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Name Holding Trade Value Shares
Change
Change in
Stake
BOS
2176
Bank of Stockton
California
$979K -$11.4K -97 -1%
FC
2177
Financial Consulate
Maryland
$978K +$4.8K +41 +0.5%
IA
2178
IFG Advisors
Missouri
$978K
AIM
2179
Athena Investment Management
California
$976K -$138K -1,179 -13%
LFS
2180
Lighthouse Financial Services
California
$975K
KCFA
2181
Key Client Fiduciary Advisors
New Jersey
$975K +$21.8K +186 +3%
TIM
2182
Tevis Investment Management
Texas
$975K +$585 +5 +0.1%
MAG
2183
Meadowbrook Advisors Group
New Jersey
$974K -$334K -2,850 -27%
MCM
2184
Maple Capital Management
Vermont
$972K -$96.8K -827 -10%
JRPIM
2185
Journey Retirement Planning & Investment Management
Idaho
$972K +$97.7K +835 +12%
MCM
2186
Morton Capital Management
California
$968K +$70K +598 +9%
IIL
2187
Income Insurance Ltd
$968K
VFO
2188
Virtus Family Office
Texas
$967K -$50.7K -433 -5%
LSC
2189
Lesa Sroufe & Co
Washington
$964K +$2.47M +21,122 +233%
PCM
2190
Perkins Capital Management
Minnesota
$964K -$29.3K -250 -3%
RWI
2191
Red Wave Investments
Pennsylvania
$964K +$2.81K +24 +0.3%
TWP
2192
Tempus Wealth Planning
California
$963K +$64.8K +554 +8%
RYIA
2193
Roehl & Yi Investment Advisors
Oregon
$962K +$295K +2,523 +51%
PMG
2194
ProVise Management Group
Florida
$962K -$39.2K -335 -4%
MMC
2195
Mizuho Markets Cayman
Cayman Islands
$960K +$875K +7,473 New
IAS
2196
Investment Advisory Services
Texas
$959K +$9.83K +84 +1%
SM
2197
Sweeney & Michel
California
$958K -$28.3K -242 -3%
KRW
2198
Kaufman Rossin Wealth
Florida
$957K +$17.4K +149 +2%
TWM
2199
TRB Wealth Management
Texas
$955K -$175K -1,499 -17%
FH
2200
Financial Harvest
Florida
$955K +$31.7K +271 +4%