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Name Holding Trade Value Shares
Change
Change in
Stake
QC
826
Quent Capital
New York
$255K -$8.81K -250 -3%
DWM
827
Dechtman Wealth Management
Colorado
$252K +$1.51K +43 +0.6%
AA
828
Addison Advisors
Vermont
$252K +$529 +15 +0.2%
AFG
829
Atomi Financial Group
New York
$252K +$14.1K +400 +6%
WFA
830
Wade Financial Advisory
California
$252K
SI
831
Seeds Investor
New York
$251K -$5.14K -146 -2%
WC
832
Wexford Capital
Florida
$251K -$159K -4,500 -39%
SCM
833
Silvant Capital Management
Georgia
$250K
SA
834
SpiderRock Advisors
Delaware
$250K -$372K -10,569 -60%
MA
835
MCF Advisors
Kentucky
$250K
BO
836
Bank OZK
Arkansas
$250K +$19.6K +555 +9%
RWA
837
River Wealth Advisors
Pennsylvania
$248K -$34.9K -990 -13%
CIA
838
Concurrent Investment Advisors
Florida
$247K +$243K +6,891 New
PFS
839
Physicians Financial Services
North Carolina
$247K -$12.3K -350 -5%
MFIM
840
Mesirow Financial Investment Management
Illinois
$244K +$240K +6,802 New
IC
841
Iconiq Capital
California
$244K +$240K +6,799 New
BAM
842
Belpointe Asset Management
Nevada
$244K +$239K +6,796 New
PT
843
Plimoth Trust
Massachusetts
$244K -$30K -850 -11%
PWM
844
Perigon Wealth Management
California
$243K -$33.3K -944 -12%
SC
845
Syon Capital
California
$243K -$951 -27 -0.4%
KWM
846
Kingsview Wealth Management
Oregon
$243K -$2.98M -84,669 -93%
AAG
847
Armstrong Advisory Group
Massachusetts
$243K +$1.87K +53 +0.8%
FC
848
FORA Capital
Florida
$240K +$236K +6,704 New
LGF
849
LGT Group Foundation
Liechtenstein
$240K
DIM
850
Delta Investment Management
California
$238K +$176 +5 +0.1%