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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2351
Maridea Wealth Management
New York
$242K +$5.13K +208 +2%
DIM
2352
Delta Investment Management
California
$242K -$6.74K -273 -3%
CWM
2353
CCG Wealth Management
California
$242K -$53.1K -2,153 -18%
LCM
2354
Leisure Capital Management
California
$242K -$53.5K -2,167 -19%
BF
2355
Bonfire Financial
Colorado
$241K -$4.17K -169 -2%
LSIA
2356
LaSalle St. Investment Advisors
Illinois
$241K -$3.28K -133 -1%
FFO
2357
Fortitude Family Office
Arizona
$241K +$123 +5 +0.1%
CFA
2358
Capstone Financial Advisors
Illinois
$241K +$233K +9,449 New
PJSIMP
2359
P.J. Schmidt Investment Management (PJS)
Wisconsin
$241K +$24.5K +992 +12%
UB
2360
Umpqua Bank
Oregon
$240K +$16.5K +670 +7%
WP
2361
Westmount Partners
California
$240K -$127K -5,165 -37%
CYG
2362
Clean Yield Group
Vermont
$240K +$3.7K +150 +2%
AWM
2363
Adams Wealth Management
Utah
$240K -$44.9K -1,818 -16%
CI
2364
CacheTech Inc
Utah
$240K -$44.9K -1,818 -16%
GSWM
2365
Greenup Street Wealth Management
Michigan
$239K +$232K +9,380 New
LC
2366
Lavaca Capital
Texas
$239K +$494 +20 +0.2%
ETS
2367
ESL Trust Services
New York
$238K – – –
Klingenstein Fields & Co
2368
Klingenstein Fields & Co
New York
$238K – – –
JBA
2369
Johnson Bixby & Associates
Washington
$237K -$13.6K -550 -6%
SI
2370
Seeds Investor
New York
$237K +$25 +1 +0%
SBF
2371
Sara-Bay Financial
Florida
$237K -$21.1K -854 -8%
WAM
2372
Weatherly Asset Management
California
$236K -$47.9K -1,939 -17%
TR
2373
Tepp RIA
New Jersey
$236K +$229K +9,278 New
FZCM
2374
Flynn Zito Capital Management
New York
$235K +$228K +9,242 New
PC
2375
Port Capital
Illinois
$235K +$8.44K +342 +4%