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Name Holding Trade Value Shares
Change
Change in
Stake
WIC
2551
Wilkins Investment Counsel
Massachusetts
$555K – – –
JWBC
2552
J.W. Burns & Co
New York
$554K -$1.72K -3 -0.3%
LDB
2553
Lee, Danner & Bass
Tennessee
$553K – – –
ALAM
2554
Asahi Life Asset Management
Japan
$553K -$647K -1,127 -54%
PW
2555
PUREfi Wealth
Massachusetts
$553K -$5.74K -10 -1%
CPW
2556
Catalyst Private Wealth
California
$552K +$7.47K +13 +1%
HCMT
2557
Highland Capital Management (Tennessee)
Tennessee
$550K -$5.5M -9,570 -91%
BWP
2558
Barlow Wealth Partners
Kentucky
$550K -$116K -202 -17%
BIG
2559
Brookwood Investment Group
Arizona
$549K -$435K -757 -44%
DIM
2560
DLK Investment Management
California
$549K -$2.87K -5 -0.5%
SFS
2561
Symphony Financial Services
Ohio
$548K – – –
LWM
2562
Liberty Wealth Management
California
$548K – – –
GWCM
2563
Godshalk Welsh Capital Management
Pennsylvania
$546K – – –
RCP
2564
Rothschild Capital Partners
New York
$546K – – –
LAS
2565
LWM Advisory Services
Florida
$544K +$3.45K +6 +0.6%
SA
2566
Stewardship Advisors
Pennsylvania
$543K -$574 -1 -0.1%
BTD
2567
BankPlus Trust Department
Mississippi
$542K – – –
SPWG
2568
Sage Private Wealth Group
Illinois
$542K +$39.6K +69 +8%
RMP
2569
Richards, Merrill & Peterson
Washington
$542K -$6.89K -12 -1%
RPGK
2570
Retirement Planning Group (Kansas)
Kansas
$540K +$73.5K +128 +16%
AWA
2571
Aletheian Wealth Advisors
Washington
$539K -$8.04K -14 -1%
DO
2572
denkapparat Operations
Germany
$538K – – –
LMKC
2573
L.M. Kohn & Company
Ohio
$538K -$4.68M -8,149 -90%
PIM
2574
Pullen Investment Management
Florida
$538K – – –
MWM
2575
MBE Wealth Management
Wisconsin
$536K – – –