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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
4026
Trillium Asset Management
Massachusetts
$655K -$23.6K -168 -4%
SA
4027
Shilanski & Associates
Alaska
$650K +$280 +2 +0%
SCP
4028
Sender Company & Partners
New York
$650K -$6.63M -47,328 -92%
RPCA
4029
Running Point Capital Advisors
California
$650K -$47.5K -339 -7%
FP
4030
Fiduciary Planning
Florida
$649K +$298K +2,123 +99%
TWM
4031
Tolleson Wealth Management
Texas
$648K -$1.58M -11,267 -73%
SDAM
4032
Shulman DeMeo Asset Management
New York
$647K +$99K +706 +20%
RRWA
4033
Rainey & Randall Wealth Advisors
Florida
$646K +$42.1K +300 +8%
HWMC
4034
Heritage Wealth Management (California)
California
$645K +$595K +4,245 New
SCP
4035
Silverleafe Capital Partners
Tennessee
$644K
ACM
4036
Alamar Capital Management
California
$644K +$33.6K +240 +6%
KWM
4037
KFG Wealth Management
Indiana
$643K -$77.7K -554 -12%
IDA
4038
Intelligence Driven Advisers
California
$643K +$90.8K +648 +19%
CPWM
4039
Cypress Point Wealth Management
Texas
$641K -$209K -1,494 -26%
SPIO
4040
Seven Post Investment Office
California
$641K -$11.2K -80 -2%
MSWMA
4041
Market Street Wealth Management Advisors
Indiana
$641K +$94.3K +673 +19%
BA
4042
Ballew Advisors
Mississippi
$641K -$14.6K -104 -2%
AGA
4043
Arkos Global Advisors
Texas
$641K +$74.7K +533 +14%
PPW
4044
Presilium Private Wealth
Pennsylvania
$641K -$14K -100 -2%
CCP
4045
Cassia Capital Partners
North Carolina
$641K +$18.6K +133 +3%
SPW
4046
Sonoma Private Wealth
California
$640K -$66.2K -472 -10%
SHWM
4047
Smith & Howard Wealth Management
Georgia
$638K -$8.55K -61 -1%
SA
4048
Sunesis Advisors
Kansas
$638K
Members Trust
4049
Members Trust
Florida
$638K +$47.8K +341 +9%
HEIP
4050
Hudson Edge Investment Partners
New Jersey
$636K +$587K +4,189 New