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Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
2376
Baker Ellis Asset Management
Washington
$9.1M +$2.93M +11,689 +44%
LAM
2377
Lewis Asset Management
California
$9.1M +$89.1K +355 +0.9%
TP
2378
TenCore Partners
New York
$9.09M +$5.92M +23,600 +162%
CPCM
2379
Cardinal Point Capital Management
Ontario, Canada
$9.08M +$244K +973 +3%
EWM
2380
Elevatus Welath Management
New York
$9.08M +$4.12M +16,420 +76%
BSI
2381
Bennett Selby Investments
Maine
$9.07M +$304K +1,211 +3%
SP
2382
Stonebrook Private
Michigan
$9.07M +$206K +819 +2%
FGC
2383
Financial Gravity Companies
Texas
$9.06M +$9.54M +38,025 New
LT
2384
Legacy Trust
Michigan
$9.06M -$3.04M -12,112 -24%
ADL
2385
Asset Dedication LLC
California
$9.05M +$157K +624 +2%
CP
2386
Canopy Partners
Ohio
$9.03M -$242K -966 -2%
SWA
2387
Sax Wealth Advisors
New Jersey
$9.02M +$1.49M +5,947 +16%
CNC
2388
Citizens & Northern Corp
Pennsylvania
$9.02M -$319K -1,270 -3%
RZH
2389
Relyea Zuckerberg Hanson
Connecticut
$9.01M +$1.13M +4,499 +14%
PIA
2390
Powell Investment Advisors
Florida
$9.01M -$78.3K -312 -0.8%
BKA
2391
Brick & Kyle Associates
Pennsylvania
$9.01M
HP
2392
Havemeyer Place
Connecticut
$8.98M +$3.07M +12,240 +48%
AAM
2393
AR Asset Management
California
$8.97M
KCFA
2394
Key Client Fiduciary Advisors
New Jersey
$8.97M -$105K -420 -1%
SCG
2395
Sonata Capital Group
Washington
$8.96M +$302K +1,205 +3%
PWM
2396
Peterson Wealth Management
Nevada
$8.95M +$467K +1,860 +5%
SAM
2397
Secure Asset Management
Michigan
$8.95M +$878K +3,499 +10%
CRWM
2398
Castle Rock Wealth Management
California
$8.94M +$111K +442 +1%
WFG
2399
Wills Financial Group
Virginia
$8.94M -$39.7K -158 -0.4%
MWM
2400
Meadowbrook Wealth Management
New York
$8.92M +$119K +475 +1%