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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1801
Capital Performance Advisors
California
$253K +$67.3K +216 +30%
MBTD
1802
Mechanics Bank - Trust Department
California
$253K +$37.1K +119 +15%
DDPIC
1803
Deroy & Devereaux Private Investment Counsel
Michigan
$253K
NG
1804
Norden Group
Utah
$253K -$15.3K -49 -5%
CWM
1805
Cahaba Wealth Management
Georgia
$252K +$6.23K +20 +2%
HKAM
1806
Horizon Kinetics Asset Management
New York
$251K -$15.6K -50 -5%
OCG
1807
Opus Capital Group
Ohio
$251K -$92.8K -298 -24%
OPOWM
1808
One Plus One Wealth Management
Florida
$250K -$31.1K -100 -10%
FDDB
1809
Fidelity D&D Bancorp
Pennsylvania
$250K
WIM
1810
WealthPlan Investment Management
Nebraska
$249K +$31.1K +100 +12%
RCP
1811
Rothschild Capital Partners
New York
$249K +$50.1K +161 +21%
FOA
1812
Five Oceans Advisors
California
$248K -$311 -1 -0.1%
BDA
1813
Borer Denton & Associates
Pennsylvania
$246K
AIM
1814
Athena Investment Management
California
$246K -$24.3K -78 -8%
CCM
1815
Chiron Capital Management
Florida
$245K -$37.7K -121 -12%
TWM
1816
Thrive Wealth Management
Pennsylvania
$245K +$47K +151 +20%
CM
1817
Castleark Management
Illinois
$245K
O3W
1818
Omni 360 Wealth
New Jersey
$244K -$1.87K -6 -0.7%
LWM
1819
Lighthouse Wealth Management
Ohio
$244K
ML
1820
McAdam LLC
Pennsylvania
$242K +$2.8K +9 +1%
CIAM
1821
Caitong International Asset Management
Hong Kong
$242K +$71.9K +231 +35%
FSCM
1822
Front Street Capital Management
Montana
$242K
CWM
1823
Calamos Wealth Management
Illinois
$241K +$276K +886 New
SIA
1824
SeaBridge Investment Advisors
New Jersey
$241K
AIM
1825
Acropolis Investment Management
Missouri
$240K +$1.25K +4 +0.5%