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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1901
Concorde Asset Management
Michigan
$542K -$23.1K -44 -4%
BA
1902
Bluesphere Advisors
Pennsylvania
$542K
WA
1903
Wealth Architects
California
$538K +$46.7K +89 +9%
RMDI
1904
R.M. Davis Inc
Maine
$533K -$27.8K -53 -5%
TA
1905
Tactive Advisors
Florida
$531K +$546K +1,041 New
WAG
1906
Winthrop Advisory Group
Massachusetts
$529K -$19.9K -38 -4%
XT
1907
XTX Topco
Cayman Islands
$529K +$54K +103 +11%
AWM
1908
Aprio Wealth Management
Georgia
$529K +$544K +1,037 New
BFIC
1909
Bedell Frazier Investment Counselling
California
$527K +$52.5K +100 +11%
TP
1910
Tranquility Partners
Tennessee
$526K
CAM
1911
Cozad Asset Management
Illinois
$522K +$4.2K +8 +0.8%
CA
1912
Claro Advisors
Massachusetts
$521K -$208K -396 -28%
CAC
1913
Certified Advisory Corp
Florida
$520K +$21K +40 +4%
NC
1914
NinePointTwo Capital
California
$518K +$275K +524 +107%
GIM
1915
Groesbeck Investment Management
New Jersey
$516K
LWMG
1916
Levy Wealth Management Group
Pennsylvania
$515K
GCMG
1917
Gyroscope Capital Management Group
Florida
$514K +$162K +309 +44%
ONSWM
1918
Old North State Wealth Management
North Carolina
$513K +$14.2K +27 +3%
RZH
1919
Relyea Zuckerberg Hanson
Connecticut
$513K +$5.77K +11 +1%
IDA
1920
Intelligence Driven Advisers
California
$513K +$153K +292 +42%
AFG
1921
Allegheny Financial Group
Pennsylvania
$511K +$1.05K +2 +0.2%
QPW
1922
Quantum Private Wealth
Florida
$510K +$176K +336 +51%
HP
1923
Highlander Partners
Texas
$510K
HA
1924
Herold Advisors
New York
$510K +$26.2K +50 +5%
MC
1925
Merlin Capital
Rhode Island
$509K -$15.2K -29 -3%