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Name Holding Trade Value Shares
Change
Change in
Stake
SI
2876
Saxon Interests
Texas
$386K -$8.38K -113 -2%
BDL
2877
Bey-Douglas LLC
Georgia
$385K +$34.1K +460 +10%
CWP
2878
Curated Wealth Partners
California
$385K +$371K +5,000 New
I
2879
IMPACTfolio
Colorado
$385K
WFA
2880
WestHill Financial Advisors
California
$385K +$43.9K +591 +13%
RPA
2881
Redwood Park Advisors
California
$385K +$2K +27 +0.5%
RA
2882
Riverstone Advisors
Texas
$385K +$76.6K +1,033 +26%
PAA
2883
Peregrine Asset Advisers
Oregon
$384K +$1.85K +25 +0.5%
FAM
2884
Flaharty Asset Management
Florida
$384K -$111K -1,500 -23%
CAM
2885
Clark Asset Management
New Hampshire
$383K +$52K +701 +16%
SWG
2886
Summit Wealth Group
Vermont
$383K +$64.4K +868 +21%
WG
2887
Wealth Group
North Carolina
$382K +$368K +4,965 New
RK
2888
Rather & Kittrell
Tennessee
$382K +$14.2K +191 +4%
WF
2889
WealthPoint Financial
North Carolina
$381K +$367K +4,951 New
SWRP
2890
Summit Wealth & Retirement Planning
California
$381K
BC
2891
Broadwater Capital
Massachusetts
$381K
SWM
2892
Stronghold Wealth Management
Florida
$381K +$367K +4,946 New
SRCM
2893
Signature Resources Capital Management
California
$381K +$2.97K +40 +0.8%
FA
2894
FSA Advisors
Michigan
$381K +$4.27M +57,517 New
SPWM
2895
Schrum Private Wealth Management
Florida
$380K +$594 +8 +0.2%
SP
2896
Symmetry Partners
Connecticut
$380K +$366K +4,936 New
BBA
2897
Braun-Bostich & Associates
Pennsylvania
$380K -$29.3K -395 -7%
Loomis, Sayles & Company
2898
Loomis, Sayles & Company
Massachusetts
$380K -$9.28K -125 -2%
DIP
2899
Davis Investment Partners
North Carolina
$380K -$4.38K -59 -1%
SGI
2900
Swan Global Investments
Colorado
$380K +$76.1K +1,025 +26%