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Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1601
Spinnaker Investment Group
California
$560K -$56.9K -232 -9%
MWM
1602
Meridian Wealth Management
Kentucky
$560K +$277K +1,131 +97%
WIC
1603
Woodmont Investment Counsel
Tennessee
$557K -$38.2K -156 -6%
MW
1604
Marcum Wealth
Ohio
$557K +$52.2K +213 +10%
FMN
1605
Financial Management Network
California
$556K +$490 +2 +0.1%
RCC
1606
Red Cedar Capital
Nebraska
$555K
FPWM
1607
FSB Premier Wealth Management
Iowa
$555K +$4.17K +17 +0.8%
TA
1608
Trellis Advisors
Washington
$555K +$10.5K +43 +2%
WDL
1609
Well Done LLC
Michigan
$553K
PK
1610
Pflug Koory
Nebraska
$553K +$2.45K +10 +0.4%
CCM
1611
Cullen Capital Management
New York
$549K
5L
1612
55I LLC
Massachusetts
$548K +$552K +2,253 New
WA
1613
Wealth Architects
California
$547K -$46.6K -190 -8%
TAM
1614
Taurus Asset Management
New York
$547K
QC
1615
Quent Capital
New York
$547K +$46.8K +191 +9%
JGIA
1616
Jackson Grant Investment Advisers
Connecticut
$546K
PCS
1617
Personal CFO Solutions
New Jersey
$546K +$7.6K +31 +1%
HFA
1618
High Falls Advisors
New York
$545K -$73.5K -300 -12%
BP
1619
BBR Partners
New York
$544K
CG
1620
CFO4Life Group
Texas
$544K +$11.3K +46 +2%
WPP
1621
Whalerock Point Partners
Rhode Island
$543K -$123K -500 -18%
CTA
1622
Colonial Trust Advisors
South Carolina
$543K
MSCM
1623
McElhenny Sheffield Capital Management
Texas
$543K
WIA
1624
World Investment Advisors
California
$541K -$5.88K -24 -1%
CCA
1625
Childress Capital Advisors
Texas
$540K +$30.9K +126 +6%