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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
876
Magnolia Capital Management
New York
$447K +$198K +300 +103%
GDP
877
Great Diamond Partners
Maine
$447K +$50.8K +77 +15%
RFA
878
Resurgent Financial Advisors
Georgia
$444K +$84.5K +128 +28%
CWM
879
Connecticut Wealth Management
Connecticut
$444K -$9.9K -15 -2%
CT
880
Caldwell Trust
Florida
$444K +$7.26K +11 +2%
AQR Capital Management
881
AQR Capital Management
Connecticut
$437K +$102K +154 +36%
CCA
882
Clearwater Capital Advisors
Illinois
$436K -$2.64K -4 -0.7%
CW
883
CreativeOne Wealth
Kansas
$431K +$56.8K +86 +18%
NAS
884
Nicolet Advisory Services
Wisconsin
$427K -$9.9K -15 -2%
CTC
885
Cetera Trust Company
Minnesota
$425K +$371K +562 New
FBB
886
Fulton Breakefield Broenniman
Maryland
$425K -$17.8K -27 -5%
SF
887
Summit Financial
New Jersey
$424K +$85.2K +129 +30%
PPW
888
Parcion Private Wealth
Washington
$421K -$9.34M -14,150 -96%
CCFM
889
Clear Creek Financial Management
Washington
$420K +$19.8K +30 +6%
BCM
890
Barden Capital Management
Texas
$419K +$417K +632 New
AHL
891
Abel Hall LLC
Louisiana
$419K +$366K +554 New
ACM
892
Advisors Capital Management
New Jersey
$416K +$52.8K +80 +17%
WANY
893
Wealthspire Advisors (New York)
New York
$416K -$276K -418 -43%
TFM
894
TFC Financial Management
Massachusetts
$416K +$33K +50 +10%
SVWAG
895
Sound View Wealth Advisors Group
Georgia
$412K +$27.7K +42 +8%
PPC
896
Park Place Capital
Alabama
$409K -$135K -204 -27%
VVP
897
Venture Visionary Partners
Ohio
$409K +$8.58K +13 +2%
WS
898
Wedbush Securities
California
$408K +$75.9K +115 +27%
BJL
899
Brighton Jones LLC
Washington
$406K +$66K +100 +23%
ATIA
900
American Trust Investment Advisors
New Hampshire
$405K +$39.6K +60 +13%