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Name Holding Trade Value Shares
Change
Change in
Stake
LWP
3051
Lumature Wealth Partners
Georgia
$1.01M +$270K +2,157 +29%
GAM
3052
GVO Asset Management
Switzerland
$1.01M +$1.19M +9,500 New
OFG
3053
Omega Financial Group
California
$1.01M +$236K +1,883 +25%
RWI
3054
Red Wave Investments
Pennsylvania
$1.01M -$88.5K -707 -7%
MCM
3055
Magnolia Capital Management
New York
$1M -$5K -40 -0.4%
BCP
3056
Berkeley Capital Partners
Georgia
$1M -$15.5K -124 -1%
SWM
3057
SFG Wealth Management
Maryland
$1M +$67.6K +540 +6%
TF
3058
TLWM Financial
Texas
$1M +$52.8K +422 +5%
PWS
3059
Precision Wealth Strategies
Missouri
$999K -$351K -2,807 -24%
BHBT
3060
Burke & Herbert Bank & Trust
Virginia
$997K -$90.1K -720 -7%
TWM
3061
Trevian Wealth Management
Massachusetts
$997K +$136K +1,090 +13%
DG
3062
DMC Group
Alabama
$990K -$10K -80 -0.9%
LC
3063
Longitude (Cayman)
Cayman Islands
$988K -$1.34M -10,700 -54%
MGIA
3064
Matthew Goff Investment Advisor
Texas
$988K
AC
3065
ASB Consultores
Florida
$984K -$816K -6,519 -41%
AAM
3066
AR Asset Management
California
$984K +$5K +40 +0.4%
VC
3067
Vestor Capital
Illinois
$983K +$310K +2,475 +37%
WPA
3068
West Paces Advisors
Georgia
$982K +$96K +767 +9%
MA
3069
MKT Advisors
California
$982K +$157K +1,251 +17%
AFS
3070
Axiom Financial Strategies
Indiana
$981K -$15K -120 -1%
SWM
3071
Salvus Wealth Management
New Jersey
$980K +$231K +1,847 +25%
FA
3072
Fortis Advisors
Pennsylvania
$979K +$10K +80 +0.9%
LOPW
3073
Live Oak Private Wealth
North Carolina
$979K +$313K +2,500 +37%
NFP
3074
Narus Financial Partners
Utah
$977K +$230K +1,836 +25%
WC
3075
Woodstock Corp
Massachusetts
$976K +$148K +1,185 +15%