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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1801
Capital Advantage
California
$640K -$85.4K -2,825 -11%
LA
1802
LM Advisors
California
$640K +$672K +22,242 New
LIG
1803
Lokken Investment Group
Delaware
$639K -$350K -11,565 -34%
HBCM
1804
Heron Bay Capital Management
Michigan
$638K -$57.1K -1,888 -8%
KCFA
1805
Key Client Fiduciary Advisors
New Jersey
$636K -$19.9K -657 -3%
RL
1806
Rogco LP
Oklahoma
$635K -$907 -30 -0.1%
BG
1807
Benedetti & Gucer
Georgia
$635K -$13.8K -456 -2%
IP
1808
Investment Partners
Ohio
$634K -$201K -6,635 -23%
HTHT
1809
Hemenway Trust Hemenway Trust
New Hampshire
$633K +$3.78K +125 +0.6%
TIMH
1810
Tilt Investment Management Holdings
New York
$633K -$1.7M -56,080 -72%
SAM
1811
Summit Asset Management
Tennessee
$632K -$5.59K -185 -0.8%
WAM
1812
Weinberger Asset Management
California
$632K -$22.9K -759 -3%
MA
1813
MKT Advisors
California
$630K -$30.8K -1,019 -5%
HFM
1814
Hartford Funds Management
Pennsylvania
$627K +$184K +6,086 +39%
RMCM
1815
Reynders McVeigh Capital Management
Massachusetts
$626K -$218K -7,209 -25%
TCM
1816
Traynor Capital Management
Pennsylvania
$625K -$360K -11,893 -35%
AI
1817
Accredited Investors
Minnesota
$624K -$16.6K -550 -2%
ERWM
1818
Elk River Wealth Management
Colorado
$624K -$195K -6,455 -23%
GWAG
1819
Garrett Wealth Advisory Group
Texas
$622K +$653K +21,598 New
GJIA
1820
Glass Jacobson Investment Advisors
Maryland
$621K +$726 +24 +0.1%
NW
1821
Naviter Wealth
Arkansas
$621K -$91.8K -3,036 -12%
PTC
1822
Philadelphia Trust Company
Pennsylvania
$620K -$24.6K -815 -4%
CAL
1823
Capital Analysts LLC
Pennsylvania
$619K -$1.36M -44,884 -68%
DA
1824
DCF Advisers
Connecticut
$619K -$514K -17,000 -44%
TWP
1825
Tyche Wealth Partners
Texas
$618K +$649K +21,479 New