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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
2251
Fenimore Asset Management
New York
$458K – – –
HRC
2252
Hoertkorn Richard Charles
$457K -$2.21K -50 -0.5%
PWM
2253
Paulson Wealth Management
Illinois
$456K -$12.1K -274 -3%
GC
2254
Grace Capital
Massachusetts
$456K +$107K +2,420 +30%
WCM
2255
WealthBridge Capital Management
Ohio
$455K -$8.37K -189 -2%
WQ
2256
Wealth Quarterback
New Jersey
$455K +$84.2K +1,901 +18%
SHWM
2257
Silicon Hills Wealth Management
Texas
$454K +$468K +10,560 New
OFG
2258
OmniStar Financial Group
North Carolina
$454K +$468K +10,569 New
TWI
2259
Thomas White International
Illinois
$452K – – –
BEAM
2260
Baker Ellis Asset Management
Washington
$451K – – –
MW
2261
MBL Wealth
North Carolina
$451K +$464K +10,479 New
SOW
2262
State of Wyoming
Wyoming
$450K +$446K +10,069 +2,575%
BCM
2263
Bourgeon Capital Management
Connecticut
$448K -$753K -17,000 -62%
LB
2264
Legacy Bridge
Iowa
$448K – – –
PHAM
2265
Palisades Hudson Asset Management
Florida
$447K – – –
BA
2266
Ballast Advisors
Minnesota
$447K +$7.31K +165 +2%
OAM
2267
Occidental Asset Management
California
$447K +$10.7K +242 +2%
VBCG
2268
Valley Brook Capital Group
Pennsylvania
$446K -$22.1K -500 -5%
CA
2269
CSM Advisors
Pennsylvania
$446K – – –
NRA
2270
NSI Retail Advisors
Pennsylvania
$446K – – –
MFP
2271
Meridian Financial Partners
Virginia
$446K +$9.97K +225 +2%
LWM
2272
Liberty Wealth Management
California
$446K +$94.6K +2,136 +27%
SAM
2273
Satovsky Asset Management
New York
$445K +$3.81K +86 +0.8%
PC
2274
Port Capital
Illinois
$444K -$6.51K -147 -1%
PBF
2275
Petix & Botte Financial
California
$444K +$229K +5,164 +100%