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Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
1251
Wilmington Savings Fund Society
Delaware
$330K -$9.65K -76 -2%
KC
1252
Kingfisher Capital
North Carolina
$328K -$762 -6 -0.2%
JWM
1253
Jeppson Wealth Management
California
$326K -$122K -962 -25%
FP
1254
Financial Perspectives
Minnesota
$325K +$127 +1 +0%
PWM
1255
Peterson Wealth Management
Nevada
$325K -$258K -2,030 -41%
CIC
1256
Carnegie Investment Counsel
Ohio
$324K -$783K -6,164 -68%
BFIM
1257
Beese Fulmer Investment Management
Ohio
$324K
GAG
1258
GM Advisory Group
New York
$324K -$52.8K -416 -12%
BHA
1259
Beech Hill Advisors
New York
$321K
CWM
1260
C2C Wealth Management
Arizona
$320K -$6.35K -50 -2%
MHR
1261
Matthew Hamilton Rosenberg
$320K -$48.2K -380 -12%
BCM
1262
Brown Capital Management
Maryland
$319K
WMA
1263
Wealth Management Associates
New Jersey
$319K +$60.3K +475 +20%
FFA
1264
Farther Finance Advisors
California
$318K +$78.3K +617 +27%
NFSG
1265
Newbridge Financial Services Group
Florida
$318K +$77.4K +610 +27%
VWM
1266
Vigilare Wealth Management
Arizona
$316K -$7.87K -62 -2%
BAM
1267
Belpointe Asset Management
Nevada
$316K +$67K +528 +23%
WAAG
1268
Wealth Alliance Advisory Group
Kansas
$315K +$8.13K +64 +2%
VHAM
1269
Van Hulzen Asset Management
California
$315K -$22.2K -175 -6%
EFMC
1270
Empire Financial Management Company
New York
$314K -$632K -4,980 -64%
ACA
1271
Atlas Capital Advisors
Wyoming
$314K
FFS
1272
Founders Financial Securities
Maryland
$314K +$360K +2,837 New
DI
1273
DFPG Investments
Utah
$313K -$121K -952 -25%
ESCM
1274
Echo Street Capital Management
New York
$312K -$299K -2,354 -45%
MWA
1275
Monograph Wealth Advisors
California
$312K