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Name Holding Trade Value Shares
Change
Change in
Stake
KW
3751
KWB Wealth
California
$1.51M -$361K -2,529 -18%
ACM
3752
Analog Century Management
New York
$1.51M +$1.66M +11,630 New
BWM
3753
BlackDiamond Wealth Management
New York
$1.5M +$96.9K +678 +6%
RIP
3754
RAM Investment Partners
Washington
$1.5M +$1.65M +11,519 New
SG
3755
Strid Group
Pennsylvania
$1.5M
BIP
3756
Blueprint Investment Partners
North Carolina
$1.49M -$12.3M -86,351 -88%
LRIA
3757
Leonard Rickey Investment Advisors
Washington
$1.49M -$77.3K -541 -4%
HP
3758
HT Partners
Connecticut
$1.49M -$3K -21 -0.2%
T
3759
TRUADVICE
Florida
$1.49M +$154K +1,078 +11%
HKIMG
3760
Hutchens & Kramer Investment Management Group
Indiana
$1.49M +$13.9K +97 +0.9%
CCM
3761
Corsair Capital Management
New York
$1.48M -$888K -6,212 -35%
MWC
3762
MBM Wealth Consultants
Missouri
$1.48M +$82.2K +575 +5%
SW
3763
SMART Wealth
Nebraska
$1.48M +$1.63M +11,417 New
SIA
3764
Sage Investment Advisers
New York
$1.48M +$2.29K +16 +0.1%
TAM
3765
Tealwood Asset Management
Minnesota
$1.48M -$76.9K -538 -5%
EW
3766
Element Wealth
Mississippi
$1.48M -$57.3K -401 -3%
HKAM
3767
Horizon Kinetics Asset Management
New York
$1.47M -$48.2K -337 -3%
NPI
3768
New Perspectives Inc
Mississippi
$1.47M +$715 +5 +0%
C1AG
3769
Client 1st Advisory Group
Florida
$1.47M +$143K +1,001 +10%
CIA
3770
Compass Ion Advisors
Pennsylvania
$1.47M -$51.3K -359 -3%
Cohen & Steers
3771
Cohen & Steers
New York
$1.47M
WCM
3772
Wallace Capital Management
Texas
$1.47M +$100K +700 +7%
AC
3773
AWM Capital
Arizona
$1.47M -$42K -294 -3%
PBC
3774
Pavion Blue Capital
California
$1.46M -$27.2K -190 -2%
DSCM
3775
Del-Sette Capital Management
New York
$1.46M -$338K -2,366 -17%