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Name Holding Trade Value Shares
Change
Change in
Stake
WAC
1151
William Allan Corp
Colorado
$1.55M +$610K +1,499 +55%
DLA
1152
Douglas Lane & Associates
New York
$1.54M -$60.2K -148 -3%
FDS
1153
Freedom Day Solutions
Texas
$1.54M -$6.11K -15 -0.4%
BBW
1154
Blue Barn Wealth
Utah
$1.54M +$132K +324 +8%
SWM
1155
Sendero Wealth Management
Texas
$1.54M +$235K +577 +16%
BO
1156
BRR OpCo
Ohio
$1.54M +$75.3K +185 +5%
HC
1157
Hendley & Co
Ohio
$1.54M +$208K +512 +14%
RB
1158
Rodgers Brothers
Pennsylvania
$1.53M +$529K +1,300 +45%
SSWM
1159
Smith Salley Wealth Management
North Carolina
$1.53M -$165K -405 -9%
HCM
1160
HMS Capital Management
Tennessee
$1.53M -$378K -929 -18%
KMWM
1161
Keudell/Morrison Wealth Management
Oregon
$1.52M -$3.66K -9 -0.2%
LAIC
1162
Lederer & Associates Investment Counsel
California
$1.51M -$99.7K -245 -6%
SS
1163
Simplicity Solutions
Minnesota
$1.51M -$27.7K -68 -2%
CP
1164
Cumberland Partners
Ontario, Canada
$1.51M +$665K +1,635 +65%
PIM
1165
Perpetual Investment Management
Australia
$1.51M -$514K -1,262 -23%
SCI
1166
S&CO Inc
Massachusetts
$1.51M
IWA
1167
IVC Wealth Advisors
Pennsylvania
$1.5M +$15.1K +37 +0.9%
APWM
1168
Atlas Private Wealth Management
New York
$1.5M +$26.5K +65 +2%
LW
1169
Linscomb Wealth
Texas
$1.5M +$70.8K +174 +4%
MFGM
1170
Marshall Financial Group (Maryland)
Maryland
$1.5M +$415K +1,020 +33%
BAM
1171
Byrne Asset Management
New Jersey
$1.5M +$128K +315 +8%
SCM
1172
Seascape Capital Management
New Hampshire
$1.49M +$158K +389 +11%
RCS
1173
Retirement Capital Strategies
California
$1.49M +$3.66K +9 +0.2%
OIA
1174
Optimum Investment Advisors
Illinois
$1.49M
OCM
1175
Orion Capital Management
California
$1.48M -$142K -350 -8%