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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1376
Alta Advisers
United Kingdom
$235K
BOM
1377
Bank of Marin
California
$235K
TWA
1378
Talisman Wealth Advisors
New Jersey
$234K -$17K -79 -7%
HKIM
1379
Hayek Kallen Investment Management
Alabama
$234K
OFS
1380
OneAscent Financial Services
Alabama
$234K +$5.61K +26 +2%
WAM
1381
Worth Asset Management
Texas
$234K
FFA
1382
Farther Finance Advisors
California
$233K +$12.5K +58 +6%
AIFAIM
1383
American Institute for Advanced Investment Management
Arizona
$233K +$251K +1,163 New
ECG
1384
Edge Capital Group
Georgia
$233K -$1.21M -5,593 -84%
AGWCA
1385
Annis Gardner Whiting Capital Advisors
Florida
$232K +$234K +1,087 New
1CM
1386
1492 Capital Management
Wisconsin
$231K +$233K +1,082 New
FCM
1387
Fourpath Capital Management
Oklahoma
$230K -$25K -116 -10%
RWP
1388
Ridgecrest Wealth Partners
California
$230K
CWA
1389
Consilium Wealth Advisory
Texas
$229K +$17.2K +80 +8%
TFF
1390
The Family Firm
Maryland
$229K
CGIM
1391
Capital Group Investment Management
Singapore
$229K -$5.39K -25 -2%
SQA
1392
Simon Quick Advisors
New Jersey
$228K +$230K +1,067 New
OA
1393
Operose Advisors
Wisconsin
$228K +$111K +517 +94%
OWP
1394
Obermeyer Wealth Partners
Colorado
$227K +$229K +1,063 New
AWM
1395
Accurate Wealth Management
Florida
$226K +$230K +1,067 New
RZH
1396
Relyea Zuckerberg Hanson
Connecticut
$226K +$1.73K +8 +0.8%
PL
1397
Plancorp LLC
Missouri
$225K +$8.62K +40 +4%
BMC
1398
Beaton Management Company
Massachusetts
$225K +$3.45K +16 +2%
HWA
1399
Heartwood Wealth Advisors
Virginia
$225K
AIM
1400
Anchor Investment Management
South Carolina
$224K +$2.37K +11 +1%