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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1201
Avitas Wealth Management
California
$415K -$5.69K -13 -1%
AFT
1202
Alpha Family Trust
California
$415K
GGI
1203
Godsey & Gibb Inc
Virginia
$415K
BDFN
1204
Bond & Devick Financial Network
Minnesota
$412K
SACTSONJ
1205
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$412K
TCM
1206
Telos Capital Management
California
$412K
JAG
1207
Journey Advisory Group
Kentucky
$411K +$8.76K +20 +2%
PWMAG
1208
Pinnacle Wealth Management Advisory Group
New Jersey
$409K -$438 -1 -0.1%
PI
1209
PFG Investments
New York
$407K +$44.2K +101 +13%
HCA
1210
Horan Capital Advisors
Ohio
$405K
Group One Trading
1211
Group One Trading
Illinois
$401K +$383K +875 New
Koshinski Asset Management
1212
Koshinski Asset Management
Illinois
$400K -$12.7K -29 -3%
CHP
1213
Cable Hill Partners
Oregon
$400K -$70.1K -160 -15%
BIP
1214
Blueprint Investment Partners
North Carolina
$400K +$382K +872 New
TW
1215
Transform Wealth
Colorado
$398K -$56.5K -129 -13%
PFA
1216
Pathway Financial Advisors
Vermont
$398K
KWM
1217
KFG Wealth Management
Indiana
$398K +$149K +341 +65%
MA
1218
MJP Associates
Connecticut
$397K +$34.6K +79 +10%
CT
1219
Clearstead Trust
Maine
$397K +$438 +1 +0.1%
SWM
1220
SeaCrest Wealth Management
New York
$395K +$31.5K +72 +9%
FFA
1221
Fortune Financial Advisors
Kansas
$394K +$376K +859 New
AFG
1222
Atomi Financial Group
New York
$393K +$57.4K +131 +18%
RSWM
1223
Robertson Stephens Wealth Management
California
$393K -$13.1K -30 -3%
CIM
1224
Contravisory Investment Management
Massachusetts
$392K +$374K +855 New
ETIA
1225
Epic Trust Investment Advisors
Washington
$391K -$99.8K -228 -21%