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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
2326
Profit Investment Management
Maryland
$308K – – –
LF
2327
Lee Financial
Texas
$307K -$2.6K -96 -0.8%
ALAM
2328
Asahi Life Asset Management
Japan
$307K -$301K -11,080 -49%
GLLW
2329
Graves Light Lenhart Wealth
Virginia
$306K +$787 +29 +0.3%
PWM
2330
Pines Wealth Management
North Carolina
$306K +$310K +11,442 New
SWA
2331
SFMG Wealth Advisors
Texas
$305K +$53.4K +1,968 +21%
BOSSRA
2332
B.O.S.S. Retirement Advisors
Utah
$304K -$2M -73,584 -87%
ATWA
2333
Arbor Trust Wealth Advisors
Michigan
$304K -$152K -5,610 -33%
WAM
2334
Weatherly Asset Management
California
$304K -$40.3K -1,485 -11%
CIC
2335
Chase Investment Counsel
Virginia
$304K -$4.65M -171,298 -94%
USB
2336
Union Savings Bank
Connecticut
$303K -$55.3K -2,040 -15%
JBA
2337
Johnson Bixby & Associates
Washington
$303K -$9.28K -342 -3%
I2I
2338
Insight 2811 Inc
Illinois
$303K – – –
EFG
2339
Ethos Financial Group
Pennsylvania
$302K +$55.4K +2,044 +22%
LA
2340
Lakeside Advisors
Washington
$302K +$42.1K +1,553 +16%
IAS
2341
Investment Advisory Services
Texas
$302K +$49.5K +1,824 +19%
SC
2342
Swan Capital
Florida
$302K +$7.13K +263 +2%
LF
2343
Lighthouse Financial
Florida
$301K +$308K +11,363 New
OC
2344
Optima Capital
Oregon
$301K +$308K +11,362 New
LWM
2345
Laidlaw Wealth Management
New York
$301K +$8.14K +300 +3%
SWP
2346
Semus Wealth Partners
Florida
$301K -$34.8K -1,283 -10%
BC
2347
Belmont Capital
California
$300K +$53.1K +1,957 +21%
CH
2348
Cromwell Holdings
Wyoming
$299K +$98.9K +3,645 +48%
LCC
2349
Lincoln Capital Corp
Rhode Island
$299K +$4.86K +179 +2%
SI
2350
Seeds Investor
New York
$299K -$146K -5,367 -32%