Name Holding Trade Value Shares
Change
Change in
Stake
TL
1776
Tradewinds LLC
North Carolina
$212K -$11.3K -25 -5%
BCM
1777
BluePointe Capital Management
California
$212K +$205K +455 New
1M
1778
1248 Management
Missouri
$211K +$204K +453 New
GWS
1779
Greykasell Wealth Strategies
California
$211K +$204K +453 New
WA
1780
Whipplewood Advisors
Colorado
$210K -$8.1K -18 -4%
DAM
1781
Doheny Asset Management
California
$210K +$203K +450 New
PAM
1782
Parvin Asset Management
South Dakota
$210K +$11.3K +25 +6%
CWA
1783
CM Wealth Advisors
Ohio
$210K +$203K +450 New
MHC
1784
Meyer Handelman Company
New York
$210K +$203K +450 New
SFI
1785
SPC Financial Inc
Maryland
$210K +$203K +450 New
OHWA
1786
Oak Hill Wealth Advisors
Virginia
$209K +$202K +449 New
CA
1787
Carson Advisory
Georgia
$209K +$202K +449 New
VCM
1788
Vivaldi Capital Management
Illinois
$206K +$199K +443 New
S
1789
Sunpointe
Missouri
$206K -$61.7K -137 -24%
NRI
1790
NFP Retirement Inc
California
$205K +$199K +441 New
EW
1791
Elyxium Wealth
California
$205K +$199K +441 New
GA
1792
GSG Advisors
New Jersey
$205K +$207K +460 New
MWP
1793
Meridian Wealth Partners
Pennsylvania
$204K +$197K +438 New
TWA
1794
TCI Wealth Advisors
Arizona
$203K +$196K +436 New
EB
1795
Exchange Bank
California
$203K +$196K +436 New
SA
1796
Stewardship Advisors
Pennsylvania
$203K +$196K +436 New
BSB
1797
Bangor Savings Bank
Maine
$203K – – –
AIA
1798
AssuredPartners Investment Advisors
Florida
$203K +$196K +435 New
CAAM
1799
Cornerstone Advisors Asset Management
Pennsylvania
$203K +$196K +435 New
LP
1800
LGL Partners
Pennsylvania
$202K +$195K +434 New