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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
2951
Orser Capital Management
Texas
$5.57M -$27K -118 -0.5%
IAG
2952
Investment Advisory Group
Massachusetts
$5.57M -$143K -626 -3%
PWA
2953
Pitcairn Wealth Advisors
Pennsylvania
$5.56M +$5.51M +24,085 New
CCG
2954
Coastwise Capital Group
California
$5.56M +$105K +457 +2%
APM
2955
a16z Perennial Management
California
$5.56M -$973K -4,255 -15%
WMA
2956
West Michigan Advisors
Michigan
$5.55M +$140K +613 +3%
BMWM
2957
Brown Miller Wealth Management
Virginia
$5.54M -$2.29K -10 -0%
BC
2958
Barrett & Company
Rhode Island
$5.54M +$229K +1,000 +4%
DFG
2959
Delphi Financial Group
Delaware
$5.54M
PP
2960
Paloma Partners
Connecticut
$5.54M +$4.12M +18,000 +300%
SFPG
2961
Stonebridge Financial Planning Group
Florida
$5.54M +$42.8K +187 +0.8%
LF
2962
Lighthouse Financial
Florida
$5.54M -$140K -614 -2%
CCWM
2963
Correct Capital Wealth Management
Missouri
$5.53M +$415K +1,815 +8%
TWM
2964
Tanager Wealth Management
United Kingdom
$5.53M -$191K -836 -3%
FWP
2965
Falcon Wealth Planning
California
$5.52M +$1.81M +7,930 +50%
HCCM
2966
Hudson Canyon Capital Management
New York
$5.52M
MHWM
2967
Montz Harcus Wealth Management
Louisiana
$5.52M -$89.2K -390 -2%
JWM
2968
JGP Wealth Management
Oregon
$5.51M +$129K +562 +2%
SGCA
2969
Steel Grove Capital Advisors
Tennessee
$5.51M -$1.73M -7,572 -24%
TTIC
2970
Tower Trust & Investment Company
Iowa
$5.51M +$137K +598 +3%
MBWA
2971
Marin Bay Wealth Advisors
California
$5.5M +$5.45M +23,839 New
CWA
2972
Consilium Wealth Advisory
Texas
$5.5M +$108K +472 +2%
MWM
2973
MOKAN Wealth Management
Kansas
$5.5M +$536K +2,344 +11%
PMFA
2974
Plante Moran Financial Advisors
Michigan
$5.49M +$230K +1,005 +4%
EMC
2975
Everest Management Corp
California
$5.49M +$3.77M +16,469 +225%