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Name Holding Trade Value Shares
Change 		Change in
Stake
KJWM
1751
Kiley Juergens Wealth Management
Washington
$2.1M -$240K -739 -11%
WA
1752
Wealth Architects
California
$2.1M -$58.9K -181 -3%
TCM
1753
Twin Capital Management
Pennsylvania
$2.09M -$1.38M -4,256 -42%
JAM
1754
Jupiter Asset Management
United Kingdom
$2.09M – – –
NCM
1755
NCM Capital Management
New Jersey
$2.08M +$16.3K +50 +0.9%
FPCP
1756
Fort Point Capital Partners
California
$2.08M +$218K +671 +13%
SFG
1757
Shum Financial Group
California
$2.08M -$90.1K -277 -4%
VFM
1758
Vision Financial Markets
Connecticut
$2.08M -$32.2K -99 -2%
AIM
1759
Alhambra Investment Management
Florida
$2.07M -$43.9K -135 -2%
NRC
1760
New Republic Capital
North Carolina
$2.07M +$1.13M +3,459 +143%
VCM
1761
Viewpoint Capital Management
Washington
$2.07M -$177K -543 -8%
LF
1762
Lantz Financial
Illinois
$2.07M +$29K +89 +2%
FM
1763
Family Management
New York
$2.07M -$1.91M -5,865 -50%
FFA
1764
Founders Financial Alliance
North Carolina
$2.06M +$86.5K +266 +5%
A
1765
Argentarii
Ohio
$2.06M -$475K -1,460 -20%
OWP
1766
ORG Wealth Partners
Texas
$2.06M -$28.3K -87 -1%
UCB
1767
United Community Bank
South Carolina
$2.06M +$12.4K +38 +0.7%
OFS
1768
OneAscent Financial Services
Alabama
$2.05M -$115K -352 -6%
CM
1769
Cercano Management
Washington
$2.05M -$5.73M -17,618 -75%
CWAG
1770
Compton Wealth Advisory Group
Virginia
$2.05M -$976 -3 -0.1%
SIA
1771
Soltis Investment Advisors
Utah
$2.05M +$265K +815 +16%
SW
1772
Solidarity Wealth
Utah
$2.05M +$1.48M +4,541 +356%
BFA
1773
Buttonwood Financial Advisors
Maryland
$2.05M -$14.3K -44 -0.8%
EFG
1774
Everhart Financial Group
Ohio
$2.04M +$55K +169 +3%
FCFC
1775
First Commonwealth Financial Corp
Pennsylvania
$2.04M +$27.7K +85 +1%
69 70
71
72 73