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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
1426
HM Payson & Co
Maine
$706K -$160K -1,535 -18%
PJSIMP
1427
P.J. Schmidt Investment Management (PJS)
Wisconsin
$705K +$104 +1 +0%
TYCC
1428
Texas Yale Capital Corp
Florida
$704K
RLIM
1429
Red Lighthouse Investment Management
New York
$704K
GIA
1430
GHP Investment Advisors
Colorado
$704K +$104 +1 +0%
CPA
1431
Cardiff Park Advisors
California
$703K +$416 +4 +0.1%
FC
1432
Forte Capital
New York
$703K -$17.1K -164 -2%
TCM
1433
Traynor Capital Management
Pennsylvania
$703K -$31.1K -299 -4%
ACMA
1434
Arbor Capital Management (Alaska)
Alaska
$702K
PF
1435
Parker Financial
Washington
$698K -$21.9K -210 -3%
FFP
1436
FourThought Financial Partners
Florida
$696K -$109K -1,045 -14%
SIC
1437
Salem Investment Counselors
North Carolina
$696K -$9.89K -95 -1%
WP
1438
WealthSpring Partners
California
$695K +$416 +4 +0.1%
CWP
1439
Capital Wealth Planning
Florida
$693K -$385K -3,699 -36%
AFT
1440
Alpha Family Trust
California
$693K
AC
1441
Abbrea Capital
California
$692K
WKWM
1442
Walter & Keenan Wealth Management
Indiana
$690K
FMWA
1443
Forvis Mazars Wealth Advisors
Missouri
$689K +$87.9K +845 +15%
SM
1444
Sweeney & Michel
California
$689K +$730K +7,016 New
HKIM
1445
Hayek Kallen Investment Management
Alabama
$689K -$5.2K -50 -0.8%
BCM
1446
Blume Capital Management
California
$687K
XF
1447
XML Financial
Maryland
$686K +$1.98K +19 +0.3%
OIM
1448
Orca Investment Management
Oregon
$686K -$5.72K -55 -0.8%
IBOK
1449
Independence Bank of Kentucky
Kentucky
$685K -$548K -5,265 -44%
RW
1450
Rede Wealth
Virginia
$684K -$45K -432 -6%