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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
2501
Pettinga Financial Advisors
Indiana
$297K -$18.1K -315 -6%
LWMG
2502
Levy Wealth Management Group
Pennsylvania
$297K +$230 +4 +0.1%
SAM
2503
Smithbridge Asset Management
Pennsylvania
$297K +$45K +784 +17%
OHIS
2504
Oak Harvest Investment Services
Texas
$294K -$1.81M -31,524 -86%
SAM
2505
SP Asset Management
California
$294K -$13K -226 -4%
WLIM
2506
White Lighthouse Investment Management
Massachusetts
$294K -$5.62K -98 -2%
ACM
2507
AUA Capital Management
Pennsylvania
$294K -$1.66K -29 -0.6%
SIA
2508
SkyView Investment Advisors
New Jersey
$292K – – –
NCM
2509
Noesis Capital Mangement
Florida
$292K +$9.13K +159 +3%
MAA
2510
Mraz Amerine & Associates
California
$291K – – –
MIFH
2511
Migdal Insurance & Financial Holdings
Israel
$291K +$198K +3,445 +196%
QC
2512
QCM Cayman
Texas
$291K +$298K +5,190 New
PG
2513
Pendal Group
Australia
$290K -$282K -4,911 -49%
CPC
2514
Congress Park Capital
New York
$290K – – –
SSWG
2515
Seven Springs Wealth Group
Tennessee
$290K +$65.4K +1,139 +28%
NA
2516
Nottingham Advisors
New York
$289K -$5.51K -96 -2%
TCM
2517
Traynor Capital Management
Pennsylvania
$288K -$21.3K -372 -7%
MF
2518
Montis Financial
Massachusetts
$287K +$30.2K +527 +11%
SAM
2519
Shikiar Asset Management
New York
$286K +$20.1K +350 +7%
MAM
2520
McLean Asset Management
Virginia
$285K -$6.66K -116 -2%
SA
2521
swisspartners Advisors
Switzerland
$285K +$292K +5,090 New
PO
2522
Private Ocean
California
$283K -$25K -435 -8%
AFS
2523
Axiom Financial Strategies
Indiana
$282K +$115 +2 +0%
GSIS
2524
Global Strategic Investment Solutions
Arizona
$282K +$289K +5,030 New
CAM
2525
Concorde Asset Management
Michigan
$281K -$83.1K -1,448 -22%