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Name Holding Trade Value Shares
Change
Change in
Stake
C
1651
Cerebellum
California
$189K +$49.3K +818 +35%
BWP
1652
Baldwin Wealth Partners
Massachusetts
$182K
THWM
1653
Taylor Hoffman Wealth Management
Virginia
$180K +$76.8K +1,275 +73%
NWM
1654
Northwest Wealth Management
Iowa
$179K +$180K +2,986 New
MGIA
1655
Moneta Group Investment Advisors
Missouri
$176K +$6.99K +116 +4%
GTAM
1656
Global Trust Asset Management
Florida
$174K -$181K -2,999 -51%
SIA
1657
SeaBridge Investment Advisors
New Jersey
$172K
AWM
1658
Aevitas Wealth Management
Massachusetts
$171K +$3.25K +54 +2%
GCM
1659
Gables Capital Management
Florida
$170K +$171K +2,845 New
WIM
1660
Westside Investment Management
California
$168K
VCM
1661
Versant Capital Management
Arizona
$168K -$2.71K -45 -2%
JWA
1662
JFS Wealth Advisors
Pennsylvania
$168K
GBBWRPM
1663
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$161K
SCM
1664
Silvant Capital Management
Georgia
$160K +$161K +2,664 New
HFP
1665
Holistic Financial Partners
Indiana
$156K -$1.15K -19 -0.7%
CAC
1666
Certified Advisory Corp
Florida
$152K +$542 +9 +0.4%
RCC
1667
Red Cedar Capital
Nebraska
$148K
MOS
1668
MGO One Seven
Ohio
$148K +$3.01K +50 +2%
MWM
1669
MinichMacGregor Wealth Management
New York
$144K -$904 -15 -0.6%
GRP
1670
Global Retirement Partners
California
$141K +$18.9K +314 +15%
FCB
1671
First Command Bank
Texas
$138K -$3.13K -52 -2%
FCFS
1672
First Command Financial Services
Texas
$138K -$3.13K -52 -2%
AssetMark Inc
1673
AssetMark Inc
California
$135K -$79.4K -1,318 -37%
AF
1674
Allworth Financial
California
$133K -$181 -3 -0.1%
PO
1675
Private Ocean
California
$131K +$131K +2,171 +9,868%