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Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
2701
Gerber Kawasaki Wealth & Investment Management
California
$341K +$27.4K +157 +9%
VCM
2702
Vision Capital Management
Oregon
$341K -$49.3K -282 -13%
CCC
2703
Chelsea Counsel Company
California
$341K -$5.07K -29 -2%
ORC
2704
O'Rourke & Company
Massachusetts
$340K
HFG
2705
Heron Financial Group
New York
$339K
MWP
2706
Madison Wealth Partners
Wisconsin
$339K +$36.5K +209 +13%
JHP
2707
James Hambro & Partners
United Kingdom
$338K +$1.22K +7 +0.4%
MRWM
2708
ML&R Wealth Management
Texas
$338K +$324K +1,853 New
CCA
2709
Conestoga Capital Advisors
Pennsylvania
$337K
PGA
2710
Portland Global Advisors
Maine
$337K -$69.9K -400 -18%
HWM
2711
Horizon Wealth Management
Illinois
$337K +$1.4K +8 +0.4%
GCWM
2712
Graham Capital Wealth Management
District of Columbia
$337K +$1.75K +10 +0.5%
ZIG
2713
Zuckerman Investment Group
Illinois
$334K +$13.6K +78 +4%
BSC
2714
Brown Shipley & Co
United Kingdom
$334K +$320K +1,831 New
FL
2715
Fort LP
Maryland
$333K -$117K -668 -27%
CSB
2716
City State Bank
Iowa
$333K -$27.6K -158 -8%
FW
2717
FirstPurpose Wealth
Utah
$330K +$20.3K +116 +7%
SRAM
2718
Spouting Rock Asset Management
Pennsylvania
$330K -$208K -1,188 -40%
BBNB
2719
Baker Boyer National Bank
Washington
$329K -$874 -5 -0.3%
OWM
2720
Orgel Wealth Management
Wisconsin
$328K -$14.7K -84 -4%
WP
2721
WealthSpring Partners
California
$328K
TA
2722
Trellis Advisors
Washington
$328K +$1.57K +9 +0.5%
BFA
2723
Beacon Financial Advisory
Ohio
$327K +$1.75K +10 +0.6%
KFS
2724
Kelly Financial Services
Massachusetts
$327K +$21.3K +122 +7%
RIM
2725
Rockbridge Investment Management
New York
$327K +$10.5K +60 +3%