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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1676
Wealth Architects
California
$500K +$10.3K +29 +2%
CAI
1677
Capital Advisors Inc
Oklahoma
$500K -$26.6M -74,645 -98%
AFP
1678
Alpha Financial Partners
Kentucky
$499K +$31.3K +88 +7%
SIS
1679
Sound Income Strategies
Florida
$497K +$302K +849 +166%
CWM
1680
Circle Wealth Management
New Jersey
$497K +$74.4K +209 +18%
WWM
1681
Whalen Wealth Management
Nevada
$494K +$109K +305 +28%
CFG
1682
Copley Financial Group
California
$493K -$32K -90 -6%
RCM
1683
RB Capital Management
Nevada
$491K +$1.78K +5 +0.4%
LWM
1684
Lyell Wealth Management
California
$490K +$80.1K +225 +20%
AWA
1685
Arbor Wealth Advisors
Michigan
$489K
FNBTCON
1686
First National Bank & Trust Co of Newtown
Pennsylvania
$487K -$67.6K -190 -12%
MSRI
1687
Michael S. Ryan Inc
New York
$486K +$101K +285 +27%
PPC
1688
Park Place Capital
Alabama
$486K +$147K +412 +43%
BMC
1689
Beaton Management Company
Massachusetts
$486K +$17.8K +50 +4%
DIM
1690
DLK Investment Management
California
$486K +$2.13K +6 +0.4%
VCAM
1691
Van Cleef Asset Management
Ohio
$483K
ANTB
1692
AMG National Trust Bank
Colorado
$482K +$8.19K +23 +2%
CT
1693
Caldwell Trust
Florida
$481K +$3.56K +10 +0.7%
OL
1694
Odyssean LLC
Connecticut
$481K +$479K +1,345 New
JFGIW
1695
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$480K +$21.7K +61 +5%
XT
1696
XTX Topco
Cayman Islands
$480K -$11.6M -32,568 -96%
CT
1697
ClearAlpha Technologies
Connecticut
$480K -$2.64M -7,406 -85%
HPA
1698
High Probability Advisors
New York
$479K +$39.9K +112 +9%
RA
1699
Rise Advisors
New York
$478K -$96.8K -272 -17%
PCH
1700
PGIM Custom Harvest
New Jersey
$478K +$16.7K +47 +4%