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Name Holding Trade Value Shares
Change
Change in
Stake
IFA
1926
Index Fund Advisors
California
$324K -$712 -2 -0.2%
CCMG
1927
Connecticut Capital Management Group
Connecticut
$324K +$712 +2 +0.2%
LW
1928
Linscomb Wealth
Texas
$324K -$583K -1,638 -64%
SIM
1929
SSI Investment Management
California
$323K
LWM
1930
Liberty Wealth Management
California
$323K +$39.5K +111 +14%
GAM
1931
Grandview Asset Management
Pennsylvania
$323K -$27.8K -78 -8%
FOA
1932
Five Oceans Advisors
California
$323K -$356 -1 -0.1%
SPWM
1933
Schrum Private Wealth Management
Florida
$323K
FMTC
1934
Farmers & Merchants Trust Company
California
$323K
CA
1935
Calton & Associates
Florida
$323K -$214K -601 -40%
BIG
1936
Brookwood Investment Group
Arizona
$322K -$183K -515 -36%
BDA
1937
Borer Denton & Associates
Pennsylvania
$322K -$1.78K -5 -0.6%
PAM
1938
Paradigm Asset Management
New York
$322K
AA
1939
ACT Advisors
North Carolina
$321K +$320K +898 New
BWS
1940
Broadway Wealth Solutions
Texas
$321K +$14.9K +42 +5%
LWM
1941
Lighthouse Wealth Management
Ohio
$320K
CWA
1942
Cascade Wealth Advisors
Washington
$320K
BIA
1943
Beacon Investment Advisors
Maryland
$320K +$4.27K +12 +1%
MBTD
1944
Mechanics Bank - Trust Department
California
$320K +$10.7K +30 +3%
CF
1945
Clarity Financial
Texas
$319K -$33.1K -93 -9%
MFP
1946
Meridian Financial Partners
Virginia
$317K
KFP
1947
KMG Fiduciary Partners
Ohio
$316K +$356 +1 +0.1%
FWM
1948
Forza Wealth Management
Florida
$315K -$32K -90 -9%
O3W
1949
Omni 360 Wealth
New Jersey
$315K
BFO
1950
Biltmore Family Office
North Carolina
$314K -$35.6K -100 -10%