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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1326
Chesapeake Wealth Management
Virginia
$470K – – –
BIG
1327
Brookwood Investment Group
Arizona
$469K +$124K +818 +39%
TIM
1328
Tevis Investment Management
Texas
$468K -$26.4K -174 -6%
RCAG
1329
Rehmann Capital Advisory Group
Michigan
$464K -$46.2K -305 -10%
TCWA
1330
Turtle Creek Wealth Advisors
Texas
$464K -$11.8K -78 -3%
PIM
1331
Plato Investment Management
Australia
$464K – – –
TFO
1332
Tarbox Family Office
California
$463K – – –
EC
1333
EntryPoint Capital
New York
$462K +$13K +86 +3%
KOC
1334
Koss-Olinger Consulting
Florida
$461K +$606 +4 +0.1%
PRS
1335
Pinkerton Retirement Specialists
Idaho
$461K -$5.13M -33,872 -91%
MA
1336
MBA Advisors
Pennsylvania
$460K +$10.3K +68 +2%
SWM
1337
Silverlake Wealth Management
Vermont
$459K -$2.58K -17 -0.6%
BSA
1338
Bull Street Advisors
Georgia
$459K +$79.4K +524 +23%
SMWM
1339
Silvia McColl Wealth Management
California
$459K – – –
NCM
1340
Northside Capital Management
Oregon
$458K – – –
MCP
1341
Miller Capital Partners
Michigan
$456K – – –
AAS
1342
Annex Advisory Services
Wisconsin
$456K +$427K +2,817 New
NERM
1343
New England Research & Management
Illinois
$455K – – –
Vanguard Capital Wealth Advisors
1344
Vanguard Capital Wealth Advisors
Colorado
$455K +$426K +2,810 New
AW
1345
Alchemi Wealth
Connecticut
$455K +$455 +3 +0.1%
CF
1346
Clarity Financial
Texas
$455K +$3.94K +26 +0.9%
DLA
1347
Douglas Lane & Associates
New York
$454K +$71.2K +470 +20%
WFI
1348
West Family Investments
California
$454K +$171K +1,126 +67%
NWM
1349
Navigate Wealth Management
Alabama
$453K +$5.46K +36 +1%
AC
1350
Addison Capital
Pennsylvania
$453K – – –