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Name Holding Trade Value Shares
Change
Change in
Stake
Palisade Capital Management
2926
Palisade Capital Management
New Jersey
$392K -$48.3K -392 -12%
SSWM
2927
Strait & Sound Wealth Management
California
$391K +$24K +195 +7%
BCM
2928
Brown Capital Management
Maryland
$391K – – –
DWA
2929
Delta Wealth Advisors
Indiana
$390K +$364K +2,957 New
CHA
2930
Cooper/Haims Advisors
New York
$390K – – –
TWM
2931
TriaGen Wealth Management
California
$389K – – –
Hills Bank & Trust
2932
Hills Bank & Trust
Iowa
$388K +$150K +1,219 +71%
TFA
2933
Teamwork Financial Advisors
Texas
$388K -$106K -859 -23%
BWA
2934
Beam Wealth Advisors
Louisiana
$388K +$15.5K +126 +4%
BA
2935
Ballew Advisors
Mississippi
$385K +$1.73K +14 +0.5%
RC
2936
Reik & Co
New York
$385K – – –
MWM
2937
Mosley Wealth Management
California
$384K -$17.9K -145 -5%
PA
2938
PSI Advisors
Florida
$384K -$22.2K -180 -6%
FFM
2939
Fullerton Fund Management
Singapore
$384K +$359K +2,909 New
WWC
2940
Waypoint Wealth Counsel
Georgia
$384K +$10.1K +82 +3%
KI
2941
Kapitalo Investimentos
Brazil
$383K +$358K +2,904 New
MCM
2942
Mattern Capital Management
Colorado
$383K +$37K +300 +12%
PWMG
2943
Private Wealth Management Group
New Jersey
$383K -$8.26K -67 -2%
MIM
2944
Merrion Investment Management
New Jersey
$383K – – –
PG
2945
Prostatis Group
Maryland
$382K -$20.6K -167 -5%
NRA
2946
NSI Retail Advisors
Pennsylvania
$381K -$61.6K -500 -15%
CWM
2947
Campbell Wealth Management
Virginia
$381K +$123K +997 +53%
AP
2948
Advisors Preferred
Maryland
$380K -$166K -1,344 -32%
WLIM
2949
White Lighthouse Investment Management
Massachusetts
$380K – – –
BWFA
2950
Baltimore-Washington Financial Advisors
Maryland
$380K -$24.9K -202 -7%