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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
2301
Telos Capital Management
California
$3.74M -$62.3K -860 -2%
HWM
2302
Hohimer Wealth Management
Washington
$3.73M +$773K +10,660 +38%
RWI
2303
Red Wave Investments
Pennsylvania
$3.72M -$527K -7,270 -15%
LC
2304
LCNB Corp
Ohio
$3.72M -$139K -1,920 -4%
FG
2305
Fiduciary Group
Georgia
$3.71M -$5.07K -70 -0.2%
NCM
2306
Northside Capital Management
Oregon
$3.7M
DCM
2307
Donaldson Capital Management
Indiana
$3.7M -$384K -5,300 -11%
6F
2308
626 Financial
Michigan
$3.7M +$10.1K +140 +0.3%
JCM
2309
Jacobsen Capital Management
Utah
$3.7M +$63.8K +880 +2%
FP
2310
Financial Perspectives
Minnesota
$3.69M -$549K -7,570 -16%
EWS
2311
Evergreen Wealth Solutions
Pennsylvania
$3.69M -$43.5K -600 -1%
SFCL
2312
Strengthening Families & Communities LLC
Massachusetts
$3.69M +$1.66M +22,910 +128%
ACM
2313
Aubrey Capital Management
United Kingdom
$3.68M -$797K -11,000 -19%
KLCM
2314
KG&L Capital Management
Louisiana
$3.67M -$487K -6,720 -14%
KIG
2315
Kennedy Investment Group
New Jersey
$3.66M -$2.52M -34,770 -46%
WDG
2316
Wealth Dimensions Group
Ohio
$3.66M +$6.52K +90 +0.2%
WPWM
2317
Western Pacific Wealth Management
Illinois
$3.66M +$1.14M +15,660 +63%
CG
2318
Cutler Group
California
$3.65M -$12.1M -166,420 -80%
AA
2319
Aire Advisors
California
$3.65M -$192K -2,650 -6%
PFA
2320
Petra Financial Advisors
Colorado
$3.64M -$98.6K -1,360 -3%
FWA
2321
FSM Wealth Advisors
Ohio
$3.64M -$50.7K -700 -2%
RHP
2322
Royal Harbor Partners
Texas
$3.63M +$877K +12,100 +43%
TP
2323
Tranquility Partners
Tennessee
$3.63M -$160K -2,210 -5%
CPL
2324
CAP Partners LLC
Tennessee
$3.63M -$553K -7,630 -16%
MCWA
2325
Meadow Creek Wealth Advisors
Georgia
$3.62M +$60.2K +830 +2%