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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2501
Shakespeare Wealth Management
Wisconsin
$210K -$15.8K -262 -7%
HIM
2502
Hanlon Investment Management
New Jersey
$210K +$207K +3,427 New
GGI
2503
Godsey & Gibb Inc
Virginia
$209K -$3.26K -54 -2%
AWA
2504
Alaska Wealth Advisors
Alaska
$209K +$205K +3,405 New
BFIC
2505
Bedell Frazier Investment Counselling
California
$208K
PAS
2506
Professional Advisory Services
Florida
$207K -$8.45K -140 -4%
BFP
2507
Briaud Financial Planning
Texas
$204K +$200K +3,317 New
BSPF
2508
British Steel Pension Fund
United Kingdom
$199K
CWM
2509
Cedar Wealth Management
California
$195K -$5.37K -89 -3%
SC
2510
Steph & Co
Wisconsin
$195K +$192K +3,175 New
BCM
2511
Blume Capital Management
California
$194K
Credit Agricole
2512
Credit Agricole
France
$187K
TWP
2513
TFO Wealth Partners
Ohio
$187K +$184K +3,047 New
TFA
2514
Tobias Financial Advisors
Florida
$185K +$182K +3,018 New
HIM
2515
Hillsdale Investment Management
Ontario, Canada
$183K
BCM
2516
Brooktree Capital Management
Michigan
$180K +$176K +2,924 New
SQA
2517
Simon Quick Advisors
New Jersey
$176K +$55.7K +923 +48%
PFO
2518
Pathstone Family Office
New Jersey
$176K -$26.8K -445 -13%
MWP
2519
Meridian Wealth Partners
Pennsylvania
$166K +$163K +2,700 New
HI
2520
Hoey Investments
Pennsylvania
$165K +$162K +2,690 New
HWM
2521
Holloway Wealth Management
Florida
$162K
LWA
2522
Lowe Wealth Advisors
Maryland
$161K
PVH
2523
Psagot Value Holdings
Israel
$160K +$157K +2,600 New
AP
2524
Americana Partners
Texas
$158K +$156K +2,584 New
WPA
2525
West Paces Advisors
Georgia
$157K +$35.3K +586 +30%