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Name Holding Trade Value Shares
Change
Change in
Stake
AG
926
AlTi Global
New York
$272K +$267K +2,370 New
WA
927
Wealth Architects
California
$272K +$1.35K +12 +0.5%
OPW
928
Oxler Private Wealth
New York
$271K +$1.47K +13 +0.6%
ICP
929
Impact Capital Partners
Colorado
$271K +$2.25K +20 +0.9%
CWM
930
Challenger Wealth Management
California
$271K +$113 +1 +0%
NFSG
931
Newbridge Financial Services Group
Florida
$269K -$45.5K -404 -15%
William Blair Investment Management
932
William Blair Investment Management
Illinois
$269K +$2.93K +26 +1%
JFG
933
Juno Financial Group
Virginia
$268K +$1.58K +14 +0.6%
AF
934
Alerus Financial
North Dakota
$264K +$29.3K +260 +13%
GWP
935
Gateway Wealth Partners
Wisconsin
$262K -$301K -2,667 -54%
BMCM
936
Bryn Mawr Capital Management
Pennsylvania
$262K -$14.7K -130 -5%
VCP
937
Vista Capital Partners
Oregon
$261K -$27.7K -246 -10%
1SB
938
1ST Source Bank
Indiana
$261K
CAI
939
Capital Advisors Inc
Oklahoma
$260K +$1.58K +14 +0.6%
MWM
940
Mascagni Wealth Management
Mississippi
$259K +$902 +8 +0.4%
Kovitz Investment Group Partners
941
Kovitz Investment Group Partners
Illinois
$259K +$564 +5 +0.2%
BTI
942
Blue Trust Inc
Georgia
$258K -$8.12K -72 -3%
SAG
943
SageView Advisory Group
California
$258K -$31.6K -280 -11%
BA
944
Ballew Advisors
Mississippi
$258K -$6.2K -55 -2%
OWA
945
One Wealth Advisors
California
$256K
CIAM
946
Caitong International Asset Management
Hong Kong
$256K +$251K +2,230 +223,000%
MWM
947
Maridea Wealth Management
New York
$255K +$251K +2,223 New
7WCP
948
71 West Capital Partners
Massachusetts
$252K +$248K +2,197 New
GWSA
949
Global Wealth Strategies & Associates
Colorado
$252K +$246K +2,186 +27,325%
OWP
950
Obermeyer Wealth Partners
Colorado
$251K +$28.2K +250 +13%