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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
3026
Carrera Capital Advisors
Michigan
$271K +$261K +532 New
FA
3027
Fermata Advisors
California
$271K -$82.3K -168 -24%
CCM
3028
Crew Capital Management
Ohio
$270K
WIM
3029
Warwick Investment Management
Texas
$270K +$260K +531 New
WWM
3030
Waterway Wealth Management
Texas
$270K +$260K +530 New
SCM
3031
Saxony Capital Management
Missouri
$270K +$8.82K +18 +4%
FPFS
3032
First Personal Financial Services
North Carolina
$270K
KCIC
3033
Kuhn & Co Investment Counsel
Illinois
$269K +$1.47K +3 +0.6%
ICM
3034
Intrepid Capital Management
Florida
$269K +$19.6K +40 +8%
FWM
3035
Focused Wealth Management
New York
$269K
RFA
3036
Rollins Financial Advisors
New York
$268K
LF
3037
LifeSteps Financial
California
$268K
BSHC
3038
Breed's Hill Capital
Massachusetts
$267K +$20.1K +41 +8%
SL
3039
Sentry LLC
Tennessee
$267K
HFRG
3040
Houlihan Financial Resource Group
Virginia
$267K
PCA
3041
Peddock Capital Advisors
Massachusetts
$267K -$61.3K -125 -19%
WP
3042
WealthPLAN Partners
Nebraska
$266K -$11.3K -23 -4%
TC
3043
Truvestments Capital
Florida
$266K +$256K +523 New
IPW
3044
Invictus Private Wealth
Colorado
$265K -$66.2K -135 -21%
FHWM
3045
Fox Hill Wealth Management
Massachusetts
$265K -$170K -346 -40%
S
3046
Sachetta
Massachusetts
$264K +$980 +2 +0.4%
PBC
3047
Pavion Blue Capital
California
$264K
NAMNJ
3048
NorthStar Asset Management (New Jersey)
New Jersey
$263K -$17.6K -36 -7%
CWA
3049
Clarity Wealth Advisors
California
$263K -$7.84K -16 -3%
FP
3050
Foundry Partners
Minnesota
$262K