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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
2651
Ponta Wealth Partners
Florida
$647K +$646K +4,242 New
CC
2652
Clearwave Capital
California
$646K +$645K +4,238 New
TC
2653
TFR Capital
Texas
$646K -$14.3K -94 -2%
PP
2654
Pacifica Partners
Canada
$646K -$29.9K -196 -5%
SI
2655
Sprott Inc
Ontario, Canada
$645K +$120K +790 +23%
Kestra Investment Management
2656
Kestra Investment Management
Texas
$644K -$15.5K -102 -2%
CWAF
2657
Core Wealth Advisors (Florida)
Florida
$644K +$61.8K +406 +11%
AWM
2658
Act Wealth Management
Texas
$644K -$5.48K -36 -0.8%
Fiera Capital (Canada)
2659
Fiera Capital (Canada)
Quebec, Canada
$643K +$643K +4,220 New
BWP
2660
Bernardo Wealth Planning
Pennsylvania
$642K +$32.3K +212 +5%
EIP
2661
Ellis Investment Partners
Pennsylvania
$641K -$31.5K -207 -5%
FI
2662
Fractal Investments
Connecticut
$640K – – –
RA
2663
Riversedge Advisors
Delaware
$640K -$57K -374 -8%
KWM
2664
KW Wealth Management
California
$639K +$89.6K +588 +16%
RPWA
2665
Regent Peak Wealth Advisors
Georgia
$638K -$2.13K -14 -0.3%
SSA
2666
South Street Advisors
New York
$638K – – –
CPA
2667
Capital Performance Advisors
California
$638K +$134K +877 +27%
CCM
2668
Carderock Capital Management
Maryland
$637K -$1.83K -12 -0.3%
PBK
2669
Peoples Bank (Kansas)
Kansas
$636K – – –
ESBC
2670
E.S. Barr & Co
Kentucky
$635K -$50.3K -330 -7%
GAM
2671
Gemmer Asset Management
California
$635K -$28.2K -185 -4%
LAIC
2672
Lederer & Associates Investment Counsel
California
$633K – – –
LWM
2673
LeConte Wealth Management
Tennessee
$633K -$1.37K -9 -0.2%
UWPG
2674
Ullmann Wealth Partners Group
Florida
$633K +$27.6K +181 +5%
RCI
2675
RS Crum Inc
California
$631K – – –