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Name Holding Trade Value Shares
Change
Change in
Stake
HBS
1651
Howard Bailey Securities
Indiana
$257K +$249K +552 New
BSHC
1652
Breed's Hill Capital
Massachusetts
$257K – – –
OWP
1653
ORG Wealth Partners
Texas
$256K +$28.4K +63 +13%
CreativeOne Wealth
1654
CreativeOne Wealth
Kansas
$256K +$18.9K +42 +8%
DMBA
1655
Deseret Mutual Benefit Administrators
Utah
$256K -$23.4K -52 -9%
FPW
1656
Flywheel Private Wealth
California
$256K – – –
BWM
1657
BigSur Wealth Management
Florida
$255K – – –
FMP
1658
Financial Management Professionals
Texas
$254K +$4.05K +9 +2%
CWA
1659
CJM Wealth Advisers
Virginia
$254K – – –
OPCM
1660
Osborne Partners Capital Management
California
$254K – – –
AC
1661
Asio Capital
Kentucky
$252K +$3.15K +7 +1%
PAG
1662
Private Advisory Group
Washington
$251K -$5.4K -12 -2%
TC
1663
Trilogy Capital
California
$251K -$2.7K -6 -1%
AW
1664
Alteri Wealth
California
$249K +$2.7K +6 +1%
SIM
1665
SSI Investment Management
California
$249K – – –
HUB Investment Partners
1666
HUB Investment Partners
Texas
$248K -$1.35K -3 -0.6%
Robertson Stephens Wealth Management
1667
Robertson Stephens Wealth Management
California
$248K -$36K -80 -13%
BEAM
1668
Baker Ellis Asset Management
Washington
$247K – – –
CL
1669
CIM LLC
New York
$247K +$13.5K +30 +6%
MCM
1670
Mainstay Capital Management
Michigan
$246K – – –
ACM
1671
Ascent Capital Management
Oregon
$246K +$4.95K +11 +2%
BFA
1672
Beaumont Financial Advisors
Massachusetts
$246K -$217K -482 -48%
MWM
1673
Maltin Wealth Management
New Jersey
$246K – – –
HCMG
1674
Howard Capital Management Group
California
$246K – – –
FMTC
1675
Farmers & Merchants Trust Company
California
$246K -$9.9K -22 -4%