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Name Holding Trade Value Shares
Change
Change in
Stake
ETIA
2651
Epic Trust Investment Advisors
Washington
$321K -$10.2K -35 -3%
CCM
2652
Canal Capital Management
Virginia
$320K -$1.75K -6 -0.5%
HFP
2653
Holistic Financial Partners
Indiana
$320K -$68.1K -234 -17%
AFS
2654
Access Financial Services
Minnesota
$318K +$1.75K +6 +0.5%
CCM
2655
CAAS Capital Management
New York
$318K +$328K +1,128 New
BA
2656
Ballast Advisors
Minnesota
$317K +$1.75K +6 +0.5%
GKWIM
2657
Gerber Kawasaki Wealth & Investment Management
California
$317K +$56.4K +194 +21%
GWAM
2658
Guardian Wealth Advisors (Minnesota)
Minnesota
$317K -$582 -2 -0.2%
CAM
2659
Claret Asset Management
Quebec, Canada
$317K -$2.33K -8 -0.7%
PWA
2660
Phoenix Wealth Advisors
North Carolina
$317K
TFF
2661
The Family Firm
Maryland
$316K +$1.45K +5 +0.4%
AFG
2662
Arkansas Financial Group
Arkansas
$316K
SIG
2663
Sargent Investment Group
Maryland
$315K +$8.72K +30 +3%
TNA
2664
True North Advisors
Texas
$314K +$36.1K +124 +13%
APS
2665
American Planning Services
Florida
$314K
XSC
2666
X-Square Capital
Puerto Rico
$314K
DCM
2667
Dudley Capital Management
Virginia
$314K
NWM
2668
Northwest Wealth Management
Iowa
$314K +$1.16K +4 +0.4%
BWM
2669
Birchcreek Wealth Management
Ohio
$313K +$291 +1 +0.1%
VFP
2670
Verus Financial Partners
Virginia
$312K
APIM
2671
Agate Pass Investment Management
Washington
$311K
HWM
2672
Hemington Wealth Management
Virginia
$311K -$11.1K -38 -3%
GAM
2673
Garrison Asset Management
Arkansas
$311K -$7.27K -25 -2%
MBFW
2674
Morton Brown Family Wealth
Pennsylvania
$310K -$28.8K -99 -8%
HCP
2675
Holt Capital Partners
Texas
$310K -$5.82K -20 -2%