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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1651
DGS Capital Management
New Jersey
$970K -$126K -254 -10%
DW30
1652
Drucker Wealth 3.0
New Jersey
$968K -$27.2K -55 -2%
CC
1653
Copperleaf Capital
North Carolina
$966K +$358K +723 +50%
ACM
1654
Aljian Capital Management
Nevada
$965K -$2.97K -6 -0.3%
HP
1655
Haven Private
Florida
$964K +$1.07M +2,167 New
BOM
1656
Bank of Marin
California
$962K +$117K +237 +12%
AF
1657
Advisornet Financial
Minnesota
$962K -$74.8K -151 -7%
MAWA
1658
Moss Adams Wealth Advisors
Washington
$961K +$477K +963 +80%
DI
1659
Diligent Investors
California
$961K +$12.9K +26 +1%
ICP
1660
Interchange Capital Partners
Pennsylvania
$959K -$67.3K -136 -6%
PFBT
1661
Parkside Financial Bank & Trust
Missouri
$957K -$80.2K -162 -7%
WIM
1662
Westside Investment Management
California
$953K
WG
1663
Wealth Group
North Carolina
$952K -$38.6K -78 -4%
BI
1664
Bradyco Inc
Massachusetts
$947K +$1.05M +2,129 New
MCA
1665
Martin Capital Advisors
Texas
$946K
LFAS
1666
Level Four Advisory Services
Texas
$945K -$109K -221 -9%
MBT
1667
Montecito Bank & Trust
California
$945K -$539K -1,088 -34%
AIM
1668
Alhambra Investment Management
Florida
$940K -$171K -345 -14%
QWP
1669
Quotient Wealth Partners
Texas
$939K -$55.9K -113 -5%
LPAM
1670
Lodestar Private Asset Management
California
$939K
Parnassus Investments
1671
Parnassus Investments
California
$937K -$74.8K -151 -7%
CCA
1672
Childress Capital Advisors
Texas
$935K -$54.5K -110 -5%
BOJHT
1673
Bank of Jackson Hole Trust
Wyoming
$934K +$1.04M +2,101 New
CMI
1674
Clare Market Investments
Texas
$934K
BAM
1675
Brave Asset Management
New Jersey
$933K