Name Holding Trade Value Shares
Change
Change in
Stake
SVCP
1476
Silicon Valley Capital Partners
California
$1.85M -$8.69K -29 -0.5%
KFAS
1477
Keating Financial Advisory Services
Kansas
$1.84M +$1.86M +6,204 New
TPWM
1478
Twelve Points Wealth Management
Massachusetts
$1.83M -$485K -1,620 -21%
GPA
1479
Garrison Point Advisors
California
$1.83M -$29.9K -100 -2%
CF
1480
Convergence Financial
Missouri
$1.83M -$57.8K -193 -3%
WA
1481
Wealth Alliance
New York
$1.83M +$101K +338 +6%
WCM
1482
Weik Capital Management
Pennsylvania
$1.83M +$11.1K +37 +0.6%
CWP
1483
Core Wealth Partners
California
$1.82M +$15.9K +53 +0.9%
NSAM
1484
North Star Asset Management
Wisconsin
$1.82M -$89.5K -299 -5%
PWAM
1485
Pinnacle West Asset Management
Wyoming
$1.81M -$42.8K -143 -2%
IWA
1486
IVC Wealth Advisors
Pennsylvania
$1.81M -$3.89K -13 -0.2%
WCM
1487
Winthrop Capital Management
Indiana
$1.81M -$94.3K -315 -5%
SW
1488
SteelPeak Wealth
California
$1.81M -$7.71M -25,745 -81%
GWA
1489
Gratus Wealth Advisors
Virginia
$1.8M +$118K +395 +7%
IP
1490
Indivisible Partners
Florida
$1.8M +$1.82M +6,088 New
WAM
1491
Worth Asset Management
Texas
$1.8M +$1.34M +4,470 +277%
BPW
1492
Bingham Private Wealth
California
$1.8M +$1.82M +6,082 New
AC
1493
Avestar Capital
New York
$1.8M +$86.9K +290 +5%
BCG
1494
BayBridge Capital Group
California
$1.8M -$9.58K -32 -0.5%
HFM
1495
Hartford Financial Management
Connecticut
$1.8M – – –
CC
1496
Cultivar Capital
Texas
$1.79M -$12K -40 -0.7%
AWM
1497
Aprio Wealth Management
Georgia
$1.79M +$460K +1,536 +47%
COI
1498
Connable Office Inc
Michigan
$1.79M – – –
GIP
1499
Granite Investment Partners
California
$1.79M – – –
MCP
1500
Mirador Capital Partners
California
$1.78M +$3.59K +12 +0.2%