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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1951
Lummis Asset Management
Texas
$7.96K
BA
1952
Bellwether Advisors
Nebraska
$7.96K +$8.66K +19 New
TWD
1953
True Wealth Design
Ohio
$7.7K +$2.28K +5 +38%
DF
1954
DecisionPoint Financial
Arizona
$7.12K
TFA
1955
Toth Financial Advisory
Virginia
$7.12K +$7.75K +17 New
HWM
1956
HighMark Wealth Management
Minnesota
$7.12K
WWP
1957
WR Wealth Planners
Missouri
$7.12K +$1.37K +3 +21%
FMTCOCP
1958
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
PCWA
1959
Pacific Capital Wealth Advisors
California
$6.7K -$36.5K -80 -83%
PA
1960
Pineridge Advisors
Missouri
$6.33K
BHWM
1961
Beaird Harris Wealth Management
Texas
$6.28K -$45.6K -100 -87%
IRC
1962
Investors Research Corp
Georgia
$6.28K
T
1963
Tidemark
California
$6.28K +$6.84K +15 New
DWA
1964
Delos Wealth Advisors
Texas
$5.86K +$6.38K +14 New
PCTC
1965
Perkins Coie Trust Company
Washington
$5.86K -$5.01K -11 -44%
NWWA
1966
New Wave Wealth Advisors
Arkansas
$5.86K +$6.38K +14 New
NWMP
1967
Noble Wealth Management PBC
Colorado
$5.44K +$5.92K +13 New
Q1WB
1968
Quest 10 Wealth Builders
Virginia
$5.44K +$5.92K +13 New
WCM
1969
WealthTrak Capital Management
Virginia
$5.03K +$5.47K +12 New
DMIC
1970
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.02K +$5.47K +12 New
PS
1971
PayPay Securities
Japan
$5.02K +$5.47K +12 New
HFS
1972
HBC Financial Services
Washington
$5K
CTWM
1973
Cherry Tree Wealth Management
Minnesota
$4.82K
WWM
1974
Wolff Wiese Magana
California
$4.61K
FCT
1975
First Community Trust
Iowa
$4.61K