Name Holding Trade Value Shares
Change
Change in
Stake
CC
2901
Capital Counsel
New York
$236K – – –
OA
2902
Oasis Advisors
Iowa
$235K +$240K +696 New
FC
2903
Financial Council
Maryland
$235K – – –
TCMP
2904
Thrive Capital Management (Pennsylvania)
Pennsylvania
$235K -$144K -418 -38%
EIC
2905
Equity Investment Corp
Georgia
$234K – – –
WH
2906
Wallace Hart
Kentucky
$234K – – –
HCM
2907
Hutchinson Capital Management
California
$234K – – –
PB
2908
Pinnacle Bancorp
Nebraska
$233K – – –
EFG
2909
Ehrlich Financial Group
California
$233K +$237K +690 New
NWMG
2910
National Wealth Management Group
Ohio
$233K -$158K -458 -40%
ITIM
2911
Indiana Trust & Investment Management
Indiana
$233K – – –
AA
2912
ACT Advisors
North Carolina
$233K +$237K +688 New
GWM
2913
GDS Wealth Management
Texas
$231K -$12.7K -37 -5%
DI
2914
Diligent Investors
California
$231K – – –
CA
2915
CGN Advisors
Kansas
$231K +$1.38K +4 +0.6%
EFG
2916
Embree Financial Group
Illinois
$231K +$236K +685 New
CWA
2917
Consilium Wealth Advisory
Texas
$231K +$235K +683 New
NWA
2918
Navis Wealth Advisors
New York
$230K -$77.1K -224 -25%
FPW
2919
Fairvoy Private Wealth
Alabama
$230K +$6.88K +20 +3%
JWM
2920
Jessup Wealth Management
Ohio
$230K +$4.82K +14 +2%
VARA
2921
Value Aligned Research Advisors
New Jersey
$230K – – –
V
2922
ViaWealth
Kansas
$230K – – –
AOWM
2923
Alpha Omega Wealth Management
Virginia
$230K +$234K +680 New
CAWM
2924
Capital Advisors Wealth Management
Washington
$230K +$234K +680 New
PSA
2925
Plum Street Advisors
Louisiana
$229K – – –