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Name Holding Trade Value Shares
Change
Change in
Stake
SPPAM
926
Summit Partners Public Asset Management
Massachusetts
$801K +$718K +1,000 New
AB
927
ANB Bank
Colorado
$797K +$713K +994 New
FAM
928
Formidable Asset Management
Ohio
$796K
IP
929
Investment Partners
Ohio
$794K +$2.15K +3 +0.3%
DCM
930
Dimension Capital Management
Florida
$788K +$7.89K +11 +1%
AWE
931
Avidian Wealth Enterprises
Texas
$788K +$5.02K +7 +0.7%
RBFC
932
Roman Butler Fullerton & Co
Missouri
$787K -$59.6K -83 -7%
FNBSF
933
First National Bank Sioux Falls
South Dakota
$785K +$703K +979 New
AIA
934
Arbor Investment Advisors
North Carolina
$773K -$71.8K -100 -9%
RWPA
935
Richard W. Paul & Associates
Michigan
$773K +$56.7K +79 +9%
OWA
936
One Wealth Advisors
California
$771K -$16.5K -23 -2%
CWM
937
Cordatus Wealth Management
Pennsylvania
$769K -$10.8K -15 -2%
SPC
938
Sigma Planning Corp
Michigan
$768K +$73.9K +103 +12%
GRP
939
Global Retirement Partners
California
$768K +$688K +958 New
AHC
940
Adell Harriman & Carpenter
Texas
$767K -$230K -321 -25%
FW
941
FullCircle Wealth
Texas
$764K +$31.6K +44 +4%
FCM
942
Family Capital Management
Michigan
$759K -$2.15K -3 -0.3%
AO
943
Advisor OS
Illinois
$758K -$15.8K -22 -2%
SVWAG
944
Sound View Wealth Advisors Group
Georgia
$758K +$33.7K +47 +5%
SEIA
945
Signature Estate & Investment Advisors
California
$757K +$29.4K +41 +5%
SFS
946
Sowell Financial Services
Arkansas
$757K -$7.89K -11 -1%
AWCI
947
Alpine Woods Capital Investors
New York
$753K +$675K +940 New
SW
948
Simplicity Wealth
New Jersey
$753K +$405K +565 +151%
RWM
949
Rench Wealth Management
Texas
$749K +$166K +232 +33%
TAM
950
Titleist Asset Management
Texas
$747K -$20.8K -29 -3%