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Name Holding Trade Value Shares
Change
Change in
Stake
LRPA
1776
L. Roy Papp & Associates
Arizona
$870K -$868K -18,500 -52%
PFBT
1777
Parkside Financial Bank & Trust
Missouri
$865K -$106K -2,249 -12%
CSPIA
1778
Cary Street Partners Investment Advisory
Virginia
$863K -$1.22M -25,913 -61%
AWMT
1779
AAFMAA Wealth Management & Trust
North Carolina
$861K -$1.73M -36,784 -69%
FWP
1780
FAS Wealth Partners
Kansas
$860K +$21.5K +458 +3%
LWM
1781
Liberty Wealth Management
California
$859K
CAM
1782
Covenant Asset Management
New Jersey
$854K -$11.7K -250 -1%
TCPWM
1783
Traverso Chambers Private Wealth Management
California
$852K +$19.7K +420 +3%
SGK
1784
Steigerwald Gordon & Koch
Virginia
$851K -$2.49K -53 -0.3%
NC
1785
NinePointTwo Capital
California
$848K +$48.6K +1,036 +7%
CHP
1786
Cable Hill Partners
Oregon
$846K +$21.3K +454 +3%
CA
1787
Calton & Associates
Florida
$845K -$74.2K -1,581 -9%
MCP
1788
Mirador Capital Partners
California
$843K +$16K +340 +2%
CCA
1789
Childress Capital Advisors
Texas
$842K +$297K +6,322 +63%
FDS
1790
Freedom Day Solutions
Texas
$841K -$37.3K -795 -5%
SFO
1791
Standard Family Office
South Dakota
$839K -$52K -1,108 -6%
SIAP
1792
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$837K +$6.1K +130 +0.8%
AFC
1793
AFT Forsyth & Company
Florida
$834K -$4.69K -100 -0.6%
APG
1794
Abacus Planning Group
South Carolina
$833K +$18.1K +385 +2%
CPIG
1795
Chicago Partners Investment Group
Illinois
$832K +$169K +3,603 +29%
HCP
1796
Hexagon Capital Partners
Arkansas
$831K -$131K -2,787 -15%
LMAM
1797
Legg Mason Asset Management
Japan
$830K +$20.5K +437 +3%
CL
1798
COWA LLC
Oklahoma
$829K -$31.9K -680 -4%
CPA
1799
Capital Planning Advisors
California
$827K -$148K -3,144 -16%
KJWM
1800
Kiley Juergens Wealth Management
Washington
$827K +$71.7K +1,528 +11%