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Name Holding Trade Value Shares
Change
Change in
Stake
GA
1751
Goldstein Advisors
Wisconsin
$557K +$127K +316 +32%
FWP
1752
Firethorn Wealth Partners
Georgia
$554K -$403 -1 -0.1%
MCM
1753
McRae Capital Management
New Jersey
$554K – – –
TCM
1754
TruNorth Capital Management
Michigan
$554K – – –
SMBT
1755
Southern Michigan Bank & Trust
Michigan
$553K -$208K -515 -28%
OCM
1756
One Capital Management
California
$552K – – –
KBFS
1757
Kohmann Bosshard Financial Services
Ohio
$552K +$1.61K +4 +0.3%
BCM
1758
Boltwood Capital Management
California
$551K +$13.3K +33 +3%
AFS
1759
Anderson Financial Strategies
Ohio
$550K – – –
OHWP
1760
Oak Harbor Wealth Partners
North Carolina
$550K -$1.24M -3,073 -70%
NGA
1761
Naples Global Advisors
Florida
$549K +$30.6K +76 +6%
TM
1762
TigerOak Management
New Mexico
$548K -$1.21K -3 -0.2%
TIA
1763
TCFG Investment Advisors
California
$546K – – –
CH
1764
Cromwell Holdings
Wyoming
$546K +$21.4K +53 +4%
FAN
1765
Financial Advisors Network
California
$545K -$403 -1 -0.1%
MBTD
1766
Mechanics Bank - Trust Department
California
$544K +$154K +382 +43%
LA
1767
Lifeworks Advisors
Michigan
$543K -$1.18M -2,936 -70%
BFC
1768
Blue Fin Capital
Rhode Island
$543K +$111K +275 +28%
9C
1769
9823 Capital
Texas
$543K +$514K +1,274 New
EIP
1770
Ellis Investment Partners
Pennsylvania
$542K +$1.21K +3 +0.2%
PFW
1771
Petros Family Wealth
Minnesota
$542K +$16.1K +40 +3%
FAG
1772
Fortitude Advisory Group
Washington
$541K -$14.9K -37 -3%
PK
1773
Pflug Koory
Nebraska
$541K – – –
CMI
1774
Clare Market Investments
Texas
$541K +$512K +1,270 New
UW
1775
Unique Wealth
Florida
$540K -$232K -576 -31%