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Name Holding Trade Value Shares
Change
Change in
Stake
GP
2376
Greenline Partners
New York
$1.91M -$2.74M -27,725 -55%
WOC
2377
West Oak Capital
California
$1.91M -$138K -1,400 -6%
CWP
2378
Concord Wealth Partners
Virginia
$1.9M -$441K -4,460 -16%
SWMP
2379
Signature Wealth Management Partners
New Jersey
$1.9M -$19.2K -194 -0.9%
HWM
2380
HighMark Wealth Management
Minnesota
$1.9M +$1.94M +19,623 +666%
EFSCE
2381
Enterprise Financial Services Corp (EFSC)
Missouri
$1.89M -$204K -2,061 -8%
FCB
2382
First Command Bank
Texas
$1.89M -$20K -202 -0.9%
FCFS
2383
First Command Financial Services
Texas
$1.89M -$20K -202 -0.9%
EHWM
2384
Eads & Heald Wealth Management
Georgia
$1.89M +$219K +2,215 +11%
GFS
2385
GYL Financial Synergies
Connecticut
$1.89M +$255K +2,578 +13%
BV
2386
Boxwood Ventures
Illinois
$1.88M
FSG
2387
Financial Strategies Group
Michigan
$1.88M +$676K +6,848 +44%
HC
2388
Hendley & Co
Ohio
$1.88M -$31.6K -320 -1%
KFS
2389
Kaizen Financial Strategies
California
$1.87M -$94.1K -953 -5%
MFWP
2390
Mosaic Family Wealth Partners
Missouri
$1.87M +$2.2M +22,293 New
BCM
2391
Becker Capital Management
Oregon
$1.87M +$66K +668 +3%
HWM
2392
Hohimer Wealth Management
Washington
$1.87M -$2.81M -28,401 -56%
AWMT
2393
AAFMAA Wealth Management & Trust
North Carolina
$1.87M
CWM
2394
Chesapeake Wealth Management
Virginia
$1.86M +$81.1K +821 +4%
AWM
2395
Atticus Wealth Management
Florida
$1.86M -$113K -1,142 -5%
RF
2396
Robbins Farley
New Hampshire
$1.86M -$147K -1,493 -6%
OPTFSNA
2397
Old Point Trust & Financial Services N A
Virginia
$1.86M +$662K +6,705 +44%
PAM
2398
Peak Asset Management
Colorado
$1.86M +$494 +5 +0%
MPW
2399
MGO Private Wealth
California
$1.86M -$179K -1,809 -8%
PWAC
2400
Private Wealth Advisors (California)
California
$1.85M +$2M +20,277 +1,127%