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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1926
WBH Advisory
Maryland
$415K -$42.2K -1,809 -10%
ZAM
1927
Zevin Asset Management
Massachusetts
$415K +$22.9K +980 +6%
AWM
1928
Aprio Wealth Management
Georgia
$415K -$83.6K -3,584 -17%
ISWM
1929
Independent Solutions Wealth Management
New York
$415K -$59.8K -2,566 -13%
KCAM
1930
Kagan Cocozza Asset Management
New Jersey
$414K +$29.7K +1,273 +8%
ACM
1931
Allred Capital Management
Texas
$414K -$4.71K -202 -1%
WFAG
1932
Wescott Financial Advisory Group
Pennsylvania
$414K +$41.5K +1,778 +12%
TC
1933
Truvestments Capital
Florida
$414K +$6.55K +281 +2%
BIA
1934
Beacon Investment Advisors
Maryland
$412K +$1.24K +53 +0.3%
BB
1935
Berkshire Bank
Massachusetts
$411K -$28.9K -1,239 -7%
PWA
1936
Provenance Wealth Advisors
Florida
$411K -$142K -6,095 -26%
RFG
1937
Range Financial Group
Oregon
$411K -$17K -729 -4%
CFP
1938
Catalyst Financial Partners
Massachusetts
$410K -$69.5K -2,978 -15%
HAM
1939
Harmony Asset Management
Arizona
$409K
AIM
1940
Alhambra Investment Management
Florida
$408K +$88.3K +3,785 +29%
MSE
1941
MUFG Securities EMEA
United Kingdom
$407K -$8.84M -379,199 -96%
AW
1942
Alteri Wealth
California
$407K -$65.4K -2,806 -14%
DC
1943
Defender Capital
North Carolina
$406K +$8.4K +360 +2%
LWP
1944
LMG Wealth Partners
Louisiana
$405K
ITIM
1945
Indiana Trust & Investment Management
Indiana
$404K +$9.12K +391 +2%
AFT
1946
Alpha Family Trust
California
$403K +$388K +16,620 New
CCA
1947
Childress Capital Advisors
Texas
$403K -$57.3K -2,459 -13%
OIC
1948
Orion Investment Company
Missouri
$402K -$2.33K -100 -0.6%
ICP
1949
Ironvine Capital Partners
Nebraska
$402K
MSCM
1950
McElhenny Sheffield Capital Management
Texas
$402K -$47 -2 -0%