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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
2776
Gould Asset Management
California
$274K +$279K +810 New
CWM
2777
Centric Wealth Management
Illinois
$273K -$71.9K -209 -24%
WFM
2778
Wolff Financial Management
Michigan
$273K
CAM
2779
Capco Asset Management
Florida
$273K +$151K +439 +119%
IP
2780
Isthmus Partners
Wisconsin
$273K
WIA
2781
Westbourne Investment Advisors
Maryland
$272K
TWM
2782
TriaGen Wealth Management
California
$272K -$82.6K -240 -23%
WA
2783
WealthTrust Axiom
Pennsylvania
$272K +$20.6K +60 +8%
WP
2784
WealthShield Partners
North Carolina
$271K +$14.5K +42 +6%
DP
2785
DDD Partners
Washington
$271K +$16.5K +48 +6%
DA
2786
Drake & Associates
Wisconsin
$271K +$31K +90 +13%
SWG
2787
Summit Wealth Group
Vermont
$271K +$276K +802 New
OCM
2788
Osbon Capital Management
Massachusetts
$271K
GA
2789
Gordian Advisors
Arizona
$270K
PA
2790
Perennial Advisors
New York
$270K
FWM
2791
Fonville Wealth Management
Virginia
$270K +$275K +799 New
I
2792
INVST
Indiana
$270K -$6.88K -20 -2%
ProShare Advisors
2793
ProShare Advisors
Maryland
$270K +$10.3K +30 +4%
JWS
2794
Juncture Wealth Strategies
Arizona
$270K +$22.4K +65 +9%
DM
2795
Diversified Management
Wisconsin
$269K +$274K +797 New
PA
2796
PFW Advisors
Georgia
$269K +$274K +796 New
SWM
2797
Scissortail Wealth Management
Oklahoma
$267K +$14.1K +41 +5%
UWM
2798
USAdvisors Wealth Management
Minnesota
$267K +$9.64K +28 +3%
FLP
2799
Financial Life Planners
Arizona
$266K +$8.95K +26 +3%
FFA
2800
Fi3 Financial Advisors
Indiana
$265K -$88.1K -256 -25%