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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1776
Shepherd Financial Partners
Massachusetts
$12.5M -$28.3K -187 -0.2%
DWM
1777
Darwin Wealth Management
Florida
$12.5M -$66.5K -439 -0.6%
MCCP
1778
Mission Creek Capital Partners
California
$12.4M -$100K -663 -0.7%
EWM
1779
EPG Wealth Management
Georgia
$12.4M -$623K -4,111 -4%
SCP
1780
Silverleafe Capital Partners
Tennessee
$12.4M +$87.1K +575 +0.6%
TWMP
1781
Taylor Wealth Management Partners
Massachusetts
$12.4M -$1.09M -7,202 -7%
TCOO
1782
Trust Company of Oklahoma
Oklahoma
$12.4M -$289K -1,910 -2%
W
1783
WealthOne
New York
$12.4M +$334K +2,205 +2%
CBN
1784
Cadence Bank NA
Texas
$12.4M -$135K -894 -1%
CTFG
1785
Capstone Triton Financial Group
Oklahoma
$12.4M -$139K -920 -1%
ATI
1786
Act Two Investors
California
$12.4M -$1.82K -12 -0%
FMB
1787
Field & Main Bank
Kentucky
$12.4M +$1.05M +6,957 +8%
RWA
1788
Roberts Wealth Advisors
California
$12.3M +$209K +1,380 +2%
FWM
1789
Foresight Wealth Management
Utah
$12.3M -$82.4K -544 -0.6%
TI
1790
Truxt Investmentos
Brazil
$12.3M +$13.6M +90,100 New
SWIM
1791
Smallwood Wealth Investment Management
New Jersey
$12.3M +$182K +1,201 +1%
LG
1792
Leuthold Group
Minnesota
$12.3M +$4.8M +31,674 +54%
ORC
1793
O'Rourke & Company
Massachusetts
$12.3M -$40.3K -266 -0.3%
ZIG
1794
Zuckerman Investment Group
Illinois
$12.3M +$550K +3,632 +4%
FDCC
1795
Foster Dykema Cabot & Co
Massachusetts
$12.3M -$1.98M -13,092 -13%
IP
1796
Isthmus Partners
Wisconsin
$12.3M +$133K +881 +1%
LOPW
1797
Live Oak Private Wealth
North Carolina
$12.3M +$745K +4,922 +6%
GCAC
1798
Guardian Capital Advisors (Canada)
Ontario, Canada
$12.2M -$395K -2,608 -3%
MAWCM
1799
Mine & Arao Wealth Creation & Management
California
$12.2M +$898K +5,930 +7%
TWM
1800
Tradition Wealth Management
Minnesota
$12.1M -$371K -2,450 -3%