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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
3101
Beam Wealth Advisors
Louisiana
$322K +$5.77K +24 +2%
MIM
3102
Martin Investment Management
Florida
$322K -$3.85K -16 -1%
NIC
3103
Northwest Investment Counselors
Oregon
$322K +$8.65K +36 +3%
TA
3104
Townsend & Associates
Colorado
$321K -$1.33M -5,533 -80%
MWP
3105
Meridian Wealth Partners
Pennsylvania
$320K +$6.49K +27 +2%
KA
3106
Kure Advisory
Minnesota
$320K +$335K +1,392 New
GWM
3107
Greenwich Wealth Management
Connecticut
$320K -$4.81K -20 -1%
LJHT
3108
Laurie J. Hall Trustee
$320K
GFG
3109
Goldstone Financial Group
Illinois
$319K -$18.3K -76 -5%
BG
3110
Benedetti & Gucer
Georgia
$318K -$12K -50 -3%
CCP
3111
Carmel Capital Partners
California
$318K +$110K +458 +50%
III
3112
Independent Investors Inc
New York
$317K -$2.16K -9 -0.6%
FC
3113
Fusion Capital
South Carolina
$316K +$240 +1 +0.1%
KPWG
3114
KFA Private Wealth Group
Virginia
$316K +$8.41K +35 +3%
SPWM
3115
Spartan Planning & Wealth Management
North Carolina
$316K +$330K +1,372 New
WFA
3116
WestHill Financial Advisors
California
$315K +$14.9K +62 +5%
FZCM
3117
Flynn Zito Capital Management
New York
$314K -$4.33K -18 -1%
AFS
3118
Annapolis Financial Services
Maryland
$313K +$18.5K +77 +6%
OPOWM
3119
One Plus One Wealth Management
Florida
$313K +$240 +1 +0.1%
EWS
3120
Evergreen Wealth Solutions
Pennsylvania
$313K -$13K -54 -4%
WCAMG
3121
Woodard & Company Asset Management Group
North Carolina
$312K +$66.6K +277 +26%
CL
3122
CIM LLC
New York
$311K -$18.3K -76 -5%
OCM
3123
Orser Capital Management
Texas
$311K
KA
3124
Kercheville Advisors
Texas
$311K
AIIMS
3125
Analyst IMS Investment Management Services
Israel
$310K