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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
2576
Palisade Asset Management
Minnesota
$424K – – –
BFG
2577
Bouchey Financial Group
New York
$424K +$397K +14,410 New
KWS
2578
Keystone Wealth Services
California
$423K +$396K +14,380 New
JPLA
2579
Joseph P. Lucia & Associates
New York
$422K +$55.6K +2,020 +16%
WAM
2580
Walker Asset Management
Missouri
$422K +$394K +14,330 New
FNC
2581
First National Corp
Massachusetts
$420K +$26.1K +950 +7%
SFO
2582
Standard Family Office
South Dakota
$420K +$283K +10,280 +257%
GFP
2583
Guardian Financial Partners
California
$419K +$392K +14,230 New
LA
2584
Lifeworks Advisors
Michigan
$419K +$392K +14,260 New
LI
2585
Lafayette Investments
Maryland
$415K +$22.6K +820 +6%
FMTC
2586
Farmers & Merchants Trust Company
California
$414K – – –
NAMM
2587
NorthStar Asset Management (Massachusetts)
Massachusetts
$413K -$10.2K -370 -3%
AWM
2588
Aries Wealth Management
Maine
$412K -$278K -10,120 -42%
AAM
2589
American Asset Management
Florida
$412K – – –
BMC
2590
Benin Management Corp
Connecticut
$412K – – –
GCA
2591
Gradient Capital Advisors
California
$411K +$4.68K +170 +1%
GA
2592
Greenspring Advisors
Maryland
$411K +$385K +13,980 New
WSWA
2593
Warren Street Wealth Advisors
California
$411K +$385K +13,980 New
AC
2594
Apogem Capital
New York
$410K -$230K -8,360 -37%
BAMG
2595
Brand Asset Management Group
Missouri
$409K -$3.85K -140 -1%
MA
2596
MAS Advisors
Florida
$409K +$381K +13,840 New
Lazard Frères Gestion
2597
Lazard Frères Gestion
France
$407K – – –
WKWM
2598
Walter & Keenan Wealth Management
Indiana
$407K – – –
MFA
2599
Morling Financial Advisors
California
$406K +$380K +13,800 New
PCG
2600
Prosperity Consulting Group
Maryland
$404K +$440K +16,000 New