Name Holding Trade Value Shares
Change
Change in
Stake
PAM
2301
Parvin Asset Management
South Dakota
$560K -$3.61K -14 -0.7%
CC
2302
Cadinha & Co
Hawaii
$560K +$6.44K +25 +1%
M
2303
MOTCO
Texas
$559K +$100K +389 +21%
FZCM
2304
Flynn Zito Capital Management
New York
$559K +$54.9K +213 +13%
RC
2305
Rexford Capital
Texas
$557K +$487K +1,891 New
MLFP
2306
MPS Loria Financial Planners
Illinois
$556K -$65.4K -254 -12%
RIM
2307
Rockbridge Investment Management
New York
$555K +$258 +1 +0.1%
KFI
2308
Key Financial Inc
Pennsylvania
$555K -$33.2K -129 -6%
KWMG
2309
King Wealth Management Group
Florida
$554K – – –
AA
2310
AJ Advisors
Tennessee
$551K +$2.83K +11 +0.6%
BFS
2311
Beacon Financial Strategies
North Carolina
$551K – – –
GWAM
2312
Guardian Wealth Advisors (Minnesota)
Minnesota
$551K +$34.3K +133 +8%
BBNB
2313
Baker Boyer National Bank
Washington
$550K – – –
KTC
2314
Kentucky Trust Company
Kentucky
$549K – – –
RA
2315
Rise Advisors
New York
$549K +$7.47K +29 +2%
CBOR
2316
Community Bank of Raymore
Missouri
$548K – – –
CWS
2317
Cypress Wealth Services
California
$547K +$94.8K +368 +25%
BWM
2318
Birchcreek Wealth Management
Ohio
$544K -$40.4K -157 -8%
CNB
2319
Camden National Bank
Maine
$542K – – –
MHR
2320
Matthew Hamilton Rosenberg
$541K -$45.1K -175 -9%
SWP
2321
Summit Wealth Partners
Florida
$541K -$25.8K -100 -5%
BCM
2322
Boreal Capital Management
Florida
$539K +$471K +1,829 New
PPW
2323
Presilium Private Wealth
Pennsylvania
$538K -$12.1K -47 -3%
AFO
2324
Arrowroot Family Office
California
$538K +$470K +1,825 New
USB
2325
Union Savings Bank
Connecticut
$538K +$7.21K +28 +1%