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Name Holding Trade Value Shares
Change
Change in
Stake
FSA
2101
Franklin Street Advisors
North Carolina
$227K +$236K +5,148 New
AIIMS
2102
Analyst IMS Investment Management Services
Israel
$227K +$236K +5,150 New
MWM
2103
Mattern Wealth Management
Kansas
$226K +$235K +5,120 New
AMG
2104
Asset Management Group
Connecticut
$226K +$234K +5,112 New
MA
2105
MBA Advisors
Pennsylvania
$225K +$234K +5,108 New
QPBE
2106
Quintet Private Bank (Europe)
Luxembourg
$225K -$252K -5,500 -52%
SWA
2107
SOA Wealth Advisors
New York
$225K -$269K -5,870 -54%
WTFG
2108
Wood Tarver Financial Group
Idaho
$224K +$233K +5,082 New
UAS
2109
United Asset Strategies
New York
$224K +$232K +5,072 New
BCG
2110
BayBridge Capital Group
California
$224K
WCFA
2111
Walkner Condon Financial Advisors
Wisconsin
$224K +$232K +5,068 New
TAP
2112
TSG Advice Partners
Ohio
$224K +$232K +5,068 New
ECM
2113
Elgethun Capital Management
South Dakota
$224K -$6.09M -132,853 -96%
OC
2114
Oarsman Capital
Wisconsin
$223K +$232K +5,058 New
SIP
2115
Snowwater Investment Partners
Connecticut
$223K -$27.6K -602 -11%
AAMG
2116
AMG Asset Management Group
Georgia
$223K +$231K +5,047 New
SFS
2117
Security Financial Services
Indiana
$223K +$231K +5,044 New
VCM
2118
Virtue Capital Management
Tennessee
$222K +$2.7K +59 +1%
DMIC
2119
Dixon Mitchell Investment Counsel
British Columbia, Canada
$222K
EIP
2120
Ellis Investment Partners
Pennsylvania
$222K +$230K +5,020 New
DW30
2121
Drucker Wealth 3.0
New Jersey
$222K +$230K +5,021 New
MSWM
2122
McGlone Suttner Wealth Management
Wisconsin
$221K +$230K +5,017 New
LRIC
2123
Long Road Investment Counsel
Michigan
$221K +$230K +5,015 New
OPCM
2124
Osborne Partners Capital Management
California
$221K -$22.9K -500 -9%
BMO
2125
Beck Mack & Oliver
New York
$221K -$45.8K -1,000 -17%