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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
3001
Maripau Wealth Management
Indiana
$753K -$97.7K -201 -12%
GAMC
3002
Garner Asset Management Corp
Texas
$752K
SL
3003
SFM LLC
New Hampshire
$752K +$14.1K +29 +2%
BA
3004
Birinyi Associates
Connecticut
$751K
GIP
3005
Greatmark Investment Partners
Georgia
$751K
CFS
3006
Coordinated Financial Services
Colorado
$750K +$169K +348 +31%
SAMT
3007
Select Asset Management & Trust
Pennsylvania
$750K
FWTB
3008
First Western Trust Bank
Colorado
$750K +$8.26K +17 +1%
BIA
3009
Bigelow Investment Advisors
Maine
$749K -$45.2K -93 -6%
SI
3010
Stonekeep Investments
New Mexico
$747K +$720K +1,482 New
DA
3011
Drake & Associates
Wisconsin
$747K -$94.3K -194 -12%
BTWM
3012
Brass Tax Wealth Management
Ohio
$747K +$720K +1,482 New
CPL
3013
CAP Partners LLC
Tennessee
$746K +$6.8K +14 +1%
SLWA
3014
San Luis Wealth Advisors
California
$746K +$27.2K +56 +4%
SAM
3015
S.A. Mason
Michigan
$744K +$71.5K +147 +11%
BWAM
3016
Boyd Watterson Asset Management
Ohio
$741K -$157K -324 -18%
WDG
3017
Wealth Dimensions Group
Ohio
$740K +$149K +306 +26%
TIM
3018
Total Investment Management
Arizona
$740K -$35.5K -73 -5%
WIM
3019
Warwick Investment Management
Texas
$740K +$30.1K +62 +4%
HBW
3020
Hazlett, Burt & Watson
West Virginia
$739K +$31.1K +64 +5%
HC
3021
Hamilton Capital
Ohio
$739K -$201K -413 -22%
GA
3022
GSG Advisors
New Jersey
$738K +$10.7K +22 +2%
CHA
3023
Cooper/Haims Advisors
New York
$738K +$116K +238 +19%
ACM
3024
Aljian Capital Management
Nevada
$738K +$29.2K +60 +4%
JWS
3025
Juncture Wealth Strategies
Arizona
$738K +$711K +1,463 New