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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1951
Steph & Co
Wisconsin
$268K -$29.5K -81 -10%
KA
1952
Klingman & Associates
New York
$268K -$29.1K -80 -10%
IIM
1953
Ironwood Investment Management
Massachusetts
$268K
FFA
1954
First Foundation Advisors
California
$268K +$364 +1 +0.1%
2WWM
1955
21 West Wealth Management
California
$266K
FA
1956
Fountainhead AM
New Jersey
$265K -$1.09K -3 -0.4%
SIA
1957
SkyView Investment Advisors
New Jersey
$264K -$49.8K -137 -16%
SP
1958
Saranac Partners
$264K +$256K +705 New
KCPG
1959
Kavar Capital Partners Group
Kansas
$264K
IPW
1960
Inlet Private Wealth
Florida
$264K +$4.73K +13 +2%
SIAG
1961
Safeguard Investment Advisory Group
California
$263K -$116K -318 -31%
MWA
1962
MN Wealth Advisors
Kansas
$263K -$258K -709 -50%
BC
1963
Bridgefront Capital
Texas
$263K +$256K +703 New
BWP
1964
BSW Wealth Partners
Colorado
$262K +$12.7K +35 +5%
AC
1965
AXQ Capital
New Jersey
$262K +$254K +699 New
GKIM
1966
GW&K Investment Management
Massachusetts
$261K +$4.73K +13 +2%
CFP
1967
Cascade Financial Partners
California
$260K +$36.4K +100 +17%
FFO
1968
Fiduciary Family Office
Florida
$259K +$13.5K +37 +6%
SCM
1969
SCS Capital Management
Massachusetts
$259K -$848K -2,331 -77%
MSAM
1970
Moloney Securities Asset Management
Missouri
$259K +$18.2K +50 +8%
GIA
1971
GHP Investment Advisors
Colorado
$258K
LWM
1972
Liberty Wealth Management
California
$258K +$250K +688 New
PWP
1973
Perfromance Wealth Partners
Illinois
$257K +$4.37K +12 +2%
OFG
1974
Opulen Financial Group
Virginia
$256K +$9.46K +26 +4%
IC
1975
Inscription Capital
Texas
$256K +$2.55K +7 +1%