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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1726
Atlas Wealth
Ohio
$1.2M -$1.11K -18 -0.1%
CC
1727
Callan Capital
California
$1.2M +$137K +2,232 +13%
RDWM
1728
Red Door Wealth Management
Tennessee
$1.19M -$7.91M -128,466 -87%
BL
1729
BFSG LLC
California
$1.19M
PCMM
1730
Piedmont Capital Management (Montana)
Montana
$1.19M -$15.5K -251 -1%
BONH
1731
Bank of New Hampshire
New Hampshire
$1.19M -$132K -2,143 -10%
CPA
1732
Cardiff Park Advisors
California
$1.19M +$140K +2,280 +13%
TW
1733
TritonPoint Wealth
Maryland
$1.18M +$43.2K +702 +4%
PWC
1734
PYA Waltman Capital
Tennessee
$1.18M +$19.1K +311 +2%
IA
1735
IFC Advisors
California
$1.18M +$739 +12 +0.1%
SIP
1736
Stoneridge Investment Partners
Pennsylvania
$1.18M -$2.85M -46,357 -71%
CWP
1737
Capital Wealth Planning
Florida
$1.18M -$481K -7,819 -29%
RYIA
1738
Roehl & Yi Investment Advisors
Oregon
$1.18M +$8.8K +143 +0.8%
CIAS
1739
CFS Investment Advisory Services
New Jersey
$1.18M +$127K +2,070 +12%
HWA
1740
HHM Wealth Advisors
Tennessee
$1.17M +$6.22K +101 +0.5%
IC
1741
Iconiq Capital
California
$1.17M +$247K +4,017 +27%
FIA
1742
FNY Investment Advisers
New York
$1.17M +$1.17M +18,950 New
FFWA
1743
FRG Family Wealth Advisors
Washington
$1.17M -$55.4K -900 -5%
HP
1744
Hilltop Partners
Indiana
$1.17M -$77.1K -1,253 -6%
WAG
1745
Wallace Advisory Group
California
$1.16M -$205K -3,332 -14%
PIA
1746
Perennial Investment Advisors
California
$1.16M +$78.4K +1,273 +7%
SW
1747
SkyOak Wealth
Michigan
$1.16M
TBNY
1748
Trustco Bank (New York)
New York
$1.16M -$92.3K -1,500 -7%
MPI
1749
Mairs & Power Inc
Minnesota
$1.16M +$58K +942 +5%
TFA
1750
Transamerica Financial Advisors
Florida
$1.16M -$222K -3,602 -16%