Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
1701
FSB Premier Wealth Management
Iowa
$276K +$164 +1 +0.1%
B
1702
Bailard
California
$275K -$1.64K -10 -0.6%
RB
1703
Rodgers Brothers
Pennsylvania
$275K +$654 +4 +0.2%
EGWAG
1704
Elwood & Goetz Wealth Advisory Group
Georgia
$274K +$491 +3 +0.2%
EP
1705
Edgestream Partners
New Jersey
$273K -$9.05M -55,333 -97%
DACS
1706
Dymon Asia Capital (Singapore)
Singapore
$273K +$279K +1,707 New
BC
1707
Barrett & Company
Rhode Island
$273K +$164 +1 +0.1%
MG
1708
Marex Group
$272K +$278K +1,702 New
HKIMG
1709
Hutchens & Kramer Investment Management Group
Indiana
$272K -$5.72K -35 -2%
SIC
1710
Schwartz Investment Counsel
Michigan
$272K -$49.1K -300 -15%
CAM
1711
Campion Asset Management
Virginia
$272K -$4.25K -26 -2%
EWM
1712
Echo Wealth Management
Minnesota
$272K – – –
AIA
1713
Affinity Investment Advisors
California
$272K – – –
IC
1714
IKE Capital
New York
$272K +$277K +1,696 New
BB
1715
Berkshire Bank
Massachusetts
$271K -$1.15K -7 -0.4%
TCM
1716
Telos Capital Management
California
$271K -$10.6K -65 -4%
FAN
1717
Financial Advisors Network
California
$271K -$1.96K -12 -0.7%
EW
1718
Enzi Wealth
Texas
$270K -$981 -6 -0.4%
UF
1719
Univest Financial
Pennsylvania
$270K +$327 +2 +0.1%
MUMSS
1720
Mitsubishi UFJ Morgan Stanley Securities
Japan
$270K +$276K +1,688 New
WP
1721
Westmount Partners
California
$270K +$4.25K +26 +2%
VWA
1722
Visionary Wealth Advisors
Illinois
$270K +$13.2K +81 +5%
EBSAM
1723
Eubel Brady & Suttman Asset Management
Ohio
$269K +$5.89K +36 +2%
HCM
1724
Hollencrest Capital Management
California
$268K -$31.1K -190 -10%
CA
1725
Callahan Advisors
Texas
$268K -$24.5K -150 -8%