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Name Holding Trade Value Shares
Change
Change in
Stake
AC
1301
Apella Capital
Connecticut
$531K +$5.22K +5 +1%
TA
1302
TFB Advisors
Kansas
$531K +$17.7K +17 +4%
VVP
1303
Venture Visionary Partners
Ohio
$527K -$869K -833 -63%
LCM
1304
Lazari Capital Management
California
$527K +$6.26K +6 +1%
HBCM
1305
Heron Bay Capital Management
Michigan
$527K +$19.8K +19 +4%
LWM
1306
LJI Wealth Management
Indiana
$527K
MPPLM
1307
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$526K +$513K +492 New
RG
1308
Rathbones Group
United Kingdom
$525K -$324K -311 -39%
AFA
1309
Arlington Financial Advisors
California
$524K -$5.22K -5 -1%
BCG
1310
Breakwater Capital Group
New Jersey
$523K
CCM
1311
Cohen Capital Management
California
$521K
SFC
1312
SYM Financial Corp
Indiana
$520K -$2.09K -2 -0.4%
AIM
1313
Advyzon Investment Management
Illinois
$519K +$506K +485 New
GAM
1314
Gotham Asset Management
New York
$518K +$173K +166 +52%
AFW
1315
Avantra Family Wealth
Pennsylvania
$515K +$15.6K +15 +3%
SAM
1316
Secure Asset Management
Michigan
$514K
APM
1317
a16z Perennial Management
California
$511K
FC
1318
Farringdon Capital
United Kingdom
$509K +$203K +195 +69%
LF
1319
LifeSteps Financial
California
$508K
MGI
1320
Miller Global Investments
Texas
$508K +$495K +475 New
FWI
1321
Facet Wealth Inc
Maryland
$503K +$368K +353 New
CFO
1322
CVA Family Office
Colorado
$501K
Empower Advisory Group
1323
Empower Advisory Group
Colorado
$501K +$2.09K +2 +0.4%
OFO
1324
OneAscent Family Office
Alabama
$501K +$488K +468 New
PAW
1325
Plan A Wealth
Nebraska
$499K +$3.13K +3 +0.6%