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Name Holding Trade Value Shares
Change
Change in
Stake
IP
1476
Isthmus Partners
Wisconsin
$587K
EWP
1477
Elevation Wealth Partners
California
$585K
ALAM
1478
Asahi Life Asset Management
Japan
$585K +$505K +1,640 New
TA
1479
TrueWealth Advisors
Alabama
$584K -$19.4K -63 -4%
RIA
1480
Realta Investment Advisors
Delaware
$579K -$206K -669 -29%
TAM
1481
Titleist Asset Management
Texas
$578K +$924 +3 +0.2%
WMWM
1482
Whitaker-Myers Wealth Managers
Ohio
$576K +$135K +439 +37%
SC
1483
Sepio Capital
Utah
$576K -$7.08K -23 -1%
OCM
1484
One Capital Management
California
$575K +$24.6K +80 +5%
TA
1485
Townsend & Associates
Colorado
$575K
NAM
1486
NorthCrest Asset Manangement
Minnesota
$575K +$489K +1,587 New
WA
1487
WBH Advisory
Maryland
$575K
NFC
1488
Northstar Financial Companies
Pennsylvania
$573K +$924 +3 +0.2%
BFIC
1489
Bedell Frazier Investment Counselling
California
$570K -$46.2K -150 -9%
COFSG
1490
Carbahal Olsen Financial Services Group
California
$567K
WT
1491
Washington Trust
Rhode Island
$566K +$2.16K +7 +0.4%
GWAG
1492
Garrett Wealth Advisory Group
Texas
$566K +$14.2K +46 +3%
CFA
1493
CWS Financial Advisors
Michigan
$564K
AWA
1494
AGH Wealth Advisors
Kansas
$562K +$17.2K +56 +4%
TSW
1495
Three Seasons Wealth
Utah
$562K
CB
1496
Community Bank
New York
$560K -$10.8K -35 -2%
TLCM
1497
Twin Lakes Capital Management
California
$560K
EFMC
1498
Empire Financial Management Company
New York
$560K
RF
1499
Rossby Financial
Florida
$559K +$19.4K +63 +4%
MSWA
1500
Marshall & Sterling Wealth Advisors
New York
$558K +$129K +420 +36%