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Name Holding Trade Value Shares
Change
Change in
Stake
AG
1501
AlTi Global
New York
$626K +$49.5K +136 +9%
SDIC
1502
South Dakota Investment Council
South Dakota
$626K -$72.7K -200 -11%
EWP
1503
Elevation Wealth Partners
California
$621K +$6.91K +19 +1%
CMAI
1504
Capital Management Associates Inc
Minnesota
$620K +$602K +1,656 New
QC
1505
Quent Capital
New York
$620K -$364 -1 -0.1%
FMTC
1506
Farmers & Merchants Trust Company
California
$619K -$36K -99 -6%
EW
1507
Evoke Wealth
California
$618K -$93.5K -257 -13%
DP
1508
DDD Partners
Washington
$618K
PPA
1509
Pacific Point Advisors
California
$618K +$1.82K +5 +0.3%
RPWA
1510
Regent Peak Wealth Advisors
Georgia
$618K +$600K +1,650 New
EHC
1511
Everett Harris & Co
California
$618K
VCP
1512
Verus Capital Partners
Arizona
$615K -$17.8K -49 -3%
LCM
1513
LVM Capital Management
Michigan
$615K
JIC
1514
Joel Isaacson & Co
New York
$615K +$597K +1,642 New
HIP
1515
HUB Investment Partners
Texas
$614K +$96.7K +266 +19%
NFC
1516
Northstar Financial Companies
Pennsylvania
$610K +$8.37K +23 +1%
GTAM
1517
Global Trust Asset Management
Florida
$609K +$57.5K +158 +11%
ET
1518
Equitable Trust
Tennessee
$607K +$50.2K +138 +9%
TAM
1519
Titleist Asset Management
Texas
$605K -$1.09K -3 -0.2%
TCM
1520
Traynor Capital Management
Pennsylvania
$604K +$130K +357 +28%
WA
1521
WBH Advisory
Maryland
$603K
AWA
1522
A4 Wealth Advisors
North Carolina
$598K +$582K +1,599 New
AIM
1523
Alhambra Investment Management
Florida
$597K -$29.1K -80 -5%
GWAG
1524
Garrett Wealth Advisory Group
Texas
$595K +$1.09K +3 +0.2%
COFSG
1525
Carbahal Olsen Financial Services Group
California
$594K