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Name Holding Trade Value Shares
Change
Change in
Stake
TGAM
1851
TBH Global Asset Management
Tennessee
$425K +$341K +214 New
NCMW
1852
Northern Capital Management (Washington)
Washington
$425K +$33.4K +21 +11%
SFG
1853
Sather Financial Group
Texas
$424K +$79.6K +50 +31%
EFL
1854
ERn Financial LLC
Wisconsin
$418K -$63.7K -40 -16%
HWMO
1855
Heritage Wealth Management (Ohio)
Ohio
$418K – – –
GBT
1856
Grove Bank & Trust
Florida
$418K +$1.59K +1 +0.5%
HCM
1857
Hollencrest Capital Management
California
$418K +$175K +110 +110%
WAG
1858
Winthrop Advisory Group
Massachusetts
$417K +$35K +22 +12%
HCWM
1859
Hidden Cove Wealth Management
Washington
$416K +$81.2K +51 +32%
IPW
1860
Intergy Private Wealth
Colorado
$414K +$41.4K +26 +14%
EWS
1861
Evergreen Wealth Solutions
Pennsylvania
$412K -$35K -22 -9%
TGIA
1862
Torrey Growth & Income Advisors
California
$412K – – –
VC
1863
Veery Capital
Delaware
$412K -$3.18K -2 -1%
EHC
1864
Everett Harris & Co
California
$412K – – –
TFM
1865
TFC Financial Management
Massachusetts
$410K +$50.9K +32 +18%
MW
1866
Maia Wealth
Colorado
$408K +$17.5K +11 +6%
RCM
1867
Requisite Capital Management
Texas
$408K +$326K +205 New
Renaissance Technologies
1868
Renaissance Technologies
New York
$407K -$215K -135 -40%
ACC
1869
Acorn Creek Capital
Colorado
$406K +$11.1K +7 +4%
MMA
1870
Mizuho Markets Americas
New York
$406K -$134K -84 -29%
CWP
1871
Curated Wealth Partners
California
$406K -$23.9K -15 -7%
AFC
1872
Ares Financial Consulting
California
$406K – – –
CCA
1873
Childress Capital Advisors
Texas
$404K +$1.59K +1 +0.5%
BIM
1874
Bridges Investment Management
Nebraska
$402K – – –
DSC
1875
Duncker Streett & Co
Missouri
$402K – – –