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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2551
LeConte Wealth Management
Tennessee
$455K +$16.9K +53 +4%
EWA
2552
Eagle Wealth Advisors
Connecticut
$455K -$12.4K -39 -3%
OCM
2553
Orion Capital Management
California
$454K
EIA
2554
Edgemoor Investment Advisors
Maryland
$454K
NWMG
2555
National Wealth Management Group
Ohio
$454K -$54.5K -171 -10%
PMFA
2556
Plante Moran Financial Advisors
Michigan
$454K -$849K -2,665 -65%
GAA
2557
Global Assets Advisory
Florida
$453K +$2.55K +8 +0.6%
CWA
2558
Consilium Wealth Advisory
Texas
$453K +$18.8K +59 +4%
PCM
2559
Poehling Capital Management
Wisconsin
$452K +$319 +1 +0.1%
MMHP
2560
Murphy Middleton Hinkle & Parker
Georgia
$452K +$463K +1,453 New
VIP
2561
Value Investment Professionals
New York
$452K +$2.55K +8 +0.6%
CMA
2562
Cedar Mountain Advisors
Oregon
$451K -$29K -91 -6%
TFIPS
2563
Towarzystwo Funduszy Inwestycyjnych PZU SA
$451K +$182K +570 +65%
BFG
2564
Beto Financial Group
Idaho
$451K -$22.9K -72 -4%
CFA
2565
Cahill Financial Advisors
Minnesota
$450K +$637 +2 +0.1%
I
2566
INVST
Indiana
$449K -$14.3K -45 -3%
ODIJL
2567
One Day In July LLC
Vermont
$449K -$8.92K -28 -2%
OAM
2568
Occidental Asset Management
California
$449K -$1.27K -4 -0.3%
PCM
2569
Permanent Capital Management
Illinois
$449K +$8.28K +26 +2%
CFM
2570
Catalyst Funds Management
Australia
$448K +$460K +1,443 New
USWIA
2571
UP Strategic Wealth Investment Advisors
Pennsylvania
$447K -$67.2K -211 -12%
RCA
2572
Ranch Capital Advisors
Florida
$447K +$16.6K +52 +4%
WKSWA
2573
White Knight Strategic Wealth Advisors
New Jersey
$447K -$18.2K -57 -4%
TFP
2574
Tilia Fiduciary Partners
North Carolina
$447K -$18.2K -57 -4%
WFAG
2575
Wescott Financial Advisory Group
Pennsylvania
$446K +$21K +66 +5%