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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1151
Profit Investment Management
Maryland
$389K – – –
BOPW
1152
Brandywine Oak Private Wealth
Pennsylvania
$388K – – –
SCM
1153
Shelton Capital Management
Colorado
$388K – – –
PT
1154
Plimoth Trust
Massachusetts
$386K +$43.5K +185 +12%
SAF
1155
Smith Anglin Financial
Texas
$384K -$3.06K -13 -0.8%
CS
1156
Comerica Securities
Michigan
$384K +$47.2K +201 +14%
CCM
1157
Condor Capital Management
New Jersey
$383K +$2.12K +9 +0.5%
HA
1158
HYA Advisors
Missouri
$383K +$47K +200 +14%
BWA
1159
Blodgett Wealth Advisors
California
$382K -$276K -1,175 -42%
GI
1160
GAMCO Investors
Connecticut
$380K +$87.9K +374 +29%
SFG
1161
StrategIQ Financial Group
Indiana
$379K – – –
CWMGP
1162
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$379K +$15K +64 +4%
SB
1163
Strategic Blueprint
Georgia
$379K +$385K +1,640 New
MSFS
1164
Main Street Financial Solutions
Pennsylvania
$376K -$28.4K -121 -7%
BFA
1165
Bragg Financial Advisors
North Carolina
$376K -$3.29K -14 -0.9%
AAP
1166
Arax Advisory Partners
Colorado
$376K +$5.17K +22 +1%
CAL
1167
Capital Advisors Ltd
Ohio
$375K -$705 -3 -0.2%
MWM
1168
Marietta Wealth Management
Georgia
$374K – – –
RCG
1169
Regatta Capital Group
California
$374K – – –
CA
1170
Clearstead Advisors
Ohio
$369K – – –
RWP
1171
RWA Wealth Partners
Massachusetts
$369K +$40.2K +171 +12%
AP
1172
Americana Partners
Texas
$368K +$99.2K +422 +36%
JWM
1173
JGP Wealth Management
Oregon
$365K -$235 -1 -0.1%
DTC
1174
Davidson Trust Company
Washington
$363K -$8.22K -35 -2%
OIA
1175
OneDigital Investment Advisors
Kansas
$360K +$75.9K +323 +26%
45 46
47
48 49