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Name Holding Trade Value Shares
Change
Change in
Stake
Holocene Advisors
2751
Holocene Advisors
New York
$406K +$364K +1,444 New
WCM
2752
Windsor Capital Management
Arizona
$406K -$78.4K -311 -18%
SWP
2753
Semus Wealth Partners
Florida
$405K +$109K +431 +43%
ACM
2754
Armbruster Capital Management
New York
$405K -$16.4K -65 -4%
SWA
2755
Serenus Wealth Advisors
California
$405K – – –
WFA
2756
Woodward Financial Advisors
North Carolina
$404K +$362K +1,437 New
NRI
2757
NFP Retirement Inc
California
$404K -$186K -740 -34%
TWM
2758
Tanager Wealth Management
United Kingdom
$404K +$112K +445 +45%
CTA
2759
Colonial Trust Advisors
South Carolina
$402K +$3.02K +12 +0.8%
PWA
2760
Prairie Wealth Advisors
Nebraska
$401K – – –
BWP
2761
Bernardo Wealth Planning
Pennsylvania
$400K +$24.4K +97 +7%
WAG
2762
Wallace Advisory Group
California
$398K -$252 -1 -0.1%
GAM
2763
Gemmer Asset Management
California
$397K -$41.3K -164 -10%
MWM
2764
Madrid Wealth Management
New Mexico
$397K +$5.04K +20 +1%
GKIM
2765
GW&K Investment Management
Massachusetts
$397K -$1.26K -5 -0.4%
LTM
2766
Lotus Technology Management
Florida
$397K +$356K +1,411 New
BI
2767
Bolthouse Investments
California
$397K – – –
SIC
2768
Sterling Investment Counsel
New York
$396K -$21.4K -85 -6%
PRP
2769
Peak Retirement Planning
Ohio
$396K +$36K +143 +11%
HA
2770
HC Advisors
Georgia
$395K – – –
SCI
2771
Silver Coast Investments
United States
$394K +$113K +450 +47%
BBPWM
2772
Blue Bell Private Wealth Management
Pennsylvania
$394K -$50.4K -200 -12%
CCM
2773
Consolidated Capital Management
California
$394K – – –
SP
2774
Successful Portfolios
Florida
$393K -$504 -2 -0.1%
SPP
2775
Single Point Partners
Massachusetts
$391K -$17.9K -71 -5%