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Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
1776
Signature Estate & Investment Advisors
California
$610K -$151K -1,651 -20%
WIA
1777
Westbourne Investment Advisors
Maryland
$608K -$46.2K -506 -7%
GC
1778
Gilbert & Cook
Iowa
$607K +$10.2K +112 +2%
WPA
1779
Winning Points Advisors
Florida
$607K – – –
4WM
1780
49 Wealth Management
Texas
$606K +$610K +6,680 New
A
1781
Alongside
Texas
$606K +$610K +6,680 New
BWP
1782
Balboa Wealth Partners
Arizona
$606K -$19.4K -213 -3%
OA
1783
Oxbow Advisors
Texas
$605K +$26.6K +291 +5%
WE
1784
Wealth Effects
Massachusetts
$603K +$75.1K +823 +14%
BFG
1785
Beto Financial Group
Idaho
$602K -$3.38K -37 -0.6%
HSWM
1786
Hubbell Strickland Wealth Management
Louisiana
$601K +$13.3K +146 +2%
RCM
1787
RMR Capital Management
California
$600K -$117K -1,287 -16%
CASB
1788
Cape Ann Savings Bank
Massachusetts
$599K -$37.7K -413 -6%
ZF
1789
Zhang Financial
Michigan
$599K -$7.39K -81 -1%
Kovitz Investment Group Partners
1790
Kovitz Investment Group Partners
Illinois
$597K -$1.08M -11,878 -64%
JCM
1791
J2 Capital Management
Michigan
$597K +$600K +6,575 New
SPC
1792
Spirepoint Private Client
Florida
$597K -$176K -1,927 -23%
EWS
1793
Evergreen Wealth Solutions
Pennsylvania
$594K -$291K -3,184 -37%
PWM
1794
Palumbo Wealth Management
New York
$594K +$32.1K +352 +6%
PWMAG
1795
Pinnacle Wealth Management Advisory Group
New Jersey
$594K +$61K +668 +11%
PSB
1796
Piscataqua Savings Bank
New Hampshire
$591K -$63.9K -700 -10%
BWM
1797
BlackDiamond Wealth Management
New York
$590K +$129K +1,416 +35%
LCAM
1798
London & Capital Asset Management
United Kingdom
$590K -$68.7K -753 -10%
KCM
1799
KRS Capital Management
Michigan
$589K -$35.7K -391 -6%
CA
1800
Cambridge Advisors
Nebraska
$587K -$22.8K -250 -4%