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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2876
Absher Wealth Management
North Carolina
$463K +$29.4K +95 +8%
SMA
2877
Seven Mile Advisory
New Jersey
$461K +$21.7K +70 +6%
ITFISA
2878
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$461K
BGAI
2879
Bruce G. Allen Investments
Colorado
$461K +$412K +1,329 New
FWSM
2880
First Wilshire Securities Management
California
$459K
CAM
2881
Concorde Asset Management
Michigan
$459K +$87.6K +283 +22%
HFS
2882
Howard Financial Services
Texas
$459K -$27.3K -88 -6%
PWP
2883
Precedent Wealth Partners
Texas
$458K +$409K +1,322 New
TCM
2884
Towercrest Capital Management
Pennsylvania
$457K -$929 -3 -0.2%
IFS
2885
Ifrah Financial Services
Arkansas
$457K -$21.7K -70 -5%
IPWA
2886
International Private Wealth Advisors
California
$456K +$407K +1,314 New
HSWM
2887
Hubbell Strickland Wealth Management
Louisiana
$455K +$12.1K +39 +3%
GFA
2888
Gallagher Fiduciary Advisors
Illinois
$455K +$11.1K +36 +3%
PP
2889
PFS Partners
New Jersey
$454K +$619 +2 +0.2%
FFG
2890
Fortem Financial Group
California
$454K +$34.1K +110 +9%
WA
2891
Waterford Advisors
New York
$453K
DWP
2892
Destiny Wealth Partners
Florida
$453K +$20.7K +67 +5%
KWM
2893
Kaydan Wealth Management
Michigan
$453K
HPWM
2894
High Pines Wealth Management
Massachusetts
$452K +$18.6K +60 +5%
OPTFSNA
2895
Old Point Trust & Financial Services N A
Virginia
$452K +$6.19K +20 +2%
PIM
2896
Plato Investment Management
Australia
$451K +$403K +1,301 New
RCWM
2897
Royal Capital Wealth Management
Indiana
$451K -$14.6K -47 -3%
WW
2898
Westshore Wealth
California
$449K -$1.24K -4 -0.3%
BA
2899
Bluesphere Advisors
Pennsylvania
$449K +$31K +100 +8%
SWM
2900
Sterling Wealth Management
Illinois
$449K +$401K +1,295 New