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Name Holding Trade Value Shares
Change
Change in
Stake
SCI
2501
Silver Coast Investments
United States
$242K +$57.6K +631 +31%
SCA
2502
Sulzberger Capital Advisors
Florida
$242K – – –
PMFA
2503
Plante Moran Financial Advisors
Michigan
$242K -$135K -1,476 -36%
MWP
2504
Madison Wealth Partners
Wisconsin
$241K +$24.1K +264 +11%
SRC
2505
Sage Rhino Capital
California
$241K -$15.6K -171 -6%
SW
2506
SkyOak Wealth
Michigan
$241K – – –
PMG
2507
ProVise Management Group
Florida
$240K -$6.66K -73 -3%
CKAIS
2508
Christensen King & Associates Investment Services
Washington
$240K – – –
FFG
2509
Frisch Financial Group
New York
$240K +$821 +9 +0.3%
WFG
2510
Wormser Freres Gestion
France
$240K -$110K -1,208 -32%
SWM
2511
Sterling Wealth Management
Illinois
$240K -$365 -4 -0.2%
CNB
2512
Camden National Bank
Maine
$240K -$5.48K -60 -2%
EMAM
2513
Encompass More Asset Management
California
$239K +$8.67K +95 +4%
OWA
2514
One Wealth Advisors
California
$238K -$1.28K -14 -0.5%
TWM
2515
Thrive Wealth Management
Pennsylvania
$238K -$57.6K -631 -19%
AIC
2516
Argus Investors Counsel
New York
$238K +$46.4K +508 +24%
EA
2517
Enclave Advisors
Texas
$238K -$10.6K -116 -4%
CM
2518
Cercano Management
Washington
$237K – – –
API
2519
Asset Planning Inc
California
$236K -$18.8K -206 -7%
CWMK
2520
Caliber Wealth Management (Kansas)
Kansas
$236K +$238K +2,605 New
CWA
2521
Consilio Wealth Advisors
Washington
$236K +$238K +2,604 New
STFP
2522
Signal Tree Financial Partners
Ohio
$236K +$1.09K +12 +0.5%
BFS
2523
BridgePort Financial Solutions
Iowa
$236K -$1.55K -17 -0.6%
AP
2524
Advisortrust Partners
North Carolina
$235K +$35.4K +388 +18%
GWM
2525
Gilpin Wealth Management
Colorado
$235K – – –