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Name Holding Trade Value Shares
Change
Change in
Stake
PBC
3376
Pavion Blue Capital
California
$926K +$124K +800 +16%
SAM
3377
Stone Asset Management
Texas
$926K +$133K +860 +18%
EWP
3378
Engrave Wealth Partners
Texas
$923K -$272K -1,760 -24%
RWMH
3379
Riverpoint Wealth Management Holdings
Illinois
$923K +$6.18K +40 +0.7%
BAM
3380
Bayshore Asset Management
Florida
$919K -$399K -2,580 -31%
HJMC
3381
Hellman Jordan Management Company
Massachusetts
$916K -$553K -3,580 -39%
GCA
3382
Gradient Capital Advisors
California
$916K
WAM
3383
Winslow Asset Management
Ohio
$916K
SWM
3384
Selective Wealth Management
Virginia
$910K -$148K -960 -15%
FMP
3385
Financial Management Professionals
Texas
$910K +$52.5K +340 +6%
WA
3386
Wealthstar Advisors
Texas
$904K +$52.5K +340 +7%
FZCM
3387
Flynn Zito Capital Management
New York
$900K +$9.27K +60 +1%
IA
3388
Integrity Advisory
Kansas
$900K +$853K +5,520 New
JWM
3389
Janiczek Wealth Management
Colorado
$897K -$266K -1,720 -24%
PAG
3390
Powers Advisory Group
Illinois
$897K +$74.2K +480 +10%
HAIM
3391
Hunter Associates Investment Management
Pennsylvania
$896K -$232K -1,500 -21%
OWM
3392
Opes Wealth Management
California
$896K
Cohen & Steers
3393
Cohen & Steers
New York
$896K +$3.09K +20 +0.4%
ODFS
3394
O'Donnell Financial Services
California
$896K +$12.4K +80 +1%
SSCA
3395
South Shore Capital Advisors
Massachusetts
$893K
LFASL
3396
Lugano Financial Advisors SA (LFA)
Switzerland
$891K -$151K -980 -15%
CCG
3397
Chatham Capital Group
Georgia
$890K
BBW
3398
Blue Barn Wealth
Utah
$890K +$52.5K +340 +7%
OAJ
3399
Ogorek Anthony Joseph
New York
$889K +$61.8K +400 +8%
CPP
3400
Capasso Planning Partners
South Carolina
$887K -$27.8K -180 -3%