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Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
2151
Hunter Associates Investment Management
Pennsylvania
$291K -$2.82K -7 -1%
OBWA
2152
Oak Barrel Wealth Advisory
Virginia
$291K +$275K +683 New
5NPW
2153
55 North Private Wealth
Florida
$291K +$28.2K +70 +11%
GAG
2154
Goodman Advisory Group
Massachusetts
$291K -$190K -472 -41%
CVA
2155
Central Valley Advisors
California
$290K -$13.7K -34 -5%
SWM
2156
Stronghold Wealth Management
Florida
$289K -$8.47K -21 -3%
PCA
2157
Peddock Capital Advisors
Massachusetts
$289K – – –
LAM
2158
Lewis Asset Management
California
$288K +$273K +676 New
ALA
2159
Atlas Legacy Advisors
California
$287K +$291K +722 New
WWMSC
2160
Wagner Wealth Management (South Carolina)
South Carolina
$286K +$4.44K +11 +2%
NWA
2161
New World Advisors
Massachusetts
$286K +$2.82K +7 +1%
FI
2162
Finivi Inc
Massachusetts
$286K -$28.2K -70 -9%
CCG
2163
Chatham Capital Group
Georgia
$285K – – –
ACS
2164
Archford Capital Strategies
Illinois
$285K +$21.8K +54 +9%
FCG
2165
Fielder Capital Group
Tennessee
$285K -$21.8K -54 -7%
BHBT
2166
Burke & Herbert Bank & Trust
Virginia
$284K – – –
GWM
2167
Grand Wealth Management
Michigan
$284K +$2.42K +6 +0.9%
FCFC
2168
First Citizens Financial Corp
Iowa
$283K – – –
HAS
2169
HBW Advisory Services
California
$283K +$18.1K +45 +7%
DWA
2170
Dorsey Wright & Associates
California
$283K – – –
GS
2171
GTS Securities
Florida
$283K -$430K -1,067 -62%
SCM
2172
SCS Capital Management
Massachusetts
$283K -$98.4K -244 -27%
MF
2173
Manchester Financial
California
$283K -$6.45K -16 -2%
PCMNC
2174
Piedmont Capital Management (North Carolina)
North Carolina
$283K -$2.82K -7 -1%
PAG
2175
Paladin Advisory Group
Iowa
$283K – – –