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Name Holding Trade Value Shares
Change
Change in
Stake
SVCP
1651
Silicon Valley Capital Partners
California
$514K -$5.44K -16 -1%
FC
1652
Fjell Capital
North Dakota
$512K -$53.7K -158 -10%
Level Four Advisory Services
1653
Level Four Advisory Services
Texas
$510K -$183K -538 -27%
DWM
1654
Ducere Wealth Management
California
$509K +$495K +1,455 New
AWM
1655
Aviso Wealth Management
Washington
$509K -$31.3K -92 -6%
LA
1656
LVW Advisors
New York
$508K +$59.9K +176 +14%
JSAM
1657
J. Safra Asset Management
New York
$508K +$422K +1,242 +591%
AA
1658
ABC Arbitrage
France
$508K +$494K +1,452 New
IPAM
1659
Investment Partners Asset Management
New Jersey
$507K -$60.5K -178 -11%
FWP
1660
Falcon Wealth Planning
California
$507K +$57.8K +170 +13%
UCB
1661
United Community Bank
South Carolina
$505K -$582K -1,712 -54%
SIG
1662
Sargent Investment Group
Maryland
$505K +$490K +1,442 New
LPAM
1663
Lodestar Private Asset Management
California
$503K -$12.2K -36 -2%
NGA
1664
Naples Global Advisors
Florida
$502K -$12.6K -37 -3%
OIS
1665
OneAscent Investment Solutions
Alabama
$502K +$35.7K +105 +8%
NPA
1666
Nichols & Pratt Advisers
Massachusetts
$500K -$25.5K -75 -5%
OP
1667
Oslo Pensjonsforsikring
$500K – – –
CA
1668
Crumly & Associates
Illinois
$499K -$2.04K -6 -0.4%
AA
1669
Advisory Advocates
Michigan
$496K +$482K +1,418 New
VCM
1670
Virtue Capital Management
Tennessee
$496K -$22.1K -65 -4%
DA
1671
Dillon & Associates
Michigan
$496K -$600K -1,765 -55%
SC
1672
Sierra Capital
Florida
$496K – – –
CM
1673
Cercano Management
Washington
$494K – – –
OWP
1674
ORG Wealth Partners
Texas
$494K +$88.8K +261 +23%
ML
1675
McAdam LLC
Pennsylvania
$493K +$118K +346 +33%