -$12.3K -86 -2%
EWM
2261
Elite Wealth Management
Washington
$626K +$16.5K +115 +3%
RWA
2262
Rainsberger Wealth Advisors
Colorado
$626K +$44.9K +313 +9%
SAF
2263
Smith Anglin Financial
Texas
$624K -$87.2K -608 -14%
SLT
2264
St Louis Trust
Missouri
$623K – – –
EFG
2265
Everhart Financial Group
Ohio
$623K +$549K +3,827 New
TRIA
2266
Trail Ridge Investment Advisors
Colorado
$621K -$109K -763 -17%
AAP
2267
Arax Advisory Partners
Colorado
$621K +$2.29K +16 +0.4%
SIC
2268
Sterling Investment Counsel
New York
$621K +$125K +870 +30%
WMC
2269
Westwood Management Corporation
Illinois
$619K – – –
SMG
2270
Smart Money Group
Texas
$619K +$26.4K +184 +5%
SC
2271
Steph & Co
Wisconsin
$617K -$38.7K -270 -7%
NPA
2272
Nichols & Pratt Advisers
Massachusetts
$615K – – –
FC
2273
FCA Corp
Texas
$613K – – –
TA
2274
Trellis Advisors
Washington
$613K +$36K +251 +7%
EFM
2275
E Fund Management
China
$612K -$72.7K -507 -12%