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Name Holding Trade Value Shares
Change
Change in
Stake
KP
1501
Keel Point
Alabama
$413K +$50.6K +1,341 +14%
BCG
1502
Breakwater Capital Group
New Jersey
$413K -$73.9K -1,958 -15%
MW
1503
Marble Wealth
Alabama
$413K +$422K +11,186 New
CGL
1504
Clarius Group LLC
Washington
$412K +$69.9K +1,850 +20%
HWM
1505
Horizon Wealth Management
Illinois
$411K – – –
4A
1506
4Wealth Advisors
Illinois
$411K -$564K -14,929 -57%
AWM
1507
Aries Wealth Management
Maine
$411K – – –
SL
1508
Sentinus LLC
Illinois
$410K +$141K +3,737 +51%
NB
1509
Nicolet Bankshares
Wisconsin
$410K – – –
MC
1510
Matisse Capital
Oregon
$408K -$50.6K -1,341 -11%
AWM
1511
Aprio Wealth Management
Georgia
$407K +$59.2K +1,569 +17%
TIA
1512
Traphagen Investment Advisors
New Jersey
$407K -$3.78K -100 -0.9%
DWA
1513
Delos Wealth Advisors
Texas
$407K -$9.44K -250 -2%
BIP
1514
Blueprint Investment Partners
North Carolina
$407K +$29.9K +793 +8%
RPWA
1515
Regent Peak Wealth Advisors
Georgia
$406K +$68.8K +1,823 +20%
CVM
1516
Cheviot Value Management
California
$406K -$565K -14,970 -64%
OpenArc Corporate Advisory
1517
OpenArc Corporate Advisory
Georgia
$405K +$415K +10,986 New
ISWM
1518
Independent Solutions Wealth Management
New York
$405K – – –
GAM
1519
Gemmer Asset Management
California
$405K +$56.6K +1,499 +16%
VHAM
1520
Van Hulzen Asset Management
California
$404K -$339K -8,978 -45%
SWA
1521
SOA Wealth Advisors
New York
$404K -$680 -18 -0.2%
SFO
1522
Stokes Family Office
Louisiana
$403K -$68.3K -1,809 -14%
WKWM
1523
Walter & Keenan Wealth Management
Indiana
$402K +$4.42K +117 +1%
GWANC
1524
Guardian Wealth Advisors (North Carolina)
North Carolina
$401K +$51.3K +1,359 +14%
RMCM
1525
Reynders McVeigh Capital Management
Massachusetts
$399K -$10.8K -285 -3%