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Name Holding Trade Value Shares
Change
Change in
Stake
SFO
801
Stokes Family Office
Louisiana
$332K +$321K +683 New
ACM
802
AlphaStar Capital Management
North Carolina
$330K -$1.41K -3 -0.4%
GL
803
Graypoint LLC
New York
$329K -$8.93K -19 -3%
FP
804
Financial Perspectives
Minnesota
$329K
BC
805
Bridgefront Capital
Texas
$326K -$692K -1,472 -69%
BFS
806
Beacon Financial Strategies
North Carolina
$325K -$30.5K -65 -9%
CCM
807
Chickasaw Capital Management
Tennessee
$324K
PWM
808
Perigon Wealth Management
California
$322K -$10.8K -23 -3%
CWM
809
Calamos Wealth Management
Illinois
$322K -$8.46K -18 -3%
AG
810
Algert Global
California
$320K -$851K -1,810 -73%
CSIA
811
Charles Schwab Investment Advisory
California
$320K +$37.1K +79 +14%
HT
812
Headlands Technologies
Illinois
$319K +$203K +432 +193%
ECM
813
Estabrook Capital Management
New York
$318K -$1.41K -3 -0.5%
AS
814
Altshuler Shaham
Israel
$317K +$306K +651 New
IWM
815
IHT Wealth Management
Illinois
$315K +$81.8K +174 +37%
SW
816
SkyOak Wealth
Michigan
$315K +$304K +647 New
PWPS
817
Pinnacle Wealth Planning Services
Ohio
$311K -$9.4K -20 -3%
CCM
818
Copeland Capital Management
Pennsylvania
$309K +$50.3K +107 +20%
DCM
819
DGS Capital Management
New Jersey
$307K +$27.7K +59 +10%
FBT
820
First Bank & Trust
South Dakota
$305K -$4.23K -9 -1%
BHCM
821
Brevan Howard Capital Management
Jersey
$304K +$294K +625 New
BBI
822
Baxter Bros Inc
Connecticut
$303K
GWM
823
Geneos Wealth Management
Colorado
$303K
GWM
824
Gitterman Wealth Management
New Jersey
$300K +$289K +616 New
GC
825
GFG Capital
Florida
$299K +$1.88K +4 +0.7%