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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
2351
Derbend Asset Management
Georgia
$307K -$4.99K -165 -2%
LNWTC
2352
Laird Norton Wetherby Trust Company
Washington
$307K +$322K +10,664 New
MWM
2353
Mattern Wealth Management
Kansas
$307K -$5.5K -182 -2%
LC
2354
Lavaca Capital
Texas
$307K -$97.9K -3,240 -23%
TA
2355
TrueWealth Advisors
Alabama
$306K -$91K -3,009 -22%
NCM
2356
Novare Capital Management
North Carolina
$306K -$78.6K -2,600 -20%
RP
2357
Riverwater Partners
Wisconsin
$306K -$49.7K -1,644 -13%
LA
2358
LexAurum Advisors
Kansas
$306K -$10.8K -357 -3%
FBFS
2359
First Business Financial Services
Wisconsin
$306K +$1.54K +51 +0.5%
EWM
2360
Elmwood Wealth Management
California
$305K -$277K -9,164 -46%
AIM
2361
Allen Investment Management
New York
$305K -$39.4K -1,304 -11%
RZH
2362
Relyea Zuckerberg Hanson
Connecticut
$305K -$100K -3,320 -24%
SEIA
2363
Signature Estate & Investment Advisors
California
$305K -$64.5K -2,134 -17%
FCFC
2364
First Citizens Financial Corp
Iowa
$304K +$10.1K +335 +3%
BA
2365
Bristlecone Advisors
Washington
$304K -$877 -29 -0.3%
FOA
2366
Five Oceans Advisors
California
$303K -$21.6K -714 -6%
PWM
2367
Paulson Wealth Management
Illinois
$303K -$21.2K -701 -6%
CAC
2368
Core Alternative Capital
Georgia
$303K +$34.5K +1,141 +12%
FWM
2369
Fairhaven Wealth Management
Illinois
$302K +$47.1K +1,559 +17%
AWA
2370
Acorn Wealth Advisors
Michigan
$301K -$11.1K -368 -3%
OPW
2371
Oxler Private Wealth
New York
$301K -$1.3M -42,927 -80%
IA
2372
IFG Advisors
Missouri
$301K +$544 +18 +0.2%
SMA
2373
Seven Mile Advisory
New Jersey
$301K +$16.2K +536 +5%
ES
2374
Eagle Strategies
New York
$301K -$6.2K -205 -2%
PBF
2375
Petix & Botte Financial
California
$300K +$2.9K +96 +0.9%