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Name Holding Trade Value Shares
Change
Change in
Stake
MAWA
1301
Moss Adams Wealth Advisors
Washington
$535K -$178K -2,112 -25%
JWM
1302
Jeppson Wealth Management
California
$535K -$11.6K -138 -2%
FFS
1303
Flavin Financial Services
Florida
$530K -$35.6K -422 -6%
BA
1304
Birinyi Associates
Connecticut
$526K
BCM
1305
Blume Capital Management
California
$525K -$31.4K -372 -6%
EFG
1306
Elevated Financial Group
Indiana
$521K +$522K +6,191 New
ACMA
1307
Arbor Capital Management (Alaska)
Alaska
$520K
ST
1308
Somerset Trust
Pennsylvania
$518K -$10.2K -121 -2%
AFT
1309
Alpha Family Trust
California
$516K +$286K +3,390 +124%
ST
1310
Smithfield Trust
Pennsylvania
$516K -$4.64K -55 -0.9%
HCP
1311
Holt Capital Partners
Texas
$515K +$12.8K +152 +3%
BAWM
1312
Bennett Associates Wealth Management
Pennsylvania
$515K +$56.4K +668 +12%
TPWA
1313
TRUE Private Wealth Advisors
Oregon
$515K -$19.5K -231 -4%
FMP
1314
Financial Management Professionals
Texas
$515K -$16.4K -194 -3%
FAG
1315
Fortitude Advisory Group
Washington
$513K -$47.6K -564 -8%
WKWM
1316
Walter & Keenan Wealth Management
Indiana
$512K +$7.93K +94 +2%
TFS
1317
Thoroughbred Financial Services
Tennessee
$511K -$33.3K -395 -6%
TCWM
1318
Total Clarity Wealth Management
Illinois
$511K +$84 +1 +0%
AWM
1319
Angeles Wealth Management
California
$510K +$283K +3,358 +125%
EFMC
1320
Empire Financial Management Company
New York
$509K
WW
1321
Waterfront Wealth
Kansas
$509K +$15.2K +180 +4%
OC
1322
Opal Capital
Florida
$508K +$433K +5,133 New
TM
1323
TigerOak Management
New Mexico
$507K -$55.3K -655 -10%
BWG
1324
Beta Wealth Group
California
$506K -$25.1K -297 -5%
RCM
1325
Ratan Capital Management
Florida
$506K -$33.4K -396 -6%