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Name Holding Trade Value Shares
Change
Change in
Stake
FNBOMD
1101
First National Bank of Mount Dora
Florida
$301K -$10.1K -132 -3%
AG
1102
Advocate Group
Minnesota
$301K
LCM
1103
Liberty Capital Management
Michigan
$300K
IIA
1104
ICW Investment Advisors
Arizona
$300K +$536 +7 +0.2%
FFWA
1105
FRG Family Wealth Advisors
Washington
$298K
GLA
1106
Great Lakes Advisors
Illinois
$298K -$26.7K -349 -8%
MC
1107
Mathes Company
New York
$298K
FFG
1108
Fortem Financial Group
California
$296K +$10.4K +136 +4%
BWM
1109
BankPlus Wealth Management
Mississippi
$296K +$296K +3,870 New
ONST
1110
Old North State Trust
North Carolina
$294K
GL
1111
Graypoint LLC
New York
$293K -$20.2K -264 -6%
PGIM
1112
Pacific Global Investment Management
California
$293K -$6.26M -81,777 -96%
IC
1113
Iconiq Capital
California
$293K +$293K +3,829 New
CST
1114
Charles Schwab Trust
Nevada
$291K
RWPA
1115
Richard W. Paul & Associates
Michigan
$289K -$15.3K -200 -5%
FFN
1116
Focus Financial Network
Minnesota
$289K -$91.5K -1,195 -24%
HCM
1117
Hengehold Capital Management
Ohio
$288K
CPA
1118
Capital Planning Advisors
California
$287K +$1.61K +21 +0.6%
RWM
1119
Revisor Wealth Management
Ohio
$286K -$131K -1,710 -31%
SFS
1120
Stiles Financial Services
Minnesota
$286K -$8.8K -115 -3%
WFAG
1121
Wescott Financial Advisory Group
Pennsylvania
$285K +$6.05K +79 +2%
ECM
1122
Elgethun Capital Management
South Dakota
$285K +$1.91K +25 +0.7%
PVI
1123
Pine Valley Investments
New Jersey
$284K -$28.9K -378 -9%
PJWM
1124
Philip James Wealth Mangement
Georgia
$284K +$536 +7 +0.2%
SWM
1125
Spire Wealth Management
Virginia
$283K +$7.2K +94 +3%