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Name Holding Trade Value Shares
Change
Change in
Stake
SFM
2276
Systematic Financial Management
New Jersey
$455K
SM
2277
Stonegate Management
Illinois
$455K +$446K +3,400 New
SI
2278
Severin Investments
Missouri
$454K +$7.48K +57 +2%
CPBTD
2279
Central Pacific Bank - Trust Division
Hawaii
$453K -$11.6K -88 -3%
NF
2280
Nvest Financial
New Hampshire
$453K -$99.5K -758 -18%
LC
2281
Landaas & Company
Wisconsin
$451K
JGGDR
2282
JGP Global Gestao de Recursos
Brazil
$451K +$3.54K +27 +0.8%
EWM
2283
Elevatus Welath Management
New York
$450K -$2.27M -17,270 -84%
PA
2284
Promethium Advisors
Maryland
$449K
WFA
2285
Wellspring Financial Advisors
Ohio
$449K +$187K +1,421 +74%
GC
2286
GatePass Capital
Ohio
$448K -$656 -5 -0.1%
MHC
2287
May Hill Capital
Massachusetts
$448K -$18.6K -142 -4%
SAM
2288
Strategy Asset Managers
California
$447K -$10.9K -83 -2%
BTWM
2289
Brass Tax Wealth Management
Ohio
$447K +$17.9K +136 +4%
HWM
2290
Horizon Wealth Management
Illinois
$447K +$19.3K +147 +5%
CFA
2291
Capstone Financial Advisors
Illinois
$446K +$2.76K +21 +0.6%
HP
2292
Hilltop Partners
Indiana
$446K +$131 +1 +0%
QFW
2293
QTR Family Wealth
Florida
$446K -$94K -716 -18%
ANBOT
2294
American National Bank of Texas
Texas
$446K +$437K +3,329 New
CWM
2295
Cabot Wealth Management
Massachusetts
$445K +$143K +1,089 +49%
PIA
2296
Perennial Investment Advisors
California
$445K +$1.31K +10 +0.3%
LI
2297
LRI Investments
Florida
$445K -$75.7K -577 -15%
SFG
2298
Sather Financial Group
Texas
$445K +$12.1K +92 +3%
UWPG
2299
Ullmann Wealth Partners Group
Florida
$444K +$22.8K +174 +6%
QFA
2300
Quantum Financial Advisors
California
$444K -$525 -4 -0.1%