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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1826
Doheny Asset Management
California
$1.47M
3IP
1827
3Chopt Investment Partners
Virginia
$1.47M +$1.49M +9,850 New
CM
1828
Caption Management
Oklahoma
$1.47M +$1.2M +7,943 +418%
DBIA
1829
Dumont & Blake Investment Advisors
New Jersey
$1.47M -$65.5K -433 -4%
Financial Engines Advisors
1830
Financial Engines Advisors
California
$1.46M +$23.9K +158 +2%
SWM
1831
Silverlake Wealth Management
Vermont
$1.46M -$161K -1,066 -10%
AFS
1832
Access Financial Services
Minnesota
$1.46M +$20.6K +136 +1%
WA
1833
Waddell & Associates
Tennessee
$1.46M -$245K -1,622 -14%
PPWP
1834
Premier Path Wealth Partners
New Jersey
$1.45M +$1.48M +9,809 New
AWMT
1835
AAFMAA Wealth Management & Trust
North Carolina
$1.45M +$1.18M +7,770 +398%
E3F
1836
Eight 31 Financial
Texas
$1.45M +$1.47M +9,714 New
KWMG
1837
King Wealth Management Group
Florida
$1.45M +$123K +810 +9%
SIA
1838
SeaBridge Investment Advisors
New Jersey
$1.44M -$232K -1,532 -14%
PPC
1839
Park Place Capital
Alabama
$1.44M -$248K -1,637 -14%
NP
1840
Nilsine Partners
Colorado
$1.44M +$1.81K +12 +0.1%
FFWA
1841
FRG Family Wealth Advisors
Washington
$1.44M -$8.62K -57 -0.6%
GP
1842
Girard Partners
Pennsylvania
$1.43M -$50.7K -335 -3%
PG
1843
Prostatis Group
Maryland
$1.43M +$3.93K +26 +0.3%
BW
1844
Bison Wealth
Georgia
$1.43M +$55.2K +365 +4%
TGAM
1845
TBH Global Asset Management
Tennessee
$1.43M -$471K -3,112 -25%
CAM
1846
Chesapeake Asset Management
New York
$1.43M +$41.1K +272 +3%
SDAM
1847
Shulman DeMeo Asset Management
New York
$1.43M +$10.7K +71 +0.7%
EA
1848
Eudaimonia Advisors
Tennessee
$1.42M -$42.2K -279 -3%
PL
1849
Plancorp LLC
Missouri
$1.42M -$25K -165 -2%
HPG
1850
Harvest Portfolios Group
Ontario, Canada
$1.42M -$40.7K -269 -3%