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Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1001
Integrated Investment Consultants
Michigan
$409K +$7.46K +116 +2%
LJAC
1002
L.J. Altfest & Co
New York
$408K -$8.29K -129 -2%
MW
1003
Marcum Wealth
Ohio
$406K -$120K -1,867 -23%
AssetMark Inc
1004
AssetMark Inc
California
$406K – – –
CAM
1005
CenterStar Asset Management
Illinois
$406K – – –
SOW
1006
State of Wyoming
Wyoming
$406K +$285K +4,437 +236%
Truepoint Inc
1007
Truepoint Inc
Ohio
$405K -$91.6K -1,425 -18%
JEST
1008
JTC Employer Solutions Trustee
Jersey
$404K +$78.9K +1,227 +24%
GIA
1009
Gladstone Institutional Advisory
Florida
$402K -$628K -9,773 -61%
PGA
1010
Portland Global Advisors
Maine
$400K -$257 -4 -0.1%
Avidian Wealth Enterprises
1011
Avidian Wealth Enterprises
Texas
$400K +$44.5K +692 +12%
FMBTD
1012
First Midwest Bank Trust Division
Illinois
$397K -$50.1K -779 -11%
VWA
1013
V Wealth Advisors
Kansas
$397K -$16.1K -251 -4%
PTP
1014
Platform Technology Partners
New York
$396K -$19.8K -308 -5%
CNBTD
1015
Citizens National Bank Trust Department
Mississippi
$393K -$4.31K -67 -1%
PPP
1016
Private Portfolio Partners
New Jersey
$392K -$7.26K -113 -2%
EM
1017
Excalibur Management
Massachusetts
$392K -$900 -14 -0.2%
BMA
1018
Brooks Moore & Associates
Tennessee
$391K -$4.24K -66 -1%
FIM
1019
Freedom Investment Management
Connecticut
$389K -$3.54K -55 -0.9%
OBWG
1020
Onyx Bridge Wealth Group
New York
$389K +$7.71K +120 +2%
HVIA
1021
Hudson Valley Investment Advisors
New York
$388K -$257 -4 -0.1%
JIP
1022
Jaffetilchin Investment Partners
Florida
$386K -$116K -1,804 -23%
CWM
1023
Connecticut Wealth Management
Connecticut
$386K -$10.5K -164 -3%
Nicholas Hoffman & Company
1024
Nicholas Hoffman & Company
Georgia
$386K -$707 -11 -0.2%
VWA
1025
VERITY Wealth Advisors
United States
$385K -$64 -1 -0%