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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
2426
Pasadena Private Wealth
California
$231K – – –
QWM
2427
QP Wealth Management
New Jersey
$231K – – –
PBF
2428
Petix & Botte Financial
California
$231K +$233K +3,064 New
SCM
2429
Stonehearth Capital Management
Massachusetts
$230K – – –
RCM
2430
Requisite Capital Management
Texas
$230K +$22.8K +300 +11%
TA
2431
TruWealth Advisors
Louisiana
$229K +$7.61K +100 +3%
SNBOSCI
2432
Security National Bank of Sioux City Iowa
Iowa
$228K +$231K +3,038 New
CCIA
2433
Cherry Creek Investment Advisors
Colorado
$227K -$8.14K -107 -3%
OPCM
2434
Osborne Partners Capital Management
California
$227K +$31K +407 +16%
FFWM
2435
Future Financial Wealth Management
Ohio
$226K – – –
HCP
2436
Holt Capital Partners
Texas
$225K – – –
RR
2437
Robotti Robert
$225K – – –
MIP
2438
Marietta Investment Partners
Wisconsin
$225K +$15.2K +200 +7%
CRWM
2439
Castle Rock Wealth Management
California
$225K +$207K +2,721 New
QCIG
2440
Quad-Cities Investment Group
Iowa
$224K -$7.76K -102 -3%
BWA
2441
Beam Wealth Advisors
Louisiana
$223K +$226K +2,971 New
WWMSC
2442
Wagner Wealth Management (South Carolina)
South Carolina
$222K +$380 +5 +0.2%
CHA
2443
Cooper/Haims Advisors
New York
$222K +$10.1K +133 +5%
TIAM2
2444
Tru Independence Asset Management 2
Oregon
$222K +$225K +2,953 New
FMP
2445
Financial Management Professionals
Texas
$221K -$7.45K -98 -3%
NWS
2446
Newport Wealth Strategies
California
$221K – – –
LWA
2447
Lowe Wealth Advisors
Maryland
$221K +$32.3K +425 +17%
SB
2448
Strategic Blueprint
Georgia
$220K +$101K +1,324 +82%
AI
2449
Atom Investors
Texas
$220K +$223K +2,926 New
CWM
2450
Campbell Wealth Management
Virginia
$219K -$456 -6 -0.2%