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Name Holding Trade Value Shares
Change
Change in
Stake
SVCP
1701
Silicon Valley Capital Partners
California
$524K -$2.87K -8 -0.5%
TCM
1702
Traub Capital Management
Massachusetts
$522K +$89.7K +250 +20%
MMG
1703
Monetary Management Group
Missouri
$520K -$985K -2,745 -65%
NGA
1704
Naples Global Advisors
Florida
$519K +$80K +223 +18%
LPAM
1705
Lodestar Private Asset Management
California
$519K -$25.5K -71 -5%
NI
1706
Natural Investments
California
$518K -$7.53K -21 -1%
FFA
1707
Florida Financial Advisors
Florida
$518K +$49.5K +138 +10%
BAAM
1708
Baker Avenue Asset Management
California
$516K -$431K -1,200 -45%
HTHT
1709
Hemenway Trust Hemenway Trust
New Hampshire
$515K -$2.54M -7,091 -83%
AWM
1710
Aprio Wealth Management
Georgia
$514K -$44.5K -124 -8%
KSB
1711
Kennebec Savings Bank
Maine
$513K +$33.7K +94 +7%
AC
1712
Apella Capital
Connecticut
$510K +$144K +400 +35%
CH
1713
Canton Hathaway
Rhode Island
$509K
QWP
1714
Quotient Wealth Partners
Texas
$506K -$341K -950 -40%
CA
1715
Crumly & Associates
Illinois
$505K +$260K +725 +103%
MFF
1716
Michels Family Financial
Texas
$503K +$511K +1,425 New
MAM
1717
Milestone Asset Management
Pennsylvania
$501K +$75.7K +211 +17%
CAM
1718
Creekmur Asset Management
Illinois
$501K -$238K -664 -32%
SC
1719
Sierra Capital
Florida
$500K
CM
1720
Cercano Management
Washington
$498K
PWAM
1721
Pinnacle West Asset Management
Wyoming
$498K +$1.08K +3 +0.2%
EP
1722
Elkhorn Partners
Nebraska
$497K +$3.59K +10 +0.7%
GCM
1723
Gables Capital Management
Florida
$497K -$41.6K -116 -8%
FOFP
1724
Fee-Only Financial Planning
South Carolina
$496K
BFF
1725
Byrne Financial Freedom
Massachusetts
$495K