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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
2526
Walsky Investment Management
Pennsylvania
$312K +$346K +1,100 New
BLWM
2527
Bucket List Wealth Management
Florida
$312K +$345K +1,099 New
CWA
2528
Choice Wealth Advisors
Maine
$312K
OAM
2529
Occidental Asset Management
California
$312K +$5.03K +16 +1%
DI
2530
Disciplined Investors
Texas
$312K +$68.8K +219 +25%
VF
2531
Vawter Financial
Ohio
$311K -$314 -1 -0.1%
TPA
2532
Trivium Point Advisory
Connecticut
$310K -$839K -2,671 -71%
RA
2533
Riverstone Advisors
Texas
$310K +$34.3K +109 +11%
HBFP
2534
Henderson Brothers Financial Partners
Pennsylvania
$309K +$342K +1,088 New
GHAM
2535
Gilman Hill Asset Management
Connecticut
$309K +$6.91K +22 +2%
1IA
2536
1834 Investment Advisors
Wisconsin
$308K
PCA
2537
Peddock Capital Advisors
Massachusetts
$308K
RBC
2538
Romano Brothers & Co
Illinois
$308K +$629 +2 +0.2%
EWA
2539
Encompass Wealth Advisors
Oregon
$308K +$26.4K +84 +8%
OF
2540
Optimize Financial
California
$308K -$19.8K -63 -5%
BFA
2541
Brendel Financial Advisors
New Hampshire
$307K
PFWA
2542
Paces Ferry Wealth Advisors
Georgia
$307K +$62.9K +200 +23%
MIA
2543
MainStreet Investment Advisors
Illinois
$307K +$340K +1,081 New
LSA
2544
Lansing Street Advisors
Pennsylvania
$307K +$10.4K +33 +3%
EBSAM
2545
Eubel Brady & Suttman Asset Management
Ohio
$306K +$3.46K +11 +1%
VCP
2546
Verus Capital Partners
Arizona
$306K -$36.1K -115 -10%
SEP
2547
Signature Equity Partners
Ohio
$306K -$113K -360 -25%
HWM
2548
Hohimer Wealth Management
Washington
$305K
VFM
2549
Vision Financial Markets
Connecticut
$305K
LCM
2550
Leisure Capital Management
California
$305K