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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
2351
Whalen Wealth Management
Nevada
$291K -$174K -6,311 -38%
WMA
2352
West Michigan Advisors
Michigan
$290K -$15.7K -570 -5%
BTWM
2353
Brass Tax Wealth Management
Ohio
$289K +$55.8K +2,028 +24%
PBF
2354
Petix & Botte Financial
California
$289K +$284K +10,328 New
WAM
2355
Walker Asset Management
Missouri
$289K +$9.36K +340 +3%
RP
2356
Riverwater Partners
Wisconsin
$288K -$3.3K -120 -1%
RWA
2357
Redhawk Wealth Advisors
Minnesota
$288K -$5.42K -197 -2%
JCM
2358
Jacobsen Capital Management
Utah
$288K +$283K +10,295 New
HAS
2359
HBW Advisory Services
California
$288K +$79.6K +2,893 +39%
TFA
2360
Trinity Financial Advisors
Ohio
$288K +$330 +12 +0.1%
HI
2361
Hoey Investments
Pennsylvania
$288K -$48.8K -1,773 -15%
Diversify Wealth Management
2362
Diversify Wealth Management
Utah
$287K +$266K +9,660 New
HVP
2363
Hudson Value Partners
Florida
$285K – – –
WCM
2364
Wallace Capital Management
Texas
$285K +$19.3K +700 +7%
Advance Capital Management
2365
Advance Capital Management
Michigan
$285K -$2.89K -105 -1%
UF
2366
Univest Financial
Pennsylvania
$285K -$5.01K -182 -2%
CB
2367
Centennial Bank
Arkansas
$285K +$4.82K +175 +2%
CAM
2368
Costello Asset Management
Pennsylvania
$283K – – –
KLWA
2369
Kelly Lawrence W & Associates
California
$283K +$27.5K +1,000 +11%
BWA
2370
Bordeaux Wealth Advisors
California
$283K +$279K +10,129 New
IA
2371
IAM Advisory
Pennsylvania
$283K +$6.94K +252 +3%
ST
2372
Sentinel Trust
Texas
$283K – – –
TFM
2373
TFC Financial Management
Massachusetts
$283K -$56.2K -2,040 -17%
Bank Pictet & Cie (Europe)
2374
Bank Pictet & Cie (Europe)
Germany
$283K -$361K -13,100 -56%
PWA
2375
Phoenix Wealth Advisors
North Carolina
$282K – – –