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Name Holding Trade Value Shares
Change
Change in
Stake
BPMC
3726
Buckland Partners Management Co
New York
$315K +$310K +700 New
WPA
3727
Wealth Preservation Advisors
Tennessee
$314K +$53.2K +120 +21%
ACM
3728
Armbruster Capital Management
New York
$314K +$22.2K +50 +8%
EPW
3729
Elevated Private Wealth
Wisconsin
$314K +$310K +699 New
OPA
3730
Old Port Advisors
Maine
$314K -$30.6K -69 -9%
MP
3731
Moment Partners
California
$314K +$12.4K +28 +4%
W
3732
WPWealth
Texas
$313K -$56.3K -127 -15%
KCM
3733
Kanawha Capital Management
Virginia
$313K +$10.2K +23 +3%
TFO
3734
Tarbox Family Office
California
$313K -$80.7K -182 -21%
HTIM
3735
Harbour Trust & Investment Management
Indiana
$313K -$22.2K -50 -7%
PPW
3736
PACK Private Wealth
Minnesota
$312K -$6.65K -15 -2%
PGAM
3737
Princeton Global Asset Management
New Jersey
$312K -$4.43K -10 -1%
NB
3738
Nicolet Bankshares
Wisconsin
$312K +$77.1K +174 +34%
OPCM
3739
Osborne Partners Capital Management
California
$311K -$48.8K -110 -14%
BFG
3740
Birch Financial Group
New Hampshire
$311K +$47.9K +108 +18%
FC
3741
FCA Corp
Texas
$311K -$11.1K -25 -3%
IPW
3742
IronBridge Private Wealth
Texas
$311K
DBIA
3743
Dumont & Blake Investment Advisors
New Jersey
$310K +$21.7K +49 +8%
GCM
3744
Gunpowder Capital Management
Maryland
$310K +$305K +689 New
Members Trust
3745
Members Trust
Florida
$310K +$84.7K +191 +38%
PPP
3746
Prism Planning Partners
Illinois
$309K +$305K +688 New
ORC
3747
O'Rourke & Company
Massachusetts
$309K +$15.5K +35 +5%
RPGNY
3748
Retirement Planning Group (New York)
New York
$309K +$887 +2 +0.3%
LSL
3749
Legacy Solutions LLC
Pennsylvania
$309K +$8.87K +20 +3%
WRM
3750
Weybosset Research & Management
Rhode Island
$308K