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Name Holding Trade Value Shares
Change
Change in
Stake
MVA
1001
Mount Vernon Associates
Maryland
$276K
RPWA
1002
Regent Peak Wealth Advisors
Georgia
$276K +$9.3K +767 +4%
SMA
1003
Sage Mountain Advisors
Georgia
$275K +$113K +9,282 +81%
SEC
1004
Seven Eight Capital
New York
$275K +$251K +20,674 New
AC
1005
Aldebaran Capital
Indiana
$274K
TCM
1006
Tandem Capital Management
New Jersey
$274K -$12.7K -1,050 -5%
ACP
1007
Aveo Capital Partners
Colorado
$273K +$12.9K +1,066 +5%
CGL
1008
Clarius Group LLC
Washington
$273K +$61 +5 +0%
Los Angeles Capital Management
1009
Los Angeles Capital Management
California
$272K -$428K -35,324 -63%
PWM
1010
Palumbo Wealth Management
New York
$272K -$5.15K -425 -2%
BP
1011
Ballentine Partners
Massachusetts
$270K +$117K +9,652 +91%
WSTAM
1012
Wilbanks Smith & Thomas Asset Management
Virginia
$269K -$6.83K -563 -3%
PA
1013
Procyon Advisors
Connecticut
$268K +$303 +25 +0.1%
CCP
1014
Clarity Capital Partners
California
$267K -$2.92K -241 -1%
EGA
1015
E&G Advisors
Texas
$266K +$3.37K +278 +1%
CLOS
1016
Compagnie Lombard Odier SCmA
Switzerland
$266K
EWA
1017
Exencial Wealth Advisors
Oklahoma
$265K +$13.6K +1,119 +6%
HPC
1018
HM Payson & Co
Maine
$265K +$4.53K +374 +2%
CIC
1019
Carnegie Investment Counsel
Ohio
$264K +$20.3K +1,673 +9%
WMA
1020
West Michigan Advisors
Michigan
$264K +$3.16K +261 +1%
MP
1021
McDonald Partners
Ohio
$263K -$2.29K -189 -0.9%
6F
1022
626 Financial
Michigan
$262K +$4.59K +379 +2%
ATFA
1023
All Terrain Financial Advisors
Minnesota
$262K
TWM
1024
TMD Wealth Management
Arizona
$262K -$294K -24,226 -55%
WIM
1025
WealthPlan Investment Management
Nebraska
$261K -$58.6K -4,832 -20%