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Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
1601
Main Street Financial Solutions
Pennsylvania
$252K +$100K +210 +56%
BCM
1602
Boltwood Capital Management
California
$252K +$112K +234 +67%
PW
1603
PUREfi Wealth
Massachusetts
$252K +$96.8K +203 +54%
SP
1604
SIH Partners
Delaware
$251K +$277K +581 New
SAM
1605
Strategy Asset Managers
California
$251K +$277K +581 New
WA
1606
Westfuller Advisors
New York
$251K +$1.43K +3 +0.5%
CCM
1607
Consolidated Capital Management
California
$250K – – –
SIC
1608
Salem Investment Counselors
North Carolina
$250K +$2.38K +5 +0.9%
CPWM
1609
Cypress Point Wealth Management
Texas
$249K +$274K +575 New
SIM
1610
Stratos Investment Management
Ohio
$248K -$94.4K -198 -26%
GWM
1611
Geneos Wealth Management
Colorado
$247K +$38.2K +80 +16%
FAMI
1612
Fideuram Asset Management (Ireland)
$247K -$1.54M -3,232 -87%
WHCI
1613
W.H. Cornerstone Investments
Massachusetts
$247K -$110K -230 -29%
GC
1614
Gilbert & Cook
Iowa
$247K -$1.91K -4 -0.7%
CIP
1615
Castlefield Investment Partners
$246K +$87.3K +183 +47%
TC
1616
TFR Capital
Texas
$245K +$75.4K +158 +39%
CNB
1617
Camden National Bank
Maine
$244K +$1.43K +3 +0.5%
NWMG
1618
National Wealth Management Group
Ohio
$244K +$8.59K +18 +3%
DWM
1619
Dogwood Wealth Management
Kansas
$244K +$236K +494 +696%
FG
1620
Foster Group
Iowa
$243K +$59.1K +124 +28%
BFA
1621
Bragg Financial Advisors
North Carolina
$243K – – –
TCM
1622
Telos Capital Management
California
$242K – – –
Pzena Investment Management
1623
Pzena Investment Management
New York
$242K +$267K +560 New
AC
1624
Apella Capital
Connecticut
$241K +$293K +614 New
NAAA
1625
New Age Alpha Advisors
New York
$241K -$5.44M -11,414 -95%