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Name Holding Trade Value Shares
Change
Change in
Stake
BSC
2951
Brown Shipley & Co
United Kingdom
$300K -$13.6K -25 -4%
YWM
2952
Yoder Wealth Management
California
$299K -$4.9K -9 -2%
CCA
2953
Carrera Capital Advisors
Michigan
$299K +$544 +1 +0.2%
CPIA
2954
Cornell Pochily Investment Advisors
New York
$299K +$4.9K +9 +2%
LB
2955
Legacy Bridge
Iowa
$299K
KPPF
2956
Klein Pavlis & Peasley Financial
California
$298K
AGP
2957
Aspire Growth Partners
Florida
$298K +$287K +527 New
MHC
2958
Meyer Handelman Company
New York
$298K
DWM
2959
Darwin Wealth Management
Florida
$297K
PCWA
2960
Pacific Capital Wealth Advisors
California
$296K
AWA
2961
Alta Wealth Advisors
Massachusetts
$296K +$10.3K +19 +4%
WWC
2962
Waypoint Wealth Counsel
Georgia
$295K +$31K +57 +12%
GKFF
2963
George Kaiser Family Foundation
Oklahoma
$295K +$293K +539 New
PGCM
2964
Prescott Group Capital Management
Oklahoma
$295K +$293K +539 New
GAMC
2965
Garner Asset Management Corp
Texas
$295K -$21.2K -39 -7%
OPCM
2966
Osborne Partners Capital Management
California
$295K
NA
2967
Nautilus Advisors
California
$295K
WF
2968
Wayfinding Financial
Washington
$295K -$2.72K -5 -0.9%
GMA
2969
Glassy Mountain Advisors
Maryland
$293K
IIC
2970
Integrated Investment Consultants
Michigan
$293K +$78.9K +145 +37%
HFP
2971
Holistic Financial Partners
Indiana
$293K +$3.81K +7 +1%
MMCM
2972
Murphy & Mullick Capital Management
New York
$293K
QPWM
2973
Quadrant Private Wealth Management
Pennsylvania
$292K -$52.8K -97 -15%
IDBONY
2974
Israel Discount Bank of New York
New York
$291K -$150K -275 -34%
AWCI
2975
Alpine Woods Capital Investors
New York
$291K +$289K +530 New