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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
3051
Blume Capital Management
California
$262K
FA
3052
Fagan Associates
New York
$261K -$10.4K -100 -4%
LCM
3053
Lazari Capital Management
California
$260K -$12.1K -117 -5%
NC
3054
NovaPoint Capital
Georgia
$259K +$4.15K +40 +2%
FWP
3055
Falcon Wealth Planning
California
$259K +$247K +2,378 New
SCI
3056
Silver Coast Investments
United States
$258K +$246K +2,369 New
BRG
3057
Bay Rivers Group
Virginia
$258K
PP
3058
Pegasus Partners
Wisconsin
$258K +$43.7K +421 +22%
GCM
3059
Gallacher Capital Management
Colorado
$258K +$245K +2,365 New
GFL
3060
Granite FO LLC
New Hampshire
$257K
TW
3061
Towerpoint Wealth
California
$257K +$1.87K +18 +0.8%
PWM
3062
Partnership Wealth Management
Maryland
$257K +$221K +2,125 New
BWCS
3063
Beirne Wealth Consulting Services
Connecticut
$256K +$242K +2,333 New
PBC
3064
Pavion Blue Capital
California
$256K
SNBOSD
3065
Security National Bank of So Dak
Iowa
$256K -$1.56K -15 -0.6%
BBPWM
3066
Blue Bell Private Wealth Management
Pennsylvania
$256K -$8.82K -85 -3%
NECFA
3067
New England Capital Financial Advisors
Connecticut
$256K +$1.66K +16 +0.7%
WAOI
3068
Wealth Advisors of Iowa
Iowa
$256K +$1.45K +14 +0.6%
WCA
3069
Waypoint Capital Advisors
Minnesota
$256K
B
3070
Bellecapital
Switzerland
$255K -$9.45K -91 -4%
OWMIAS
3071
One Wealth Management Investment & Advisory Services
Florida
$255K +$243K +2,340 New
EBWM
3072
Eagle Bluffs Wealth Management
Missouri
$255K +$311 +3 +0.1%
XT
3073
XTX Topco
Cayman Islands
$255K -$80.3K -774 -25%
MS
3074
Madden Securities
Texas
$253K
AFS
3075
Annapolis Financial Services
Maryland
$252K -$51.5K -496 -18%