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Name Holding Trade Value Shares
Change
Change in
Stake
CHA
2251
Cooper/Haims Advisors
New York
$480K -$1.65K -13 -0.4%
CI
2252
Corient IA
Florida
$480K +$460K +3,615 New
BS
2253
Brighton Securities
New York
$479K -$5.22K -41 -1%
OWA
2254
Octavia Wealth Advisors
Ohio
$479K +$255 +2 +0.1%
SCA
2255
Sippican Capital Advisors
Massachusetts
$476K
DPI
2256
Diversified Portfolios Inc
Michigan
$476K -$22.5K -177 -5%
SWM
2257
Seed Wealth Management
Illinois
$475K
RPCA
2258
Running Point Capital Advisors
California
$475K +$48.7K +383 +12%
NIM
2259
Nexus Investment Management
Ontario, Canada
$475K
TFF
2260
The Family Firm
Maryland
$475K +$382 +3 +0.1%
CAL
2261
Capital Advisors Ltd
Ohio
$474K +$61.9K +486 +16%
SFS
2262
Strategic Financial Services
New York
$473K -$13.4K -105 -3%
FHWM
2263
Fox Hill Wealth Management
Massachusetts
$473K -$88.2K -693 -16%
SB
2264
Strategic Blueprint
Georgia
$472K +$62.4K +490 +16%
CCP
2265
Carmel Capital Partners
California
$471K -$1.91K -15 -0.4%
AIM
2266
Advyzon Investment Management
Illinois
$471K +$74.3K +584 +20%
CFG
2267
Clayton Financial Group
Missouri
$470K
VAG
2268
VisionPoint Advisory Group
Texas
$470K +$18.2K +143 +4%
FSA
2269
Financial Security Advisor
Virginia
$469K -$23.8K -187 -5%
VC
2270
Veracity Capital
Georgia
$469K +$6.87K +54 +2%
Hudson Bay Capital Management
2271
Hudson Bay Capital Management
Connecticut
$469K +$450K +3,533 New
RBFC
2272
Roman Butler Fullerton & Co
Missouri
$468K +$5.98K +47 +1%
CAM
2273
Congress Asset Management
Massachusetts
$468K +$26.7K +210 +6%
MSR
2274
Main Street Research
Connecticut
$468K -$42.1K -331 -9%
VW
2275
Vance Wealth
California
$467K -$13.2K -104 -3%