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Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
1201
Ten Capital Wealth Advisors
Washington
$2.13M -$75.4K -2,124 -3%
GWM
1202
GSB Wealth Management
Connecticut
$2.12M +$2.08M +58,572 New
IAMOG
1203
Investors Asset Management of Georgia
Georgia
$2.12M +$154K +4,325 +8%
OPW
1204
Oxler Private Wealth
New York
$2.12M +$1.74K +49 +0.1%
CP
1205
Clayton Partners
California
$2.12M +$2.07M +58,400 New
CF
1206
Centaurus Financial
California
$2.12M +$207K +5,841 +11%
LF
1207
Lantz Financial
Illinois
$2.11M +$49.7K +1,399 +2%
MSAM
1208
Moloney Securities Asset Management
Missouri
$2.11M -$552K -15,543 -21%
EF
1209
Empirical Finance
Pennsylvania
$2.11M
CCM
1210
Cox Capital Management
Massachusetts
$2.1M +$10.4K +293 +0.5%
MWM
1211
Meridian Wealth Management
Kentucky
$2.1M +$67.9K +1,911 +3%
BWM
1212
BerganKDV Wealth Management
Minnesota
$2.1M -$66.1K -1,862 -3%
HKAM
1213
Horizon Kinetics Asset Management
New York
$2.09M +$80K +2,253 +4%
ISWM
1214
Independent Solutions Wealth Management
New York
$2.09M +$1.22M +34,339 +147%
LIM
1215
Longfellow Investment Management
Massachusetts
$2.09M +$123K +3,457 +6%
SIA
1216
Soltis Investment Advisors
Utah
$2.09M +$372K +10,482 +22%
RB
1217
Rodgers Brothers
Pennsylvania
$2.09M +$107K +3,000 +5%
BHBT
1218
Burke & Herbert Bank & Trust
Virginia
$2.08M -$435K -12,265 -18%
CPIG
1219
Chicago Partners Investment Group
Illinois
$2.08M +$74.2K +2,091 +4%
EWM
1220
Evermay Wealth Management
Virginia
$2.07M -$73.9K -2,081 -4%
BAS
1221
Brown Advisory Securities
Maryland
$2.06M -$202K -5,676 -9%
JWM
1222
Jeppson Wealth Management
California
$2.05M +$205K +5,780 +11%
BCM
1223
Bourgeon Capital Management
Connecticut
$2.05M +$1.42M +40,000 +240%
PHIMC
1224
Private Harbour Investment Management & Counsel
Ohio
$2.05M -$6.57K -185 -0.3%
PGIM
1225
Pacific Global Investment Management
California
$2.05M -$188K -5,283 -9%