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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2426
Aviso Wealth Management
Washington
$666K -$158K -2,012 -19%
HCMG
2427
Howard Capital Management Group
California
$665K -$226K -2,893 -25%
MCM
2428
Maple Capital Management
Vermont
$663K -$44.2K -565 -6%
AWAU
2429
Alliance Wealth Advisors (Utah)
Utah
$663K -$204K -2,612 -23%
Accredited Investors
2430
Accredited Investors
Minnesota
$663K -$139K -1,776 -17%
5NPW
2431
55 North Private Wealth
Florida
$663K +$29K +370 +5%
IAAG
2432
Innovative Asset Advisors Group
Connecticut
$663K +$669K +8,542 New
TCM
2433
Tran Capital Management
California
$660K – – –
KAM
2434
Karani Asset Management
New York
$660K +$665K +8,500 New
PW
2435
PUREfi Wealth
Massachusetts
$659K +$83K +1,060 +14%
RCP
2436
Rothschild Capital Partners
New York
$658K +$664K +8,478 New
SWM
2437
Segment Wealth Management
Texas
$657K -$38.6K -493 -6%
LAI
2438
Legal Advantage Investments
California
$656K -$17.7K -226 -3%
WWM
2439
Whalen Wealth Management
Nevada
$655K -$55.7K -711 -8%
EW
2440
Elyxium Wealth
California
$654K +$65.3K +834 +11%
TWM
2441
Trueblood Wealth Management
Ohio
$653K +$101K +1,288 +18%
LA
2442
Lakeside Advisors
Washington
$652K -$9.31K -119 -1%
SAM
2443
Satovsky Asset Management
New York
$652K +$3.52K +45 +0.5%
NS
2444
Northland Securities
Minnesota
$651K -$43.6K -557 -6%
WB
2445
West Bancorporation
Iowa
$651K -$139K -1,775 -17%
HAS
2446
HBW Advisory Services
California
$649K +$7.04K +90 +1%
FCM
2447
Fell Capital Management
California
$648K -$27.4K -350 -4%
BRWM
2448
Blue Rock Wealth Management
North Carolina
$648K +$54.8K +700 +9%
MLFP
2449
MPS Loria Financial Planners
Illinois
$648K +$2.9K +37 +0.4%
HFBOT
2450
Home Federal Bank of Tennessee
Tennessee
$647K +$227K +2,900 +53%