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Name Holding Trade Value Shares
Change
Change in
Stake
Virginia Wealth Management Group
3651
Virginia Wealth Management Group
Virginia
$6.15M -$3.72K -13 -0.1%
KilterHowling LLC
3652
KilterHowling LLC
Colorado
$6.15M +$1.64M +5,721 +37%
SA
3653
SAM Advisors
California
$6.15M +$65.2K +228 +1%
City National Bank of Florida
3654
City National Bank of Florida
Florida
$6.14M +$1.65M +5,755 +37%
Seneca House Advisors
3655
Seneca House Advisors
Virginia
$6.13M +$245K +858 +4%
Rooted Wealth Advisors
3656
Rooted Wealth Advisors
Illinois
$6.12M +$463K +1,619 +8%
OIA
3657
Oakmont Investment Advisors
Pennsylvania
$6.12M +$473K +1,655 +8%
Fund Advisors of America Inc
3658
Fund Advisors of America Inc
Florida
$6.1M -$278K -971 -4%
BCM
3659
Berbice Capital Management
New York
$6.09M – – –
Financial Plan Inc
3660
Financial Plan Inc
Washington
$6.09M -$407K -1,424 -6%
Proffitt & Goodson
3661
Proffitt & Goodson
Tennessee
$6.09M +$91K +318 +2%
SWP Investment Management
3662
SWP Investment Management
Ohio
$6.09M +$223K +780 +4%
Mitsubishi UFJ Asset Management (UK)
3663
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$6.08M -$2M -7,000 -25%
Viking Fund Management
3664
Viking Fund Management
North Dakota
$6.08M – – –
Wealth Advisors of Iowa
3665
Wealth Advisors of Iowa
Iowa
$6.07M -$7.15K -25 -0.1%
Austin Wealth Management
3666
Austin Wealth Management
Texas
$6.06M -$87.5K -306 -2%
StoryOne LLC
3667
StoryOne LLC
Kansas
$6.06M +$5.99M +20,930 New
Collaborative Wealth Management
3668
Collaborative Wealth Management
Florida
$6.05M -$43.2K -151 -0.7%
Measured Wealth Private Client Group
3669
Measured Wealth Private Client Group
New Hampshire
$6.04M +$35.8K +125 +0.6%
Phillips Financial Management
3670
Phillips Financial Management
Indiana
$6.04M -$179K -625 -3%
Red Mountain Financial
3671
Red Mountain Financial
Colorado
$6.03M +$73.5K +257 +1%
Oak Family Advisors
3672
Oak Family Advisors
Illinois
$6.03M -$210K -733 -3%
NIA Impact Advisors
3673
NIA Impact Advisors
California
$6.03M -$2.47M -8,637 -29%
WPWealth
3674
WPWealth
Texas
$6.02M -$1.73M -6,055 -23%
SPI
3675
Sutton Place Investors
New York
$6.02M -$22.3K -78 -0.4%