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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
2176
Spreng Capital Management
Ohio
$448K -$20.7K -188 -5%
ACM
2177
Arcataur Capital Management
Wisconsin
$447K
WIM
2178
Wittenberg Investment Management
Massachusetts
$447K -$5.51K -50 -1%
TWM
2179
Thrive Wealth Management
Pennsylvania
$446K -$33.5K -304 -7%
CFFP
2180
Center for Financial Planning
Michigan
$445K +$551 +5 +0.1%
RC
2181
Rahlfs Capital
Texas
$444K
GWM
2182
Goldenstone Wealth Management
California
$443K +$429K +3,892 New
FWP
2183
Falcon Wealth Planning
California
$442K +$47.6K +432 +13%
WAM
2184
Watershed Asset Management
California
$441K +$427K +3,880 New
SFP
2185
Shepherd Financial Partners
Massachusetts
$441K -$14.1K -128 -3%
CFO
2186
Cambient Family Office
Michigan
$441K +$424K +3,851 New
NA
2187
Navellier & Associates
Nevada
$441K
KMWM
2188
Keudell/Morrison Wealth Management
Oregon
$440K +$426K +3,866 New
CCA
2189
Corps Capital Advisors
Texas
$438K +$146K +1,326 +52%
GWM
2190
Greenwich Wealth Management
Connecticut
$438K
RDWM
2191
Red Door Wealth Management
Tennessee
$436K +$9.03K +82 +2%
AAG
2192
Armstrong Advisory Group
Massachusetts
$435K -$5.51K -50 -1%
CL
2193
CVFG LLC
Indiana
$435K +$19.7K +179 +5%
BHCM
2194
Brevan Howard Capital Management
Jersey
$434K +$420K +3,815 New
OWA
2195
One Wealth Advisors
California
$434K -$42.8K -389 -9%
CIG
2196
Cairn Investment Group
Washington
$433K
RPWA
2197
Regent Peak Wealth Advisors
Georgia
$433K +$8.59K +78 +2%
FFC
2198
First Financial Corp
Indiana
$432K
SMWM
2199
Silvia McColl Wealth Management
California
$432K
LF
2200
Lantz Financial
Illinois
$431K +$7.27K +66 +2%