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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1726
Strategic Financial Services
New York
$1.31M +$116K +386 +10%
WCM
1727
Weaver Capital Management
Georgia
$1.31M +$769K +2,567 +139%
WBWA
1728
William B. Walkup & Associates
South Carolina
$1.31M
TCWA
1729
Turtle Creek Wealth Advisors
Texas
$1.3M +$187K +625 +17%
SFG
1730
Sunburst Financial Group
Alabama
$1.3M -$6.29K -21 -0.5%
MPCG
1731
Matrix Private Capital Group
New York
$1.3M
GFA
1732
Gallagher Fiduciary Advisors
Illinois
$1.3M +$51.5K +172 +4%
BCM
1733
Basso Capital Management
Connecticut
$1.3M -$446K -1,489 -25%
RL
1734
Rogco LP
Oklahoma
$1.3M +$82.4K +275 +7%
CHJWM
1735
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.3M -$5.99K -20 -0.5%
OA
1736
Oxbow Advisors
Texas
$1.29M -$57.5K -192 -4%
UBG
1737
United Bank (Georgia)
Georgia
$1.29M -$88.3K -295 -6%
FHB
1738
First Hawaiian Bank
Hawaii
$1.29M -$17.1K -57 -1%
RBFC
1739
Roman Butler Fullerton & Co
Missouri
$1.29M +$2.69K +9 +0.2%
SIA
1740
SeaBridge Investment Advisors
New Jersey
$1.29M -$3K -10 -0.2%
BW
1741
BIP Wealth
Georgia
$1.28M +$353K +1,178 +37%
TA
1742
TrueWealth Advisors
Alabama
$1.28M -$40.7K -136 -3%
SW
1743
SMART Wealth
Nebraska
$1.28M -$18.6K -62 -1%
IP
1744
Ignite Planners
California
$1.28M +$53.3K +178 +4%
FAL
1745
Focused Alpha LLC
Colorado
$1.28M +$1.29M +4,321 New
WA
1746
Waddell & Associates
Tennessee
$1.28M -$11.1K -37 -0.8%
NL
1747
NVWM LLC
Pennsylvania
$1.28M -$12K -40 -0.9%
CG
1748
Curat Global
New Hampshire
$1.28M -$404K -1,350 -24%
WLPWM
1749
Walled Lake Planning & Wealth Management
Illinois
$1.28M -$70.1K -234 -5%
CST
1750
Charles Schwab Trust
Nevada
$1.28M +$312K +1,043 +32%