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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2126
Cidel Asset Management
Ontario, Canada
$434K +$41.7K +76 +10%
SL
2127
Summitry LLC
California
$434K +$76.8K +140 +20%
SI
2128
Seeds Investor
New York
$433K +$158K +288 +52%
VIA
2129
Virtus Investment Advisers
Connecticut
$433K +$459K +837 New
LA
2130
LM Advisors
California
$433K -$4.39K -8 -0.9%
RCM
2131
Raleigh Capital Management
North Carolina
$433K +$27.4K +50 +6%
FPGK
2132
Financial Partners Group (Kansas)
Kansas
$432K -$9.32K -17 -2%
LF
2133
Lantz Financial
Illinois
$432K +$85K +155 +23%
Iconiq Capital
2134
Iconiq Capital
California
$430K +$455K +830 New
AWM
2135
Avaii Wealth Management
Wisconsin
$429K -$133K -242 -23%
MCM
2136
Maple Capital Management
Vermont
$428K -$28K -51 -6%
TW
2137
TrinityPoint Wealth
Connecticut
$427K +$4.94K +9 +1%
OFS
2138
OneAscent Financial Services
Alabama
$427K -$23K -42 -5%
OPA
2139
Old Port Advisors
Maine
$427K -$2.19K -4 -0.5%
CV
2140
Counterweight Ventures
North Carolina
$427K – – –
CAM
2141
Cozad Asset Management
Illinois
$425K -$4.39K -8 -1%
DF
2142
Dunhill Financial
United Kingdom
$425K +$25.8K +47 +6%
ACA
2143
Affinity Capital Advisors
California
$425K +$13.2K +24 +3%
EWP
2144
Elevation Wealth Partners
California
$424K -$66.9K -122 -13%
NRC
2145
New Republic Capital
North Carolina
$424K +$50.5K +92 +13%
PSP
2146
Principal Street Partners
Tennessee
$423K – – –
TCBWMS
2147
Texas Capital Bank Wealth Management Services
Texas
$422K -$25.8K -47 -5%
BSTWA
2148
Blake Schutter Theil Wealth Advisors
Ohio
$422K +$447K +815 New
BFO
2149
Biltmore Family Office
North Carolina
$421K -$18.1K -33 -4%
IA
2150
Inspire Advisors
Idaho
$421K +$7.13K +13 +2%