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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
3326
Bellevue Asset Management
Washington
$136K – – –
SHIM
3327
Stone House Investment Management
Pennsylvania
$135K +$1.15K +2 +0.9%
CTB
3328
Country Trust Bank
Illinois
$133K +$5.74K +10 +4%
CW
3329
Curio Wealth
Maryland
$128K – – –
PWM
3330
Peck Wealth Management
New York
$128K +$129K +225 New
BLC
3331
Brown, Lisle/Cummings
Rhode Island
$127K – – –
BC
3332
Bayforest Capital
United Kingdom
$122K +$123K +214 New
HWM
3333
HighMark Wealth Management
Minnesota
$120K -$5.74K -10 -5%
CFG
3334
Chapman Financial Group
Hawaii
$118K – – –
TC
3335
Truvestments Capital
Florida
$118K +$81.5K +142 +218%
EA
3336
Evolution Advisers
Virginia
$117K – – –
RWS
3337
Retirement Wealth Solutions
Wisconsin
$116K -$3.45K -6 -3%
BSB
3338
Bangor Savings Bank
Maine
$114K -$16.1K -28 -12%
CG
3339
Curat Global
New Hampshire
$114K – – –
PP
3340
PFS Partners
New Jersey
$112K -$8.04K -14 -7%
DCM
3341
Davis Capital Management
Florida
$111K +$113K +196 New
NIM
3342
Nexus Investment Management
Ontario, Canada
$111K – – –
HHGA
3343
Halbert Hargrove Global Advisors
California
$108K +$23K +40 +27%
SWIM
3344
Smallwood Wealth Investment Management
New Jersey
$108K – – –
AW
3345
Avion Wealth
Texas
$106K -$1.72K -3 -2%
GFWA
3346
Grey Fox Wealth Advisors
Delaware
$106K +$107K +186 New
OPTFSNA
3347
Old Point Trust & Financial Services N A
Virginia
$105K – – –
RWM
3348
Raffa Wealth Management
District of Columbia
$105K -$1.72K -3 -2%
JGIA
3349
Jackson Grant Investment Advisers
Connecticut
$104K – – –
ACM
3350
Anfield Capital Management
California
$104K – – –