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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1626
Anchor Investment Management
South Carolina
$420K +$30.5K +87 +7%
CAWM
1627
Capital Advisors Wealth Management
Washington
$418K +$4.21K +12 +1%
LJHT
1628
Laurie J. Hall Trustee
$418K
VCM
1629
Virtue Capital Management
Tennessee
$417K +$59K +168 +15%
MAM
1630
Morse Asset Management
Connecticut
$416K +$405K +1,155 +1,155%
CWP
1631
Cyndeo Wealth Partners
Florida
$416K -$1.75K -5 -0.4%
CHAM
1632
Clear Harbor Asset Management
Connecticut
$412K +$69.1K +197 +19%
IWP
1633
Invenio Wealth Partners
Florida
$411K
OCM
1634
Objective Capital Management
Ohio
$411K +$3.16K +9 +0.7%
EW
1635
Evoke Wealth
California
$410K +$76.2K +217 +21%
PA
1636
Probity Advisors
Texas
$410K -$21.8K -62 -5%
EI
1637
Ellevest Inc
New York
$410K -$26.3K -75 -6%
EA
1638
Ellsworth Advisors
Ohio
$408K -$57.6K -164 -12%
CH
1639
Cromwell Holdings
Wyoming
$408K
HPA
1640
High Probability Advisors
New York
$407K
CA
1641
Crumly & Associates
Illinois
$406K -$702 -2 -0.2%
OCG
1642
Opus Capital Group
Ohio
$406K -$90.9K -259 -17%
EHC
1643
Everett Harris & Co
California
$406K +$102K +292 +31%
RFN
1644
RDA Financial Network
Iowa
$404K +$427K +1,216 New
III
1645
Independent Investors Inc
New York
$403K
AG
1646
AlTi Global
New York
$403K +$183K +522 +76%
NPT
1647
National Philanthropic Trust
Pennsylvania
$403K +$426K +1,214 New
TWA
1648
Tandem Wealth Advisors
Arizona
$401K +$23.2K +66 +6%
CCFCSB
1649
Cape Cod Five Cents Savings Bank
Massachusetts
$399K
LAS
1650
LWM Advisory Services
Florida
$398K -$20K -57 -5%