Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1226
Opal Wealth Advisors
New York
$396K +$109K +4,967 +40%
HFBOT
1227
Home Federal Bank of Tennessee
Tennessee
$396K -$18.6K -850 -5%
BP
1228
BWM Planning
Texas
$395K +$1.29K +59 +0.3%
AWM
1229
Angeles Wealth Management
California
$395K +$107K +4,867 +39%
KA
1230
KLCM Advisors
Wisconsin
$394K -$131 -6 -0%
CWP
1231
Cyndeo Wealth Partners
Florida
$391K +$8.27K +378 +2%
P
1232
Pitcairn
Pennsylvania
$390K -$89.9K -4,110 -19%
TCWA
1233
Turtle Creek Wealth Advisors
Texas
$390K +$86K +3,928 +30%
AIM
1234
Aspen Investment Management
Michigan
$390K -$33.9K -1,550 -8%
HFS
1235
Howard Financial Services
Texas
$389K +$36.4K +1,665 +11%
TLCM
1236
Twin Lakes Capital Management
California
$388K -$525 -24 -0.1%
IF
1237
Intrua Financial
Texas
$388K -$30.8K -1,408 -8%
NWM
1238
Northwest Wealth Management
Iowa
$387K +$36.9K +1,688 +11%
BGC
1239
Beutel, Goodman & Co
Ontario, Canada
$387K +$374K +17,075 New
WPW
1240
Waldron Private Wealth
Pennsylvania
$386K -$361K -16,476 -49%
AWM
1241
Avaii Wealth Management
Wisconsin
$385K -$9.39K -429 -2%
MMHP
1242
Murphy Middleton Hinkle & Parker
Georgia
$385K +$1.18K +54 +0.3%
EA
1243
Eclectic Associates
California
$383K +$24.8K +1,133 +7%
IIM
1244
Ipswich Investment Management
Massachusetts
$383K -$40.5K -1,850 -10%
WDG
1245
Wealth Dimensions Group
Ohio
$383K +$3.28K +150 +0.9%
NG
1246
Norden Group
Utah
$380K +$114K +5,213 +45%
EWA
1247
EverSource Wealth Advisors
Alabama
$379K +$113K +5,145 +45%
KAS
1248
KPP Advisory Services
Kentucky
$379K -$67K -3,060 -15%
FMTC
1249
Farmers & Merchants Trust Company
California
$378K – – –
TWA
1250
TCI Wealth Advisors
Arizona
$378K +$5.19K +237 +1%