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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
826
McLean Asset Management
Virginia
$375K – – –
BCM
827
Brookstone Capital Management
Illinois
$375K +$1.36K +2 +0.4%
PIA
828
Perennial Investment Advisors
California
$373K -$17K -25 -5%
FMTC
829
Farmers & Merchants Trust Company
California
$371K +$29.2K +43 +9%
SWA
830
SFMG Wealth Advisors
Texas
$368K -$14.3K -21 -4%
SPP
831
Single Point Partners
Massachusetts
$368K +$1.36K +2 +0.4%
FFA
832
First Foundation Advisors
California
$365K +$5.44K +8 +2%
IWP
833
Icon Wealth Partners
Texas
$364K -$85K -125 -20%
CI
834
Clal Insurance
Israel
$362K +$340K +500 New
SOS
835
Silver Oak Securities
Tennessee
$360K +$59.1K +87 +21%
LFS
836
Legacy Financial Strategies
Kansas
$359K +$74.8K +110 +28%
LWM
837
LJI Wealth Management
Indiana
$358K +$11.6K +17 +4%
NAS
838
Nicolet Advisory Services
Wisconsin
$355K +$345K +508 New
BA
839
Bristlecone Advisors
Washington
$355K – – –
TFM
840
TFC Financial Management
Massachusetts
$355K – – –
GT
841
Glenview Trust
Kentucky
$354K +$332K +489 New
CWP
842
Curated Wealth Partners
California
$352K – – –
IA
843
IAM Advisory
Pennsylvania
$350K +$328K +483 New
APWM
844
Argonautica Private Wealth Management
Massachusetts
$350K +$68.7K +101 +26%
IAIM
845
International Assets Investment Management
Florida
$347K -$17K -25 -5%
AWC
846
Abundance Wealth Counselors
Pennsylvania
$346K +$2.72K +4 +0.8%
AIA
847
Alera Investment Advisors
Illinois
$346K -$373K -548 -53%
ATIA
848
American Trust Investment Advisors
New Hampshire
$344K -$68K -100 -17%
LF
849
LifeSteps Financial
California
$342K – – –
NFSG
850
Newbridge Financial Services Group
Florida
$340K -$303K -445 -49%