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Name Holding Trade Value Shares
Change
Change in
Stake
SW
2376
SkyOak Wealth
Michigan
$727K +$84K +520 +12%
PAM
2377
Premier Asset Management
Illinois
$725K -$103K -640 -12%
WAOI
2378
Wealth Advisors of Iowa
Iowa
$723K -$6.46K -40 -0.8%
KCA
2379
Karn Couzens & Associates
Connecticut
$723K +$242K +1,496 +47%
LFA
2380
Laraway Financial Advisors
Minnesota
$723K +$754K +4,670 New
RP
2381
Riverwater Partners
Wisconsin
$722K +$753K +4,662 New
MA
2382
MJP Associates
Connecticut
$719K -$3.71K -23 -0.5%
GCIA
2383
Gabelli & Co Investment Advisers
New York
$719K +$1.61K +10 +0.2%
Brookfield Corp
2384
Brookfield Corp
Ontario, Canada
$719K +$750K +4,644 New
CNBT
2385
Cornerstone National Bank & Trust
Illinois
$718K -$35.4K -219 -5%
HZ
2386
Hixon Zuercher
Ohio
$715K +$16.1K +100 +2%
CSA
2387
Cottage Street Advisors
Massachusetts
$714K -$272K -1,686 -27%
WDG
2388
Wealth Dimensions Group
Ohio
$714K +$109K +673 +17%
WA
2389
Wealth Architects
California
$711K -$12.6K -78 -2%
ATWA
2390
Arbor Trust Wealth Advisors
Michigan
$709K +$5.98K +37 +0.8%
GSEP
2391
Golden State Equity Partners
California
$708K -$303K -1,877 -29%
RPWA
2392
Regent Peak Wealth Advisors
Georgia
$708K – – –
SAM
2393
SP Asset Management
California
$705K +$49.6K +307 +7%
TFO
2394
Tarbox Family Office
California
$704K -$196K -1,212 -21%
FMI
2395
F/M Investments
District of Columbia
$704K – – –
MAM
2396
Marotta Asset Management
Virginia
$702K +$7.59K +47 +1%
PCM
2397
Poehling Capital Management
Wisconsin
$700K – – –
D
2398
Diversified
Delaware
$699K – – –
EWA
2399
Evolution Wealth Advisors
Florida
$698K – – –
KAH
2400
Kathryn A. Hall
$698K – – –