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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2426
Filbrandt Wealth Management
Wisconsin
$263K +$57K +249 +31%
TCOK
2427
Trust Company of Kansas
Kansas
$262K -$479K -2,091 -67%
TC
2428
TradeLink Capital
Illinois
$261K +$238K +1,040 New
STA
2429
Summit Trail Advisors
New York
$261K +$239K +1,043 New
TCM
2430
Towercrest Capital Management
Pennsylvania
$260K +$237K +1,037 New
KOMWMG
2431
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$260K +$238K +1,038 New
HIS
2432
Harvest Investment Services
Illinois
$260K +$238K +1,040 New
C1AG
2433
Client 1st Advisory Group
Florida
$258K +$220K +963 New
AF
2434
AMG Funds
Connecticut
$258K +$236K +1,030 New
MPW
2435
Monterey Private Wealth
California
$258K +$236K +1,030 New
MC
2436
Mathes Company
New York
$257K +$235K +1,025 New
AWM
2437
AllSquare Wealth Management
New York
$256K – – –
IWAG
2438
Integer Wealth Advisors Group
Georgia
$255K – – –
SIA
2439
Soltis Investment Advisors
Utah
$255K +$233K +1,017 New
JGIA
2440
Jackson Grant Investment Advisers
Connecticut
$254K -$6.64K -29 -3%
CFO
2441
CVA Family Office
Colorado
$252K +$20.8K +91 +10%
PFA
2442
Paradigm Financial Advisors
Missouri
$251K -$18.8K -82 -8%
HCMNY
2443
Howard Capital Management (New York)
New York
$251K +$229K +1,000 New
SA
2444
Sicart Associates
New York
$251K +$229K +1,000 New
TSS
2445
Thomas Story & Son
Indiana
$251K +$229K +1,000 New
HKAM
2446
Horizon Kinetics Asset Management
New York
$248K +$226K +989 New
OPCM
2447
Osborne Partners Capital Management
California
$247K +$226K +987 New
TA
2448
Trellis Advisors
Washington
$246K +$225K +983 New
HIC
2449
Harvey Investment Company
Kentucky
$244K +$223K +973 New
FFG
2450
Ford Financial Group
California
$244K +$223K +975 New