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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2276
MBE Wealth Management
Wisconsin
$347K +$340K +11,761 New
CA
2277
CapWealth Advisors
Tennessee
$346K – – –
NWA
2278
New World Advisors
Massachusetts
$346K – – –
ACM
2279
Ashford Capital Management
Delaware
$346K +$3.46K +120 +1%
DA
2280
Doliver Advisors
Texas
$345K -$87.3K -3,022 -21%
CM
2281
Columbus Macro
Pennsylvania
$344K +$336K +11,651 New
PFS
2282
Physicians Financial Services
North Carolina
$343K -$3.81K -132 -1%
MFGP
2283
Marshall Financial Group (Pennsylvania)
Pennsylvania
$343K +$29 +1 +0%
TWM
2284
Titus Wealth Management
California
$340K -$23.7K -822 -7%
FVWA
2285
Foster Victor Wealth Advisors
South Carolina
$340K +$331K +11,450 New
WG
2286
Watchman Group
Texas
$340K +$332K +11,504 New
PIG
2287
Pantheon Investment Group
California
$340K +$333K +11,519 New
DCM
2288
Dimension Capital Management
Florida
$338K -$41.4K -1,435 -11%
BFA
2289
Brendel Financial Advisors
New Hampshire
$337K -$32.6K -1,130 -9%
BMCM
2290
Bryn Mawr Capital Management
Pennsylvania
$336K +$74.2K +2,568 +29%
HI
2291
Hendershot Investments
Virginia
$335K -$6.53K -226 -2%
WA
2292
WP Advisors
California
$335K +$5.95K +206 +2%
RTS
2293
Round Table Services
New Jersey
$330K -$20K -691 -6%
BCWM
2294
Blue Chip Wealth Management
Florida
$330K +$289 +10 +0.1%
SDH
2295
Sloy Dahl & Holst
Washington
$330K +$323K +11,190 New
IGGA
2296
Iron Gate Global Advisors
Utah
$330K +$323K +11,192 New
BSPF
2297
British Steel Pension Fund
United Kingdom
$329K – – –
CWM
2298
Confluence Wealth Management
Oregon
$329K – – –
ACM
2299
Adalta Capital Management
New York
$328K – – –
HA
2300
Hamel Associates
New Jersey
$327K – – –