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Name Holding Trade Value Shares
Change
Change in
Stake
DDPIC
2301
Deroy & Devereaux Private Investment Counsel
Michigan
$505K -$471K -10,900 -47%
GIA
2302
GHP Investment Advisors
Colorado
$503K -$43.1K -998 -7%
DBG
2303
De Burlo Group
Massachusetts
$503K +$561 +13 +0.1%
DIM
2304
Delta Investment Management
California
$503K -$36.3K -841 -6%
JBA
2305
Johnson Bixby & Associates
Washington
$503K
PAG
2306
Paladin Advisory Group
Iowa
$501K +$530K +12,279 New
MCM
2307
Monument Capital Management
Virginia
$501K -$442K -10,244 -46%
CWM
2308
Cahaba Wealth Management
Georgia
$500K +$3.15K +73 +0.6%
AWA
2309
Aaron Wealth Advisors
Illinois
$499K +$137K +3,175 +35%
BBPWM
2310
Blue Bell Private Wealth Management
Pennsylvania
$499K -$9.68K -224 -2%
TC
2311
Trust Company
Kansas
$498K -$35.7K -827 -6%
CP
2312
Castleview Partners
Texas
$498K +$12.4K +287 +2%
MSWM
2313
McGlone Suttner Wealth Management
Wisconsin
$498K +$2.16K +50 +0.4%
VC
2314
Veracity Capital
Georgia
$498K -$22.5K -522 -4%
T
2315
TCWP
Ohio
$496K -$158K -3,649 -23%
AFT
2316
Alpha Family Trust
California
$496K -$52K -1,205 -9%
GPA
2317
Guerra Pan Advisors
New Jersey
$495K +$6.05K +140 +1%
MCA
2318
Magnolia Capital Advisors
Mississippi
$494K -$8.64K -200 -2%
MPIA
2319
Mountain Pacific Investment Advisers
Idaho
$494K
BWM
2320
BCS Wealth Management
Tennessee
$493K -$642K -14,856 -55%
TLFA
2321
True Link Financial Advisors
California
$493K -$8.29K -192 -2%
DC
2322
DeDora Capital
California
$492K -$21.7K -502 -4%
CIP
2323
Convergence Investment Partners
Florida
$492K -$8.9K -206 -2%
HNW
2324
High Note Wealth
Minnesota
$491K -$346 -8 -0.1%
EWA
2325
ERTS Wealth Advisors
Michigan
$490K -$88.4K -2,047 -15%