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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
2351
Worth Asset Management
Texas
$450K +$392K +1,721 New
SAM
2352
Simplify Asset Management
Nevada
$450K
TCM
2353
Tufton Capital Management
Maryland
$449K +$57K +250 +17%
TMWM
2354
Taylor & Morgan Wealth Management
Michigan
$448K +$44.2K +194 +13%
QFA
2355
Quantum Financial Advisors
California
$448K -$7.98K -35 -2%
SIC
2356
SJS Investment Consulting
Ohio
$448K -$113K -495 -22%
ML
2357
Mayport LLC
Massachusetts
$448K
AP
2358
Atwood & Palmer
Missouri
$447K
BIG
2359
Builder Investment Group
Georgia
$447K -$2.28K -10 -0.6%
MFG
2360
Monte Financial Group
Connecticut
$446K +$1.37K +6 +0.4%
AWM
2361
Absher Wealth Management
North Carolina
$446K +$5.7K +25 +1%
BCA
2362
Bray Capital Advisors
Florida
$446K
WIM
2363
Warwick Investment Management
Texas
$446K -$289K -1,269 -43%
WCM
2364
Wealthcare Capital Management
Virginia
$445K +$5.25K +23 +1%
WCAMG
2365
Woodard & Company Asset Management Group
North Carolina
$445K -$25.1K -110 -6%
WOSD
2366
WFA of San Diego
California
$445K +$2.05K +9 +0.5%
CASB
2367
Cape Ann Savings Bank
Massachusetts
$444K +$387K +1,697 New
WFA
2368
WMG Financial Advisors
Tennessee
$444K +$684 +3 +0.2%
MWM
2369
Meritas Wealth Management
California
$443K
GB
2370
Goepper Burkhardt
South Carolina
$443K +$5.7K +25 +1%
KCM
2371
Kathmere Capital Management
Pennsylvania
$443K +$102K +446 +36%
SW
2372
SlateStone Wealth
Florida
$443K +$149K +655 +63%
LWM
2373
LongView Wealth Management
Georgia
$442K -$3.42K -15 -0.9%
JCM
2374
Jag Capital Management
Missouri
$440K +$158K +694 +70%
BOH
2375
Bank of Hawaii
Hawaii
$440K -$91.7K -402 -19%