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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
2276
Barry Investment Advisors
Massachusetts
$707K +$3.37K +21 +0.5%
MA
2277
MKT Advisors
California
$707K -$47.9K -299 -6%
LAIC
2278
Lederer & Associates Investment Counsel
California
$707K +$44.4K +277 +7%
APWM
2279
Atlas Private Wealth Management
New York
$707K +$9.94K +62 +1%
ICM
2280
IMS Capital Management
Oregon
$707K +$358K +2,235 +99%
LWM
2281
LJI Wealth Management
Indiana
$706K +$36.4K +227 +5%
AP
2282
Adero Partners
California
$704K -$5.61K -35 -0.8%
KWMG
2283
King Wealth Management Group
Florida
$703K +$229K +1,428 +47%
EIP
2284
Ellis Investment Partners
Pennsylvania
$702K -$10.6K -66 -1%
CHA
2285
Carmichael Hill & Associates
Maryland
$702K +$40.2K +251 +6%
KIA
2286
KLR Investment Advisors
Rhode Island
$700K +$15.1K +94 +2%
RMSCM
2287
R.M. Sincerbeaux Capital Management
New York
$700K
B
2288
Bridgeworth
Alabama
$699K -$56.3K -351 -7%
HFAS
2289
Hummer Financial Advisory Services
Illinois
$698K
ECM
2290
Exchange Capital Management
Michigan
$698K +$15.4K +96 +2%
JLBC
2291
J.L. Bainbridge & Co
Florida
$697K -$1.6K -10 -0.2%
CCA
2292
Cottonwood Capital Advisors
Utah
$697K -$14.4K -90 -2%
WPA
2293
Winning Points Advisors
Florida
$697K -$310K -1,935 -29%
MSCM
2294
McElhenny Sheffield Capital Management
Texas
$696K +$6.25K +39 +0.9%
KWM
2295
Kolinsky Wealth Management
New Jersey
$696K +$64.6K +403 +10%
CM
2296
Cercano Management
Washington
$693K
CWP
2297
Core Wealth Partners
California
$693K
SL
2298
Salomon & Ludwin
Virginia
$692K -$7.7K -48 -1%
CFO
2299
Callan Family Office
Pennsylvania
$691K -$404K -2,523 -36%
NBT
2300
Northwest Bank & Trust
Iowa
$690K +$703K +4,385 New