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Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
2801
Smallwood Wealth Investment Management
New Jersey
$388K -$1.48M -14,254 -80%
FAT
2802
First American Trust
California
$387K +$84.8K +817 +30%
BIA
2803
Benchmark Investment Advisors
Illinois
$386K +$1.14K +11 +0.3%
AIA
2804
Angeles Investment Advisors
California
$386K -$426K -4,103 -54%
WCWM
2805
Willow Creek Wealth Management
California
$385K +$81.1K +781 +28%
MGWM
2806
Marks Group Wealth Management
Minnesota
$384K +$5.4K +52 +1%
VCM
2807
Viewpoint Capital Management
Washington
$383K
JCM
2808
Jag Capital Management
Missouri
$383K +$54K +520 +17%
CIG
2809
Cairn Investment Group
Washington
$382K -$20.2K -195 -5%
PBF
2810
Petix & Botte Financial
California
$381K
CAWM
2811
Capital Advisors Wealth Management
Washington
$381K +$104 +1 +0%
AWA
2812
Amplius Wealth Advisors
Pennsylvania
$381K -$34K -328 -9%
PSB
2813
Piscataqua Savings Bank
New Hampshire
$381K
TCOO
2814
Trust Company of Oklahoma
Oklahoma
$380K
ANB
2815
Amarillo National Bank
Texas
$380K +$16.9K +163 +5%
GWP
2816
Gateway Wealth Partners
Wisconsin
$380K -$411K -3,959 -53%
EWM
2817
EPG Wealth Management
Georgia
$380K -$8.3K -80 -3%
OFW
2818
Omnia Family Wealth
Florida
$379K
JCIA
2819
Jackson Creek Investment Advisors
Colorado
$379K -$1.76K -17 -0.5%
BWM
2820
Birchcreek Wealth Management
Ohio
$379K -$22.3K -215 -6%
SPI
2821
Santori & Peters Inc
Pennsylvania
$379K +$5.4K +52 +2%
BDF
2822
Black Diamond Financial
Maryland
$379K -$11.5K -111 -3%
CWM
2823
Cahaba Wealth Management
Georgia
$376K +$47.3K +456 +15%
DA
2824
Dillon & Associates
Michigan
$376K -$15.1K -145 -4%
VBFG
2825
Vishria Bird Financial Group
Tennessee
$376K