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Name Holding Trade Value Shares
Change
Change in
Stake
CD
1326
Chapin Davis
Maryland
$377K
GIM
1327
Groesbeck Investment Management
New Jersey
$377K -$179K -1,000 -30%
SAM
1328
Secure Asset Management
Michigan
$374K +$117K +654 +40%
MP
1329
Moment Partners
California
$374K +$410K +2,295 New
MWA
1330
Meridian Wealth Advisors
Texas
$373K
DO
1331
denkapparat Operations
Germany
$373K +$409K +2,288 New
TPI
1332
Trust Point Inc
Wisconsin
$372K -$65.3K -365 -14%
OL
1333
one8zero8 LLC
North Carolina
$368K +$404K +2,260 New
DTC
1334
Davidson Trust Company
Washington
$368K
SW
1335
SteelPeak Wealth
California
$368K +$404K +2,257 New
AWM
1336
AE Wealth Management
Kansas
$368K -$4.59M -25,668 -92%
FAM
1337
Fenimore Asset Management
New York
$365K -$1.61K -9 -0.4%
SHFA
1338
SC&H Financial Advisors
Maryland
$365K -$65.8K -368 -14%
FAM
1339
Fairtree Asset Management
South Africa
$365K +$400K +2,238 New
LAS
1340
LWM Advisory Services
Florida
$363K -$11.4K -64 -3%
HWAM
1341
Hennion & Walsh Asset Management
New Jersey
$363K -$4.83K -27 -1%
SCM
1342
Sterneck Capital Management
Missouri
$362K +$42.9K +240 +12%
1WM
1343
1858 Wealth Management
Ohio
$362K +$77.8K +435 +24%
IFS
1344
Ifrah Financial Services
Arkansas
$362K -$8.41K -47 -2%
LRPA
1345
L. Roy Papp & Associates
Arizona
$362K
FC
1346
Forte Capital
New York
$360K +$26.5K +148 +7%
PP
1347
PDS Planning
Ohio
$360K +$5.01K +28 +1%
BMO
1348
Beck Mack & Oliver
New York
$359K +$394K +2,205 New
GLF
1349
Groupe la Francaise
France
$357K +$1.49M +8,321 New
RPCONE
1350
Retirement Planning Company of New England
Rhode Island
$357K +$62.4K +349 +19%