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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
2301
Martin Investment Management
Florida
$891K -$106K -260 -12%
SWM
2302
SHP Wealth Management
Massachusetts
$890K +$27.6K +68 +4%
TNA
2303
True North Advisors
Texas
$887K +$18.3K +45 +2%
FM
2304
Foster & Motley
Ohio
$887K -$51.9K -128 -6%
EWA
2305
Evolution Wealth Advisors
Florida
$884K +$752K +1,852 New
PCM
2306
Park Capital Management
Wisconsin
$884K -$75.9K -187 -9%
CNBOF
2307
City National Bank of Florida
Florida
$880K +$224K +552 +43%
HP
2308
Haven Private
Florida
$878K +$11.8K +29 +2%
BWP
2309
Bernardo Wealth Planning
Pennsylvania
$877K – – –
SFO
2310
Stokes Family Office
Louisiana
$876K -$326K -804 -30%
M
2311
Mirova
France
$874K +$76.7K +189 +12%
JFGIW
2312
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$874K -$291K -716 -28%
ATI
2313
ARK & TLK Investments
Oklahoma
$874K – – –
EFG
2314
Elm3 Financial Group
Georgia
$873K -$2.84K -7 -0.4%
DP
2315
DDD Partners
Washington
$873K +$416K +1,026 +128%
SIS
2316
Sound Income Strategies
Florida
$873K +$187K +460 +34%
LRIA
2317
Leonard Rickey Investment Advisors
Washington
$872K -$15.4K -38 -2%
W
2318
WorthPointe
California
$871K -$42.6K -105 -5%
LWM
2319
LJI Wealth Management
Indiana
$870K +$116K +285 +19%
PCM
2320
Pincus Capital Management
New York
$869K – – –
LCM
2321
Lazari Capital Management
California
$867K -$812 -2 -0.1%
NFG
2322
Nadler Financial Group
Illinois
$866K +$83.2K +205 +13%
SWM
2323
StoneCrest Wealth Management
Arizona
$865K +$227K +559 +45%
MPPHD
2324
Maloon Powers Pitre Higgins & Dennehy
California
$864K +$734K +1,809 New
SAM
2325
Stansberry Asset Management
Texas
$863K -$7.71K -19 -1%