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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
826
Lyell Wealth Management
California
$309K +$146K +10,700 +96%
TCM
827
Tuttle Capital Management
Connecticut
$305K +$5.48K +403 +2%
ACI
828
Alpha Cubed Investments
California
$304K +$103K +7,590 +55%
BMA
829
Brooks Moore & Associates
Tennessee
$303K
CPIG
830
Chicago Partners Investment Group
Illinois
$303K +$71K +5,217 +51%
PWM
831
Perigon Wealth Management
California
$302K -$228K -16,739 -44%
OWA
832
Octavia Wealth Advisors
Ohio
$302K +$1.16K +85 +0.4%
FA
833
Friess Associates
Delaware
$302K +$290K +21,300 New
SG
834
StoneX Group
New York
$301K -$31.8K -2,338 -10%
Legacy Financial Group (Iowa)
835
Legacy Financial Group (Iowa)
Iowa
$300K -$60.5K -4,451 -17%
CPA
836
Court Place Advisors
Maryland
$300K -$16.1K -1,180 -5%
EN1L
837
Engine No 1 LLC
California
$299K +$117K +8,611 +69%
FA
838
FDx Advisors
Illinois
$299K +$287K +21,084 New
1W
839
1776 Wealth
Georgia
$297K -$122K -9,000 -30%
SP
840
Successful Portfolios
Florida
$297K +$1.28K +94 +0.4%
WA
841
WESPAC Advisors
California
$297K +$285K +20,959 New
MW
842
Marcum Wealth
Ohio
$296K -$16.8K -1,233 -6%
AP
843
Americana Partners
Texas
$296K +$285K +20,964 New
9WM
844
9258 Wealth Management
Ohio
$295K +$20.4K +1,500 +8%
CAG
845
Csenge Advisory Group
Florida
$295K +$22.4K +1,648 +9%
RCM
846
RB Capital Management
Nevada
$295K +$27.5K +2,024 +11%
KOC
847
Koss-Olinger Consulting
Florida
$293K
PSUF
848
People's United Financial
Connecticut
$292K +$10K +735 +4%
VCG
849
Vantage Consulting Group
Virginia
$288K +$49.4K +3,632 +22%
SF
850
Summit Financial
New Jersey
$287K +$49.4K +3,632 +22%