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Name Holding Trade Value Shares
Change
Change in
Stake
FCCM
1601
First City Capital Management
Georgia
$1.19M – – –
BFO
1602
Biltmore Family Office
North Carolina
$1.18M -$64.4K -188 -5%
CCP
1603
Cane Capital Partners
Louisiana
$1.18M +$471K +1,377 +73%
FPW
1604
Fairvoy Private Wealth
Alabama
$1.18M -$5.13K -15 -0.5%
ZAM
1605
Zevin Asset Management
Massachusetts
$1.18M – – –
GBT
1606
Grove Bank & Trust
Florida
$1.18M +$172K +503 +18%
BB
1607
Burford Brothers
Texas
$1.18M +$15.7K +46 +1%
WC
1608
Westhampton Capital
North Carolina
$1.18M – – –
PBC
1609
Pavion Blue Capital
California
$1.18M – – –
CAM
1610
Close Asset Management
United Kingdom
$1.17M – – –
TPWM
1611
Twelve Points Wealth Management
Massachusetts
$1.17M +$64K +187 +6%
JWWM
1612
Johnson & White Wealth Management
Pennsylvania
$1.17M -$9.24K -27 -0.8%
TCWM
1613
Total Clarity Wealth Management
Illinois
$1.17M +$342 +1 +0%
WDG
1614
Wealth Dimensions Group
Ohio
$1.17M +$4.79K +14 +0.4%
PCS
1615
Personal CFO Solutions
New Jersey
$1.17M +$132K +386 +14%
TWM
1616
Thrive Wealth Management
Pennsylvania
$1.17M -$9.59K -28 -0.9%
PA
1617
PFW Advisors
Georgia
$1.16M -$76K -222 -6%
CCG
1618
Coastwise Capital Group
California
$1.16M +$56.5K +165 +5%
JSAM
1619
J. Safra Asset Management
New York
$1.16M +$31.8K +93 +3%
VAM
1620
Virtue Asset Management
Illinois
$1.16M +$285K +833 +35%
LF
1621
Lee Financial
Texas
$1.16M -$3.42K -10 -0.3%
CWM
1622
Chesapeake Wealth Management
Virginia
$1.15M -$50K -146 -4%
SGI
1623
Summit Global Investments
Utah
$1.15M +$94.8K +277 +10%
DSC
1624
Duncker Streett & Co
Missouri
$1.15M – – –
MA
1625
MBA Advisors
Pennsylvania
$1.15M +$22.6K +66 +2%