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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
2226
Arcataur Capital Management
Wisconsin
$550K – – –
FMI
2227
F/M Investments
District of Columbia
$550K +$4.07K +13 +0.9%
SCA
2228
Sandy Cove Advisors
Massachusetts
$550K +$19.4K +62 +4%
BEW
2229
Burton Enright Welch
California
$550K +$27.9K +89 +6%
CCWP
2230
Cedar Cove Wealth Partners
Minnesota
$550K -$18.5K -59 -4%
SGI
2231
Swan Global Investments
Colorado
$549K -$7.2K -23 -2%
PRTG
2232
Post Resch Tallon Group
New York
$549K -$3.76K -12 -0.8%
RC
2233
Rexford Capital
Texas
$548K +$3.13K +10 +0.7%
BFO
2234
Biltmore Family Office
North Carolina
$547K -$8.77K -28 -2%
TPWA
2235
TRUE Private Wealth Advisors
Oregon
$547K +$12.2K +39 +3%
TWM
2236
Thrive Wealth Management
Pennsylvania
$546K +$18.8K +60 +4%
APA
2237
Astoria Portfolio Advisors
New York
$546K +$62K +198 +16%
OAM
2238
Occidental Asset Management
California
$546K +$113K +362 +33%
FCCM
2239
First City Capital Management
Georgia
$546K – – –
RMCM
2240
Reynders McVeigh Capital Management
Massachusetts
$545K -$9.08K -29 -2%
DMBA
2241
Deseret Mutual Benefit Administrators
Utah
$544K -$57K -182 -11%
EA
2242
Enclave Advisors
Texas
$544K +$455K +1,454 New
JWM
2243
Jeppson Wealth Management
California
$543K -$6.26K -20 -1%
PFW
2244
Petros Family Wealth
Minnesota
$543K +$37.3K +119 +9%
CPSC
2245
Carl P. Sherr & Co
Massachusetts
$541K – – –
BWM
2246
BlackDiamond Wealth Management
New York
$541K -$24.7K -79 -5%
RWS
2247
RASP Wealth Solutions
Indiana
$540K +$452K +1,445 New
RAS
2248
RPS Advisory Solutions
Kentucky
$539K +$9.71K +31 +2%
SEP
2249
Southland Equity Partners
Missouri
$538K +$45.1K +144 +11%
PWM
2250
Palacios Wealth Management
Florida
$537K -$2.5K -8 -0.6%