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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
1326
Tarbox Family Office
California
$463K
EC
1327
EntryPoint Capital
New York
$462K +$13K +86 +3%
KOC
1328
Koss-Olinger Consulting
Florida
$461K +$606 +4 +0.1%
PRS
1329
Pinkerton Retirement Specialists
Idaho
$461K -$5.13M -33,872 -91%
MA
1330
MBA Advisors
Pennsylvania
$460K +$10.3K +68 +2%
SWM
1331
Silverlake Wealth Management
Vermont
$459K -$2.58K -17 -0.6%
BSA
1332
Bull Street Advisors
Georgia
$459K +$79.4K +524 +23%
SMWM
1333
Silvia McColl Wealth Management
California
$459K
NCM
1334
Northside Capital Management
Oregon
$458K
MCP
1335
Miller Capital Partners
Michigan
$456K
AAS
1336
Annex Advisory Services
Wisconsin
$456K +$427K +2,817 New
NERM
1337
New England Research & Management
Illinois
$455K
Vanguard Capital Wealth Advisors
1338
Vanguard Capital Wealth Advisors
Colorado
$455K +$426K +2,810 New
AW
1339
Alchemi Wealth
Connecticut
$455K +$455 +3 +0.1%
CF
1340
Clarity Financial
Texas
$455K +$3.94K +26 +0.9%
DLA
1341
Douglas Lane & Associates
New York
$454K +$71.2K +470 +20%
WFI
1342
West Family Investments
California
$454K +$171K +1,126 +67%
NWM
1343
Navigate Wealth Management
Alabama
$453K +$5.46K +36 +1%
AC
1344
Addison Capital
Pennsylvania
$453K
BAM
1345
Berkshire Asset Management
Pennsylvania
$453K
LMFP
1346
Larry Mathis Financial Planning
Arizona
$453K +$424K +2,796 New
KV
1347
Kickstand Ventures
New York
$452K
SSW
1348
Smith Shellnut Wilson
Mississippi
$452K
AFC
1349
AFT Forsyth & Company
Florida
$450K -$68.5K -452 -14%
OPTFSNA
1350
Old Point Trust & Financial Services N A
Virginia
$447K