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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1451
PDS Planning
Ohio
$212K -$207K -8,015 -48%
CAI
1452
Capital Advisors Inc
Oklahoma
$212K -$1.91K -74 -0.9%
SL
1453
Summitry LLC
California
$212K +$222K +8,617 New
FG
1454
Foster Group
Iowa
$211K +$11.9K +460 +6%
SFG
1455
SevenBridge Financial Group
Pennsylvania
$211K -$12.1K -467 -5%
CIC
1456
Chase Investment Counsel
Virginia
$210K +$6.76K +262 +3%
OPCM
1457
Osborne Partners Capital Management
California
$210K
WA
1458
Wealth Architects
California
$209K -$439 -17 -0.2%
ACM
1459
Advance Capital Management
Michigan
$208K +$219K +8,487 New
FHC
1460
First Heartland Consultants
Missouri
$207K +$217K +8,426 New
LWM
1461
LightSquare Wealth Management
Michigan
$207K -$38.2K -1,482 -15%
VFM
1462
Vision Financial Markets
Connecticut
$206K +$214K +8,300 +8,300%
SSG
1463
Summit Securities Group
New York
$206K +$217K +8,400 New
SC
1464
Sepio Capital
Utah
$205K -$155K -6,024 -42%
FRA
1465
Front Row Advisors
California
$205K -$35.8K -1,386 -15%
AG
1466
AlTi Global
New York
$204K -$5.33M -206,679 -96%
ZIG
1467
Zullo Investment Group
Pennsylvania
$203K -$4.21K -163 -2%
NRS
1468
Neville Rodie & Shaw
New York
$203K
HAIM
1469
Hunter Associates Investment Management
Pennsylvania
$203K +$22.7K +878 +12%
A
1470
Argentarii
Ohio
$203K -$11.9K -460 -5%
AWMM
1471
Aegis Wealth Management (Maryland)
Maryland
$203K +$30K +1,162 +16%
NLP
1472
Next Level Private
New York
$203K +$1.7K +66 +0.8%
IPW
1473
Intergy Private Wealth
Colorado
$202K -$27.6K -1,071 -12%
SEP
1474
Southland Equity Partners
Missouri
$201K +$20K +775 +10%
FCAS
1475
First Command Advisory Services
Texas
$200K -$159K -6,166 -43%