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Name Holding Trade Value Shares
Change
Change in
Stake
ABWM
1526
Alpine Bank Wealth Management
Colorado
$269K
EWM
1527
Edge Wealth Management
New York
$269K
NEPPG
1528
New England Professional Planning Group
Rhode Island
$269K
OL
1529
one8zero8 LLC
North Carolina
$269K
SC
1530
Shearwater Capital
Colorado
$269K +$283K +500 New
FDCP
1531
Foster Dykema Cabot & Partners
Massachusetts
$268K
CIC
1532
Chilton Investment Company
Connecticut
$267K +$2.83K +5 +1%
EFG
1533
Everhart Financial Group
Ohio
$267K +$49.2K +87 +21%
SP
1534
Symmetry Partners
Connecticut
$266K +$7.92K +14 +3%
VAG
1535
VisionPoint Advisory Group
Texas
$266K
AMPWP
1536
Alvarez & Marsal Private Wealth Partners
Florida
$266K +$280K +495 New
FCG
1537
Fielder Capital Group
Tennessee
$266K +$566 +1 +0.2%
OWA
1538
One Wealth Advisors
California
$265K
APWM
1539
Argonautica Private Wealth Management
Massachusetts
$265K +$278K +492 New
GRR
1540
Golden Reserve Retirement
Ohio
$264K +$278K +491 New
APM
1541
a16z Perennial Management
California
$264K
RIAS
1542
Rachor Investment Advisory Services
Michigan
$262K +$1.13K +2 +0.4%
BIA
1543
Beacon Investment Advisors
Maryland
$261K -$74.1K -131 -21%
WFA
1544
Wellspring Financial Advisors
Ohio
$261K -$1.13K -2 -0.4%
SWM
1545
Spire Wealth Management
Virginia
$261K -$11.9K -21 -4%
BCG
1546
Breakwater Capital Group
New Jersey
$260K +$274K +484 New
SWM
1547
Stockman Wealth Management
Montana
$258K
WC
1548
Wexford Capital
Florida
$257K -$53.8K -95 -17%
SB
1549
Sunflower Bank
Texas
$257K -$1.7K -3 -0.6%
NP
1550
NorthRock Partners
Minnesota
$256K -$243K -430 -48%