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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2876
Sage Investment Counsel
Tennessee
$600K -$81.9K -783 -13%
SIG
2877
Spinnaker Investment Group
California
$599K +$47.7K +456 +10%
EFP
2878
Elser Financial Planning
Indiana
$598K +$13.3K +127 +3%
MAG
2879
M3 Advisory Group
Massachusetts
$598K +$20.3K +194 +4%
BIM
2880
Barton Investment Management
Pennsylvania
$597K
BW
2881
Bravera Wealth
North Dakota
$595K -$26.6K -254 -5%
CPA
2882
Capital Performance Advisors
California
$595K -$548K -5,241 -51%
SLG
2883
Sanchez Levi Garrett
$594K +$15.1K +144 +3%
FWM
2884
Fingerlakes Wealth Management
New York
$594K +$11.5K +110 +2%
WMP
2885
Wealth Management Partners
Arizona
$594K
FPFC
2886
Financial Planning Fort Collins
Colorado
$593K -$105 -1 -0%
RMAM
2887
Raab & Moskowitz Asset Management
New Jersey
$593K -$3.56K -34 -0.7%
RTC
2888
Riverview Trust Company
Washington
$592K
MWM
2889
Marietta Wealth Management
Georgia
$592K +$31.4K +300 +6%
CVM
2890
Cheviot Value Management
California
$591K +$41.8K +400 +9%
ANBT
2891
American National Bank & Trust
Texas
$590K +$13.9K +133 +3%
Vanguard Capital Wealth Advisors
2892
Vanguard Capital Wealth Advisors
Colorado
$589K +$524K +5,011 New
AAP
2893
Aristotle Atlantic Partners
Florida
$587K
AFIA
2894
America First Investment Advisors
Nebraska
$587K +$523K +5,000 New
AIM
2895
Avanda Investment Management
Singapore
$587K +$523K +5,000 New
MIG
2896
Mariner Investment Group
New York
$587K +$523K +5,000 New
I
2897
IMPACTfolio
Colorado
$587K
PWA
2898
Provenance Wealth Advisors
Florida
$587K +$39.6K +379 +8%
LWMM
2899
Legacy Wealth Management (Mississippi)
Mississippi
$586K -$5.23K -50 -1%
CPWM
2900
Cypress Point Wealth Management
Texas
$586K +$31.3K +299 +6%