Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2451
Sculati Wealth Management
Michigan
$260K +$248K +738 New
WBCM
2452
Wilson & Boucher Capital Management
California
$259K +$247K +735 New
RC
2453
Rovin Capital
Arizona
$258K -$15.1K -45 -6%
T
2454
TrueFG
Texas
$257K +$1.01K +3 +0.4%
FEM
2455
Fulcrum Equity Management
Texas
$257K +$244K +729 New
KNW
2456
Kesler Norman & Wride
Utah
$257K +$244K +729 New
CPA
2457
Capital Performance Advisors
California
$257K +$312K +930 New
OHIS
2458
Oak Harvest Investment Services
Texas
$256K -$59.4K -177 -20%
BRM
2459
Boston Research & Management
Massachusetts
$256K +$244K +729 New
ODG
2460
O'Dell Group
Ohio
$255K +$15.1K +45 +7%
LSV Asset Management
2461
LSV Asset Management
Illinois
$254K – – –
APA
2462
Astoria Portfolio Advisors
New York
$254K +$241K +720 New
BBPWM
2463
Blue Bell Private Wealth Management
Pennsylvania
$254K +$241K +720 New
CCM
2464
Crew Capital Management
Ohio
$254K +$241K +720 New
YMRC
2465
Yorktown Management & Research Company
Virginia
$254K +$241K +720 New
IWN
2466
Independent Wealth Network
Iowa
$253K -$4.03K -12 -2%
ASI
2467
Advisory Services & Investments
Oregon
$252K +$239K +714 New
JA
2468
JVL Associates
Michigan
$252K +$239K +714 New
WFA
2469
WMG Financial Advisors
Tennessee
$250K +$237K +708 New
GFP
2470
Guardian Financial Partners
California
$250K +$238K +711 New
LRWA
2471
Long Run Wealth Advisors
New York
$250K +$238K +711 New
WMS
2472
Wealth Management Solutions
Pennsylvania
$249K +$237K +708 New
TVWM
2473
Tower View Wealth Management
Wisconsin
$248K – – –
OCPWS
2474
One Charles Private Wealth Services
Massachusetts
$248K +$236K +705 New
SFP
2475
Sweet Financial Partners
Minnesota
$248K +$236K +705 New