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Name Holding Trade Value Shares
Change
Change in
Stake
LRIA
1651
Leonard Rickey Investment Advisors
Washington
$358K +$15.8K +71 +5%
PP
1652
Patron Partners
Texas
$358K +$96.9K +436 +45%
Coatue Management
1653
Coatue Management
New York
$357K -$46.2M -207,959 -99%
CA
1654
Crewe Advisors
Utah
$357K +$6.89K +31 +2%
IFO
1655
Independent Family Office
New York
$357K +$12.2K +55 +4%
CBT
1656
Capital Bank & Trust
California
$356K +$101K +453 +48%
BFG
1657
Bouchey Financial Group
New York
$354K -$45.3K -204 -13%
WWM
1658
WJ Wealth Management
Arizona
$354K -$445 -2 -0.1%
CCMW
1659
Cypress Capital Management (Wyoming)
Wyoming
$354K
PFM
1660
Peak Financial Management
Massachusetts
$354K
CS
1661
Capital Square
Tennessee
$354K +$4.22K +19 +1%
PAM
1662
Private Asset Management
California
$354K +$44.5K +200 +17%
ESBC
1663
E.S. Barr & Co
Kentucky
$353K
MWM
1664
MorganRosel Wealth Management
Colorado
$350K +$305K +1,374 New
MPW
1665
MA Private Wealth
California
$350K +$306K +1,375 New
WMP
1666
Wealth Management Partners
Arizona
$349K
SDAM
1667
Shulman DeMeo Asset Management
New York
$347K -$20.2K -91 -6%
PWM
1668
PBMares Wealth Management
Virginia
$346K
C
1669
Certuity
Florida
$345K +$36.7K +165 +14%
OWP
1670
Obermeyer Wealth Partners
Colorado
$344K -$215K -967 -42%
UTC
1671
Unified Trust Company
Kentucky
$344K
B
1672
Bridgeworth
Alabama
$343K +$7.78K +35 +3%
SW
1673
SkyOak Wealth
Michigan
$342K -$2.22K -10 -0.7%
BSA
1674
Bull Street Advisors
Georgia
$342K
CA
1675
Capital Advantage
California
$342K