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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1751
Avity Investment Management
Connecticut
$279K
TAP
1752
Tounjian Advisory Partners
Florida
$278K +$318K +1,022 New
VP
1753
Verum Partners
North Carolina
$277K +$1.87K +6 +0.6%
ICP
1754
Interchange Capital Partners
Pennsylvania
$277K +$84.1K +270 +36%
PFA
1755
Pure Financial Advisors
California
$277K +$317K +1,017 New
C
1756
Certuity
Florida
$276K -$36.7K -118 -10%
BWM
1757
BCS Wealth Management
Tennessee
$276K
DOA
1758
D'Orazio & Associates
Virginia
$276K
NPT
1759
National Philanthropic Trust
Pennsylvania
$275K -$62.6K -201 -17%
CWA
1760
Centennial Wealth Advisory
Michigan
$275K +$18.4K +59 +6%
ACC
1761
Acorn Creek Capital
Colorado
$274K -$47.6K -153 -13%
JFGIW
1762
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$274K +$31.8K +102 +11%
AG
1763
AlTi Global
New York
$274K -$63.5K -204 -17%
UCB
1764
United Community Bank
South Carolina
$273K +$48.9K +157 +19%
RW
1765
Rede Wealth
Virginia
$273K +$2.49K +8 +0.8%
BAM
1766
BOCHK Asset Management
Hong Kong
$272K -$343K -1,100 -52%
CPC
1767
Congress Park Capital
New York
$272K -$62.3K -200 -17%
T
1768
Transce3nd
Texas
$272K -$11.8K -38 -4%
AAMC
1769
Asset Allocation & Management Company
Illinois
$271K
MAP
1770
Moody Aldrich Partners
Massachusetts
$269K
AFT
1771
Alpha Family Trust
California
$268K
FWM
1772
Forza Wealth Management
Florida
$267K
WCA
1773
Westover Capital Advisors
Delaware
$267K
EIP
1774
Ellis Investment Partners
Pennsylvania
$267K
PA
1775
Probity Advisors
Texas
$267K -$78.8K -253 -20%