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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
1776
Brass Tax Wealth Management
Ohio
$220K +$159K +6,554 New
BM
1777
Berman McAleer
Maryland
$219K +$158K +6,540 New
CB
1778
Community Bank
New York
$219K – – –
PWM
1779
PBMares Wealth Management
Virginia
$219K +$158K +6,537 New
GAG
1780
GM Advisory Group
New York
$219K +$158K +6,536 New
JCM
1781
Jacobsen Capital Management
Utah
$219K +$158K +6,533 New
WJWM
1782
Williams Jones Wealth Management
New York
$218K +$158K +6,511 New
CA
1783
Claro Advisors
Massachusetts
$218K +$158K +6,510 New
NPT
1784
Nixon Peabody Trust
Massachusetts
$218K +$158K +6,507 New
LSIA
1785
LaSalle St. Investment Advisors
Illinois
$218K +$158K +6,521 New
AF
1786
Alerus Financial
North Dakota
$217K -$23.5K -969 -13%
LCM
1787
Lazari Capital Management
California
$217K +$157K +6,475 New
B
1788
Birchbrook
Maine
$217K – – –
EWP
1789
Elevation Wealth Partners
California
$217K +$2.04K +84 +1%
OWIM
1790
Old West Investment Management
California
$216K +$156K +6,440 New
CFG
1791
CKW Financial Group
Hawaii
$216K – – –
CFO
1792
Capitol Family Office
Oregon
$216K +$102K +4,201 +188%
SFG
1793
SevenBridge Financial Group
Pennsylvania
$216K +$138K +5,691 New
BAM
1794
Brave Asset Management
New Jersey
$216K -$138K -5,712 -47%
AFO
1795
Arrowroot Family Office
California
$215K +$155K +6,418 New
AAM
1796
Augustine Asset Management
Florida
$215K +$155K +6,413 New
GFPC
1797
Global Financial Private Client
Florida
$215K +$155K +6,413 New
NRC
1798
New Republic Capital
North Carolina
$215K +$155K +6,411 New
MSF
1799
Mustard Seed Financial
Arkansas
$215K +$155K +6,396 New
RCM
1800
RB Capital Management
Nevada
$214K +$155K +6,383 New