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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
2776
Merrion Investment Management
New Jersey
$305K
SRIM
2777
Saratoga Research & Investment Management
California
$305K
SCM
2778
Stordahl Capital Management
Colorado
$304K -$4.69K -92 -2%
D
2779
Diversified
Delaware
$304K
EWM
2780
Elite Wealth Management
Washington
$303K +$10.2K +200 +4%
LWM
2781
Liberty Wealth Management
California
$302K -$86.1K -1,689 -23%
CCA
2782
Cottonwood Capital Advisors
Utah
$302K -$713 -14 -0.2%
WWM
2783
Windsor Wealth Management
Indiana
$301K -$1.08M -21,148 -79%
CCM
2784
Carmel Capital Management
California
$301K -$15.3K -300 -5%
PPWM
2785
Paragon Private Wealth Management
Kentucky
$301K
AWS
2786
AJ Wealth Strategies
New York
$300K
PP
2787
PrairieView Partners
Minnesota
$299K +$10.5K +207 +4%
JSA
2788
Jacobson & Schmitt Advisors
Wisconsin
$298K -$52.2K -1,025 -15%
SWM
2789
Scissortail Wealth Management
Oklahoma
$298K +$257K +5,039 New
WCG
2790
Weaver Consulting Group
California
$296K -$5.86K -115 -2%
RW
2791
REDW Wealth
New Mexico
$295K +$408 +8 +0.1%
CAG
2792
Curtis Advisory Group
California
$294K
AGA
2793
Arkos Global Advisors
Texas
$294K +$52.2K +1,024 +22%
WAM
2794
Walker Asset Management
Missouri
$293K -$8K -157 -3%
AIS
2795
American Investment Services
Massachusetts
$292K
FA
2796
Financial Advisors
Massachusetts
$292K
AWP
2797
Abacus Wealth Partners
California
$292K
DWM
2798
Defined Wealth Management
Oregon
$290K
PFA
2799
Pinnacle Family Advisors
Missouri
$290K +$50.6K +992 +22%
LA
2800
Lakeside Advisors
Washington
$289K