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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1651
Samara Investment Management
Oregon
$580K +$227K +8,668 +56%
DOA
1652
D'Orazio & Associates
Virginia
$580K -$80.1K -3,063 -11%
FWA
1653
FSM Wealth Advisors
Ohio
$580K -$88.3K -3,377 -12%
CFM
1654
Compass Financial Management
Florida
$578K +$625K +23,884 New
GC
1655
GatePass Capital
Ohio
$578K -$4.92K -188 -0.8%
LJHT
1656
Laurie J. Hall Trustee
$575K
KAM
1657
Knightsbridge Asset Management
California
$575K +$624K +23,871 New
CL
1658
COWA LLC
Oklahoma
$575K +$72.3K +2,762 +13%
ASC
1659
Atalanta Sosnoff Capital
New York
$575K -$65.1K -2,489 -9%
1WM
1660
1900 Wealth Management
Texas
$574K +$22.3K +852 +4%
WKWM
1661
Walter & Keenan Wealth Management
Indiana
$573K -$7.66K -293 -1%
DE
1662
Defiance ETFs
New York
$573K +$135K +5,150 +27%
FCB
1663
First County Bank
Connecticut
$573K -$12.4K -475 -2%
RBFC
1664
Roman Butler Fullerton & Co
Missouri
$570K +$759 +29 +0.1%
OIM
1665
Orca Investment Management
Oregon
$570K -$15.4K -589 -2%
CCM
1666
Colorado Capital Management
Colorado
$570K
MJRIC
1667
Mogy Joel R Investment Counsel
California
$569K
FIM
1668
Fruth Investment Management
Texas
$569K
BMC
1669
Benin Management Corp
Connecticut
$569K -$2.62K -100 -0.4%
HWMT
1670
Heritage Wealth Management (Texas)
Texas
$568K +$617K +23,597 New
BWP
1671
Baldwin Wealth Partners
Massachusetts
$568K -$1.41K -54 -0.2%
PAS
1672
Professional Advisory Services
Florida
$566K +$2.62K +100 +0.4%
OC
1673
Oarsman Capital
Wisconsin
$565K -$14.4K -549 -2%
RC
1674
Roundview Capital
New Jersey
$564K +$25K +954 +4%
TWM
1675
TRB Wealth Management
Texas
$563K -$103K -3,921 -14%