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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
4201
Blume Capital Management
California
$109K +$6.65K +15 +7%
FPF
4202
First Pacific Financial
Washington
$108K +$14.6K +33 +16%
OAJ
4203
Ogorek Anthony Joseph
New York
$108K -$13.7K -31 -11%
SWIM
4204
Smallwood Wealth Investment Management
New Jersey
$108K -$35.5K -80 -25%
WA
4205
Walsh & Associates
Florida
$107K +$106K +239 New
OCM
4206
Orion Capital Management
California
$107K +$5.32K +12 +5%
TIM
4207
Thompson Investment Management
Wisconsin
$106K – – –
TM
4208
Torren Management
California
$104K +$103K +232 New
DFA
4209
DHJJ Financial Advisors
Illinois
$104K – – –
AEPWM
4210
Atlantic Edge Private Wealth Management
Florida
$102K +$19.9K +45 +25%
BMC
4211
Bear Mountain Capital
Washington
$102K -$443 -1 -0.4%
AP
4212
Aspect Partners
Virginia
$101K +$11.1K +25 +13%
SG
4213
Sankala Group
Colorado
$101K +$111K +251 New
Beutel, Goodman & Co
4214
Beutel, Goodman & Co
Ontario, Canada
$101K – – –
DRP
4215
Decker Retirement Planning
Utah
$100K +$30.6K +69 +45%
AWA
4216
American Wealth Advisors
Georgia
$99.4K +$4.43K +10 +5%
TVWM
4217
Tower View Wealth Management
Wisconsin
$98.9K – – –
RF
4218
Robinswood Financial
Washington
$98.9K +$18.6K +42 +24%
NWMP
4219
Noble Wealth Management PBC
Colorado
$98.9K +$97.5K +220 New
RWS
4220
Retirement Wealth Solutions
Wisconsin
$97.1K – – –
RCM
4221
Richardson Capital Management
Wisconsin
$96.2K – – –
NL
4222
NorthAvenue LLC
Ohio
$95.3K +$94K +212 New
PCA
4223
PMV Capital Advisers
Texas
$93.1K – – –
SR
4224
Syntax Research
Florida
$92.2K – – –
UIA
4225
Ulland Investment Advisors
Minnesota
$92K -$19.9K -45 -18%