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Name Holding Trade Value Shares
Change
Change in
Stake
5NPW
2476
55 North Private Wealth
Florida
$347K +$17.1K +50 +6%
UAM
2477
Unifi Asset Management
New York
$347K +$328K +957 New
CFA
2478
Cahill Financial Advisors
Minnesota
$346K +$342 +1 +0.1%
SAM
2479
Secure Asset Management
Michigan
$344K -$390K -1,139 -55%
CASB
2480
Cape Ann Savings Bank
Massachusetts
$343K – – –
HCM
2481
Hengehold Capital Management
Ohio
$343K -$116K -338 -26%
GIM
2482
Gold Investment Management
Alberta, Canada
$342K – – –
FWP
2483
Falcon Wealth Planning
California
$341K +$26.7K +78 +9%
AIA
2484
Accelerate Investment Advisors
California
$341K -$8.56K -25 -3%
BC
2485
Barrett & Company
Rhode Island
$340K +$8.56K +25 +3%
WCM
2486
WealthBridge Capital Management
Ohio
$340K +$3.42K +10 +1%
SCM
2487
Stordahl Capital Management
Colorado
$340K +$321K +938 New
SI
2488
Seeds Investor
New York
$339K -$9.93K -29 -3%
WDL
2489
Well Done LLC
Michigan
$339K -$49.6K -145 -13%
FCT
2490
First Community Trust
Iowa
$339K – – –
IIA
2491
Integral Investment Advisors
California
$338K +$685 +2 +0.2%
KC
2492
Karras Company
Utah
$338K -$19.5K -57 -6%
RCM
2493
Requisite Capital Management
Texas
$337K +$3.77K +11 +1%
FOA
2494
Five Oceans Advisors
California
$337K +$13.7K +40 +4%
SFG
2495
Shum Financial Group
California
$337K -$9.24K -27 -3%
SP
2496
SWS Partners
Ohio
$336K +$2.05K +6 +0.7%
RWB
2497
RMR Wealth Builders
New Jersey
$336K +$86.3K +252 +37%
TW
2498
Traveka Wealth
California
$335K +$17.8K +52 +6%
GF
2499
Gimbal Financial
Indiana
$335K +$317K +926 New
WFS
2500
Widmann Financial Services
Maryland
$335K -$58.2K -170 -16%