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Name Holding Trade Value Shares
Change
Change in
Stake
ZF
1776
Zhang Financial
Michigan
$355K -$3.52K -11 -1%
LAM
1777
L2 Asset Management
Massachusetts
$354K +$35.2K +110 +12%
SMA
1778
Sage Mountain Advisors
Georgia
$353K +$335K +1,048 New
APP
1779
Alpha Paradigm Partners
Illinois
$352K -$1.6M -5,017 -83%
MIM
1780
Moseley Investment Management
Florida
$351K -$199K -623 -37%
ST
1781
Somerset Trust
Pennsylvania
$351K +$34.5K +108 +12%
OWA
1782
Opal Wealth Advisors
New York
$350K +$39.3K +123 +13%
WAS
1783
Wealth Advisory Solutions
Indiana
$350K +$333K +1,041 New
ICP
1784
Interchange Capital Partners
Pennsylvania
$349K +$23K +72 +7%
IIM
1785
Ipswich Investment Management
Massachusetts
$348K +$10.2K +32 +3%
RIA
1786
Regal Investment Advisors
Michigan
$347K +$19.8K +62 +6%
CCM
1787
Carlson Capital Management
Minnesota
$347K +$54.1K +169 +20%
TGAM
1788
TBH Global Asset Management
Tennessee
$346K -$44.8K -140 -12%
JWCA
1789
J.W. Coons Advisors
Ohio
$346K -$320 -1 -0.1%
BAAM
1790
Baker Avenue Asset Management
California
$345K +$25.9K +81 +9%
CC
1791
Copperleaf Capital
North Carolina
$343K +$326K +1,019 New
BAM
1792
Beaumont Asset Management
Texas
$342K -$186K -583 -36%
CWP
1793
Curated Wealth Partners
California
$342K +$72.9K +228 +29%
OL
1794
Optas LLC
Texas
$342K +$5.12K +16 +2%
CPA
1795
Cardiff Park Advisors
California
$341K +$69.7K +218 +27%
MFP
1796
Meridian Financial Partners
Virginia
$341K
JIP
1797
Jaffetilchin Investment Partners
Florida
$340K -$103K -321 -24%
JIC
1798
Joel Isaacson & Co
New York
$340K +$5.44K +17 +2%
HWM
1799
Hemington Wealth Management
Virginia
$340K +$3.84K +12 +1%
CCMG
1800
Clark Capital Management Group
Pennsylvania
$340K -$87K -272 -21%