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Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
2876
Western Pacific Wealth Management
Illinois
$250K -$201K -2,280 -39%
BCM
2877
Birch Capital Management
Texas
$250K – – –
CG
2878
Clarus Group
Texas
$250K – – –
MWM
2879
Mattern Wealth Management
Kansas
$250K – – –
MMH
2880
Menora Mivtachim Holdings
Israel
$250K – – –
WWM
2881
Wolff Wiese Magana
California
$250K -$264 -3 -0.1%
PMG
2882
Private Management Group
California
$249K -$3.52K -40 -1%
TCM
2883
Towercrest Capital Management
Pennsylvania
$249K – – –
BST
2884
Bath Savings Trust
Maine
$249K -$176K -2,000 -36%
PA
2885
PFW Advisors
Georgia
$248K +$5.37K +61 +2%
SPWG
2886
Sage Private Wealth Group
Illinois
$247K -$5.81K -66 -2%
FA
2887
Fermata Advisors
California
$246K +$27.7K +314 +10%
JMA
2888
J.M. Arbour
Maine
$246K -$70.8K -804 -19%
FSA
2889
Financial Security Advisor
Virginia
$245K -$176 -2 -0.1%
MAM
2890
Mystic Asset Management
Rhode Island
$245K +$31.3K +355 +12%
HIC
2891
Hartline Investment Corp
Illinois
$245K -$368K -4,176 -55%
ABWM
2892
Alpine Bank Wealth Management
Colorado
$245K -$440 -5 -0.1%
WC
2893
Wexford Capital
Florida
$244K +$301K +3,419 New
DAM
2894
Delta Asset Management
Tennessee
$244K +$5.55K +63 +2%
AWMG
2895
Alliance Wealth Management Group
New Jersey
$243K – – –
AFC
2896
Avise Financial Cooperative
California
$243K +$27.3K +310 +10%
RPGNY
2897
Retirement Planning Group (New York)
New York
$243K +$1.76K +20 +0.6%
SIC
2898
Sterling Investment Counsel
New York
$243K – – –
QFA
2899
Quantum Financial Advisors
California
$243K -$62.7K -712 -17%
SG
2900
Somerset Group
Minnesota
$243K +$44K +500 +18%