Name Holding Trade Value Shares
Change
Change in
Stake
AT
2751
Arlington Trust
Alabama
$445K -$892K -12,023 -68%
GRR
2752
Golden Reserve Retirement
Ohio
$445K +$428K +5,772 New
SWP
2753
Semus Wealth Partners
Florida
$444K +$2.45K +33 +0.6%
CWG
2754
Crown Wealth Group
North Carolina
$444K +$37.8K +510 +10%
SIA
2755
SeaBridge Investment Advisors
New Jersey
$442K -$14.1K -190 -3%
ACM
2756
Alessandra Capital Management
California
$442K +$426K +5,740 New
AWS
2757
Alliance Wealth Strategies
Virginia
$442K +$425K +5,734 New
SFGM
2758
Stonebridge Financial Group (Missouri)
Missouri
$442K +$425K +5,734 New
CIA
2759
Cape Investment Advisory
Georgia
$441K +$411K +5,538 +2,946%
SIAG
2760
Safeguard Investment Advisory Group
California
$439K -$85.2K -1,148 -17%
TWA
2761
Tulsa Wealth Advisors
Oklahoma
$439K +$423K +5,702 New
FWM
2762
Fonville Wealth Management
Virginia
$439K +$11.3K +152 +3%
DWP
2763
Destiny Wealth Partners
Florida
$437K -$16.7K -225 -4%
CFO
2764
Custos Family Office
Texas
$436K +$1.04K +14 +0.2%
RFG
2765
RFP Financial Group
Georgia
$436K +$29.7K +400 +8%
OCPWS
2766
One Charles Private Wealth Services
Massachusetts
$436K -$8.31K -112 -2%
CWM
2767
Collaborative Wealth Management
Florida
$436K +$420K +5,654 New
MCM
2768
McRae Capital Management
New Jersey
$435K -$69.5K -936 -14%
PWM
2769
Peak Wealth Management
New Hampshire
$435K +$419K +5,650 New
AT
2770
American Trust
Kentucky
$433K -$191K -2,568 -31%
SDWMA
2771
Schneider Downs Wealth Management Advisors
Pennsylvania
$432K +$668 +9 +0.2%
WAM
2772
Wakefield Asset Management
Colorado
$432K +$12.8K +172 +3%
AWM
2773
Ariadne Wealth Management
California
$432K +$78.3K +1,055 +22%
SCM
2774
Sitrin Capital Management
California
$432K – – –
SIC
2775
Samalin Investment Counsel
New York
$431K +$1.56K +21 +0.4%