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Name Holding Trade Value Shares
Change
Change in
Stake
GA
2901
Goldstein Advisors
Wisconsin
$619K -$24.2K -98 -4%
TCM
2902
Towercrest Capital Management
Pennsylvania
$619K +$5.67K +23 +1%
Capstone Investment Advisors
2903
Capstone Investment Advisors
New York
$618K -$5.81M -23,587 -91%
PCMF
2904
Private Capital Management (Florida)
Florida
$617K
TRIA
2905
Trail Ridge Investment Advisors
Colorado
$617K -$22.7K -92 -4%
RWM
2906
Revisor Wealth Management
Ohio
$616K -$414K -1,680 -42%
RW
2907
Rede Wealth
Virginia
$616K
MSCM
2908
McElhenny Sheffield Capital Management
Texas
$614K -$39.2K -159 -6%
TWP
2909
Tower Wealth Partners
Pennsylvania
$614K -$27.4K -111 -4%
TC
2910
TAGStone Capital
North Carolina
$613K +$986 +4 +0.2%
CWS
2911
Cypress Wealth Services
California
$613K +$14K +57 +2%
WAM
2912
Winslow Asset Management
Ohio
$612K
AWAG
2913
ARS Wealth Advisors Group
Florida
$607K +$28.1K +114 +5%
PHWM
2914
Pine Harbor Wealth Management
Maryland
$604K +$572K +2,319 New
TCM
2915
Tandem Capital Management
New Jersey
$601K -$3.7K -15 -0.6%
BAM
2916
Bellevue Asset Management
Washington
$600K -$8.87K -36 -2%
SWM
2917
Silverlake Wealth Management
Vermont
$599K +$34K +138 +6%
MFWP
2918
Mosaic Family Wealth Partners
Missouri
$598K +$206K +834 +57%
BCM
2919
BluePath Capital Management
Georgia
$598K +$75.9K +308 +16%
FPB
2920
First PREMIER Bank
South Dakota
$596K +$21.2K +86 +4%
RA
2921
Ruggaard & Associates
Ohio
$595K +$7.64K +31 +1%
GCM
2922
Gator Capital Management
Florida
$595K
MAM
2923
Milestone Asset Management
Pennsylvania
$592K +$13.1K +53 +2%
SOW
2924
State of Wyoming
Wyoming
$591K +$38K +154 +7%
Financial Engines Advisors
2925
Financial Engines Advisors
California
$591K +$129K +523 +30%