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Name Holding Trade Value Shares
Change
Change in
Stake
PPA
2051
Painted Porch Advisors
California
$74.1K +$77.5K +952 New
BAM
2052
Byrne Asset Management
New Jersey
$73.7K -$24K -295 -24%
LIA
2053
Lynx Investment Advisory
District of Columbia
$73.7K +$77K +946 New
CTB
2054
Country Trust Bank
Illinois
$72.9K +$25.2K +310 +50%
MAM
2055
Meeder Asset Management
Ohio
$72.3K -$177K -2,171 -70%
PWMG
2056
Private Wealth Management Group
New Jersey
$71.8K -$22.3K -274 -23%
OCM
2057
Osterweis Capital Management
California
$71.6K -$108K -1,320 -59%
TFIPS
2058
Towarzystwo Funduszy Inwestycyjnych PZU SA
$71.5K +$4.07K +50 +6%
YAL
2059
Your Advocates Ltd
Texas
$71.2K – – –
MLA
2060
MB, Levis & Associates
Pennsylvania
$70.9K +$326 +4 +0.4%
TIM
2061
Tortoise Investment Management
New York
$68.4K -$22.7K -279 -24%
WB
2062
Webster Bank
Connecticut
$68.3K -$4.07K -50 -5%
KFS
2063
Kelly Financial Services
Massachusetts
$67.6K +$26.1K +321 +59%
TSWM
2064
Tyler-Stone Wealth Management
Ohio
$63.7K -$6.51K -80 -9%
EWP
2065
Elevation Wealth Partners
California
$63K -$12.1K -149 -16%
PGAM
2066
Princeton Global Asset Management
New Jersey
$62.8K – – –
GJWM
2067
Gilliland Jeter Wealth Management
Arkansas
$61.2K +$64K +786 New
KWAG
2068
Kiely Wealth Advisory Group
North Carolina
$61K – – –
MS
2069
Mizuho Securities
Japan
$59.9K +$62.7K +770 New
GEA
2070
Glen Eagle Advisors
New Jersey
$58.8K -$3.83K -47 -6%
CNBTD
2071
Citizens National Bank Trust Department
Mississippi
$58.8K – – –
TCG
2072
Transcendent Capital Group
Oklahoma
$56.6K +$1.14K +14 +2%
PCMC
2073
Planning Capital Management Corporation
Pennsylvania
$55.2K -$40.3K -495 -41%
FMP
2074
Financial Management Professionals
Texas
$55K -$18.6K -229 -25%
CTA
2075
Colonial Trust Advisors
South Carolina
$54.8K -$1.55K -19 -3%