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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
751
Jupiter Wealth Management
Colorado
$425K +$401K +625 New
TCM
752
Tybourne Capital Management
Hong Kong
$423K +$399K +621 New
BFA
753
BMS Financial Advisors
South Dakota
$421K +$53.9K +84 +16%
ACS
754
Archford Capital Strategies
Illinois
$419K +$642 +1 +0.2%
OL
755
Optas LLC
Texas
$417K +$9.63K +15 +3%
HCA
756
Harbour Capital Advisors
Virginia
$415K +$8.99K +14 +2%
LCM
757
Lattice Capital Management
Washington
$412K – – –
AWA
758
Aaron Wealth Advisors
Illinois
$412K +$43.7K +68 +13%
LSPW
759
Lake Street Private Wealth
Illinois
$408K -$16.7K -26 -4%
CC
760
Callan Capital
California
$406K -$37.2K -58 -9%
GAG
761
GM Advisory Group
New York
$405K – – –
IAN
762
Integrated Advisors Network
Texas
$398K +$93.1K +145 +33%
SVWAG
763
Sound View Wealth Advisors Group
Georgia
$397K +$25K +39 +7%
SF
764
Summit Financial
New Jersey
$395K -$97.6K -152 -21%
FBB
765
Fulton Breakefield Broenniman
Maryland
$391K -$19.3K -30 -5%
ATIA
766
American Trust Investment Advisors
New Hampshire
$391K – – –
CT
767
Caldwell Trust
Florida
$391K – – –
RBCM
768
Raub Brock Capital Management
California
$390K – – –
CCA
769
Clearwater Capital Advisors
Illinois
$389K – – –
CFO
770
CVA Family Office
Colorado
$387K -$34K -53 -9%
CCFM
771
Clear Creek Financial Management
Washington
$387K +$7.71K +12 +2%
SC
772
Savant Capital
Illinois
$386K +$57.1K +89 +19%
MSR
773
Main Street Research
Connecticut
$385K – – –
FHA
774
Flagship Harbor Advisors
Massachusetts
$383K +$36K +56 +11%
IPAM
775
ICICI Prudential Asset Management
India
$383K +$76.4K +119 +27%