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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
2126
Collective Family Office
Pennsylvania
$652K +$99.4K +2,301 +17%
AWAP
2127
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$651K -$7.34K -170 -1%
CCM
2128
Compton Capital Management
Rhode Island
$650K -$1.14M -26,280 -62%
UIA
2129
Ulland Investment Advisors
Minnesota
$649K -$69K -1,598 -9%
CPA
2130
Capital Planning Advisors
California
$645K -$88.7K -2,054 -11%
HCM
2131
Harvey Capital Management
Florida
$645K +$380K +8,800 +126%
KWMG
2132
King Wealth Management Group
Florida
$643K -$2.89K -67 -0.4%
AF
2133
Alerus Financial
North Dakota
$642K -$5.34M -123,568 -89%
SQA
2134
Simon Quick Advisors
New Jersey
$638K +$140K +3,235 +26%
WTFG
2135
Wells Trecaso Financial Group
Ohio
$638K +$1.08K +25 +0.2%
CCM
2136
Chickasaw Capital Management
Tennessee
$638K
PAIM
2137
Punch & Associates Investment Management
Minnesota
$637K -$173K -4,000 -20%
SIM
2138
SSI Investment Management
California
$637K -$120K -2,784 -15%
VWM
2139
Vigilare Wealth Management
Arizona
$636K -$351K -8,136 -34%
PAM
2140
Pegasus Asset Management
New York
$636K -$864 -20 -0.1%
GSEP
2141
Golden State Equity Partners
California
$635K +$672K +15,567 New
CCM
2142
Carlson Capital Management
Minnesota
$635K -$19.3K -446 -3%
PIA
2143
Pinion Investment Advisors
Kansas
$634K +$50.9K +1,178 +8%
CHA
2144
Carmichael Hill & Associates
Maryland
$633K +$22.4K +518 +3%
GAMC
2145
Garner Asset Management Corp
Texas
$633K +$216 +5 +0%
WFC
2146
Western Financial Corp
California
$633K +$3.37K +78 +0.5%
SSW
2147
Smith Shellnut Wilson
Mississippi
$632K
PWM
2148
Peterson Wealth Management
Nevada
$630K -$2.16K -50 -0.3%
MMM
2149
Mendel Money Management
Illinois
$627K -$37.5K -868 -5%
FFA
2150
Farther Finance Advisors
California
$627K +$321K +7,421 +93%