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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
2251
Prelude Capital Management
New York
$393K +$395K +26,900 New
FTC
2252
Farmers Trust Company
Ohio
$393K +$394K +26,880 New
BFIM
2253
Beese Fulmer Investment Management
Ohio
$393K -$1.47K -100 -0.4%
KCM
2254
Kanawha Capital Management
Virginia
$390K +$9.53K +650 +2%
ESBC
2255
E.S. Barr & Co
Kentucky
$389K
HA
2256
Hofer & Associates
California
$388K +$389K +26,550 New
NF
2257
Nikulski Financial
Iowa
$386K +$32.7K +2,230 +9%
RWMG
2258
Redwood Wealth Management Group
New Jersey
$384K +$385K +26,260 New
TIM
2259
Tevis Investment Management
Texas
$383K -$8.65K -590 -2%
OCM
2260
Objective Capital Management
Ohio
$383K +$18.6K +1,270 +5%
CCA
2261
Clearwater Capital Advisors
Illinois
$383K -$4.99K -340 -1%
LA
2262
Legacy Advisors
Pennsylvania
$383K +$57.1K +3,890 +17%
AGC
2263
Aspen Grove Capital
Colorado
$381K +$382K +26,080 New
BCCM
2264
Bridge Creek Capital Management
Massachusetts
$381K +$382K +26,050 New
FWI
2265
Facet Wealth Inc
Maryland
$380K -$3.96K -270 -1%
FWM
2266
Focused Wealth Management
New York
$380K -$6.6K -450 -2%
MA
2267
Mezzasalma Advisors
New Jersey
$380K -$4.11K -280 -1%
AWM
2268
Ameliora Wealth Management
Switzerland
$380K
PAM
2269
Paradigm Asset Management
New York
$380K -$763K -52,000 -67%
JIC
2270
Joel Isaacson & Co
New York
$378K -$164K -11,190 -30%
FFA
2271
Farther Finance Advisors
California
$377K +$378K +25,780 New
TA
2272
TruWealth Advisors
Louisiana
$377K -$17K -1,160 -4%
AWM
2273
Aevitas Wealth Management
Massachusetts
$372K -$294K -20,020 -44%
CW
2274
Cook Wealth
North Carolina
$371K +$2.35K +160 +0.6%
BHWM
2275
Beaird Harris Wealth Management
Texas
$370K +$190K +12,960 +105%