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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1826
Opal Wealth Advisors
New York
$234K -$22.6K -74 -9%
LMKC
1827
L.M. Kohn & Company
Ohio
$234K +$917 +3 +0.4%
FFM
1828
Flagstone Financial Management
Nebraska
$233K +$215K +704 New
KCPG
1829
Kavar Capital Partners Group
Kansas
$233K +$18.3K +60 +9%
CSA
1830
Cottage Street Advisors
Massachusetts
$233K +$19.2K +63 +10%
DDPIC
1831
Deroy & Devereaux Private Investment Counsel
Michigan
$232K – – –
PSP
1832
Principal Street Partners
Tennessee
$232K -$346K -1,131 -61%
FFA
1833
First Foundation Advisors
California
$232K -$156K -511 -42%
JCM
1834
Jacobsen Capital Management
Utah
$231K -$3.67K -12 -2%
MBTD
1835
Mechanics Bank - Trust Department
California
$231K – – –
SIS
1836
Sound Income Strategies
Florida
$231K +$82.2K +269 +63%
GIA
1837
GHP Investment Advisors
Colorado
$230K +$22.9K +75 +12%
LF
1838
Lee Financial
Texas
$229K -$29.9K -98 -12%
SBIA
1839
Sheaff Brock Investment Advisors
Indiana
$229K +$211K +692 New
WWM
1840
Waterway Wealth Management
Texas
$229K +$211K +692 New
IPW
1841
Inlet Private Wealth
Florida
$229K – – –
AG
1842
AlTi Global
New York
$229K -$230K -753 -52%
JHCP
1843
Jackson Hole Capital Partners
Oklahoma
$229K -$10.7K -35 -5%
OPA
1844
Old Port Advisors
Maine
$229K -$14.7K -48 -7%
HFS
1845
Heritage Financial Services
Massachusetts
$227K – – –
SC
1846
Steph & Co
Wisconsin
$227K +$21.1K +69 +11%
GWM
1847
Greenwich Wealth Management
Connecticut
$227K +$209K +685 New
AWM
1848
Aprio Wealth Management
Georgia
$226K -$6.11K -20 -3%
CCAL
1849
City Center Advisors LLC
Michigan
$226K +$208K +681 New
GB
1850
Goepper Burkhardt
South Carolina
$225K – – –