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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
2826
Baker Tilly Wealth Management
Wisconsin
$5.4M -$454K -2,064 -7%
BM
2827
Berman McAleer
Maryland
$5.4M +$145K +660 +3%
NG
2828
NatWest Group
United Kingdom
$5.39M +$229K +1,041 +4%
OPWM
2829
Oxinas Partners Wealth Management
Indiana
$5.39M +$495K +2,246 +9%
PBC
2830
Pavion Blue Capital
California
$5.39M +$47.8K +217 +0.8%
VWM
2831
Valley Wealth Managers
New Jersey
$5.39M +$16.5K +75 +0.3%
TCPG
2832
Trivant Custom Portfolio Group
California
$5.39M -$183K -829 -3%
FAG
2833
Fortitude Advisory Group
Washington
$5.39M +$24.2K +110 +0.4%
UWM
2834
Udine Wealth Management
Florida
$5.38M +$511K +2,323 +10%
FCM
2835
Fourier Capital Management
$5.38M +$4.51M +20,468 +382%
HNWAG
2836
High Net Worth Advisory Group
Florida
$5.38M -$441K -2,005 -7%
EGA
2837
E&G Advisors
Texas
$5.37M +$28.6K +130 +0.5%
FLI
2838
Family Legacy Inc
South Carolina
$5.37M -$103K -468 -2%
CI
2839
Cooper Investors
Australia
$5.35M +$338K +1,534 +6%
GA
2840
GSG Advisors
New Jersey
$5.35M +$94.2K +428 +2%
HIM
2841
Harbour Investment Management
Washington
$5.35M -$417K -1,892 -7%
HP
2842
Holistic Planning
Texas
$5.34M +$412K +1,872 +8%
BCM
2843
Boreal Capital Management
Florida
$5.34M +$980K +4,450 +21%
TSW
2844
Three Seasons Wealth
Utah
$5.33M -$320M -1,454,608 -98%
PB
2845
Pinnacle Bancorp
Nebraska
$5.33M +$155K +705 +3%
TAR
2846
Trask Adam Roland
$5.33M +$5.63M +25,580 New
GCM
2847
GKV Capital Management
California
$5.32M -$295K -1,340 -5%
WSA
2848
Warm Springs Advisors
California
$5.31M
EMC
2849
Everest Management Corp
California
$5.31M +$371K +1,683 +7%
HIS
2850
Horizon Investment Services
Indiana
$5.3M -$110K -501 -2%