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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1951
RKL Wealth Management
Pennsylvania
$482K +$8.56K +81 +2%
KCP
1952
Kera Capital Partners
California
$481K +$21.9K +207 +4%
CVM
1953
Cheviot Value Management
California
$481K -$8.46K -80 -2%
FWMM
1954
Foundation Wealth Management (Missouri)
Missouri
$479K +$740 +7 +0.1%
MCM
1955
Morton Capital Management
California
$479K -$18.4K -174 -3%
RAM
1956
Riggs Asset Management
Pennsylvania
$479K -$11.1K -105 -2%
AFA
1957
American Financial Advisors
Georgia
$478K +$2.85K +27 +0.5%
MFT
1958
Moisand Fitzgerald Tamayo
Florida
$478K -$97.4K -922 -16%
FHC
1959
First Heartland Consultants
Missouri
$477K -$21K -199 -4%
HCM
1960
Howland Capital Management
Massachusetts
$477K -$6.55K -62 -1%
CA
1961
Cornerstone Advisory
Maryland
$477K -$109K -1,033 -17%
FWI
1962
Facet Wealth Inc
Maryland
$476K -$43.5K -412 -8%
VHAM
1963
Van Hulzen Asset Management
California
$476K -$2.98M -28,232 -85%
PWPS
1964
Pinnacle Wealth Planning Services
Ohio
$476K -$154K -1,459 -23%
TC
1965
Trilogy Capital
California
$475K +$142K +1,343 +37%
MC
1966
Miramontes Capital
California
$475K -$29.5K -279 -5%
DCM
1967
Donaldson Capital Management
Indiana
$474K -$184K -1,740 -26%
FWA
1968
Fidelis Wealth Advisors
Colorado
$474K -$65.7K -622 -11%
OL
1969
OneFund LLC
Florida
$474K -$39.1K -370 -7%
GWS
1970
Greykasell Wealth Strategies
California
$473K -$170K -1,607 -25%
HCM
1971
Hall Capital Management
Rhode Island
$472K +$27.1K +256 +6%
FB
1972
First Bancorp
Maine
$472K -$5.07K -48 -1%
RL
1973
Rogco LP
Oklahoma
$471K -$1.06K -10 -0.2%
RTC
1974
Real Talk Capital
Tennessee
$471K +$40.3K +381 +8%
OA
1975
Oasis Advisors
Iowa
$470K +$516K +4,879 New