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Name Holding Trade Value Shares
Change
Change in
Stake
TPW
2926
Transatlantique Private Wealth
New York
$273K
RYIA
2927
Roehl & Yi Investment Advisors
Oregon
$273K +$3.83M +12,600 +1,467%
RCM
2928
Requisite Capital Management
Texas
$273K +$273K +897 New
PRI
2929
Prepared Retirement Institute
Pennsylvania
$272K -$10.7K -35 -4%
RTC
2930
Riverview Trust Company
Washington
$272K -$95K -312 -26%
GCM
2931
Graver Capital Management
Ohio
$272K
JAA
2932
Joel Adams & Associates
North Carolina
$271K
OAS
2933
Optivise Advisory Services
Tennessee
$271K +$34.7K +114 +15%
EFL
2934
ERn Financial LLC
Wisconsin
$271K -$3.96K -13 -1%
BBW
2935
Blue Barn Wealth
Utah
$271K +$7K +23 +3%
CTWM
2936
Cherry Tree Wealth Management
Minnesota
$271K -$54.8K -180 -17%
SIA
2937
SeaBridge Investment Advisors
New Jersey
$270K
LAM
2938
Lifestyle Asset Management
Texas
$270K +$31.7K +104 +13%
DW30
2939
Drucker Wealth 3.0
New Jersey
$270K +$28K +92 +12%
EPM
2940
Elm Partners Management
Pennsylvania
$269K +$269K +885 New
AWA
2941
AGH Wealth Advisors
Kansas
$269K +$3.04K +10 +1%
FWM
2942
Fonville Wealth Management
Virginia
$269K +$269K +884 New
CMP
2943
Courage Miller Partners
Virginia
$268K
WFMPM
2944
Woodley Farra Manion Portfolio Management
Indiana
$268K -$33.5K -110 -11%
CTB
2945
Country Trust Bank
Illinois
$267K +$1.52K +5 +0.6%
TFIPS
2946
Towarzystwo Funduszy Inwestycyjnych PZU SA
$267K +$38K +125 +17%
IF
2947
IRON Financial
Illinois
$267K -$824K -2,708 -76%
RWI
2948
Red Wave Investments
Pennsylvania
$266K +$609 +2 +0.2%
FC
2949
Fairscale Capital
New Hampshire
$266K
IPA
2950
Investment Planning Advisors
Georgia
$266K +$266K +874 New