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Name Holding Trade Value Shares
Change
Change in
Stake
CNWM
2126
Clay Northam Wealth Management
California
$206K +$200K +550 New
MIOT
2127
Massachusetts Institute of Technology
Massachusetts
$206K +$200K +550 New
CST
2128
Charles Schwab Trust
Nevada
$205K +$199K +547 New
MWM
2129
Marion Wealth Management
Pennsylvania
$205K +$199K +547 New
OWM
2130
Orca Wealth Management
Florida
$204K +$199K +546 New
BTWM
2131
Brass Tax Wealth Management
Ohio
$204K +$199K +546 New
OPA
2132
Old Port Advisors
Maine
$204K -$20K -55 -9%
TIA
2133
Tiemann Investment Advisors
California
$203K +$197K +543 New
VCM
2134
Vivaldi Capital Management
Illinois
$202K -$29.1K -80 -13%
SOW
2135
State of Wyoming
Wyoming
$202K +$44K +121 +29%
FFIC
2136
First Fiduciary Investment Counsel
Ohio
$202K +$196K +540 New
OBGC
2137
O'Brien Greene & Co
Pennsylvania
$202K +$196K +539 New
RCI
2138
RS Crum Inc
California
$202K +$196K +539 New
HP
2139
Haven Private
Florida
$201K -$127K -350 -39%
Loring Wolcott & Coolidge Fiduciary Advisors
2140
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$201K – – –
NAM
2141
NTV Asset Management
West Virginia
$201K +$195K +537 New
OC
2142
Oarsman Capital
Wisconsin
$201K +$195K +536 New
WSWA
2143
Warren Street Wealth Advisors
California
$201K +$195K +536 New
PWA
2144
Provenance Wealth Advisors
Florida
$196K – – –
WIM
2145
Westside Investment Management
California
$195K +$53.8K +148 +40%
PSB
2146
Piscataqua Savings Bank
New Hampshire
$193K – – –
CA
2147
Crewe Advisors
Utah
$189K +$184K +505 New
SIS
2148
Sound Income Strategies
Florida
$187K -$5.46K -15 -3%
TC
2149
Truvestments Capital
Florida
$185K +$12.4K +34 +7%
CT
2150
Clearstead Trust
Maine
$182K – – –