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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
1501
Clarius Group LLC
Washington
$412K +$69.9K +1,850 +20%
HWM
1502
Horizon Wealth Management
Illinois
$411K
4A
1503
4Wealth Advisors
Illinois
$411K -$564K -14,929 -57%
AWM
1504
Aries Wealth Management
Maine
$411K
SL
1505
Sentinus LLC
Illinois
$410K +$141K +3,737 +51%
NB
1506
Nicolet Bankshares
Wisconsin
$410K
MC
1507
Matisse Capital
Oregon
$408K -$50.6K -1,341 -11%
AWM
1508
Aprio Wealth Management
Georgia
$407K +$59.2K +1,569 +17%
TIA
1509
Traphagen Investment Advisors
New Jersey
$407K -$3.78K -100 -0.9%
DWA
1510
Delos Wealth Advisors
Texas
$407K -$9.44K -250 -2%
BIP
1511
Blueprint Investment Partners
North Carolina
$407K +$29.9K +793 +8%
RPWA
1512
Regent Peak Wealth Advisors
Georgia
$406K +$68.8K +1,823 +20%
CVM
1513
Cheviot Value Management
California
$406K -$565K -14,970 -64%
OCA
1514
OpenArc Corporate Advisory
Georgia
$405K +$415K +10,986 New
ISWM
1515
Independent Solutions Wealth Management
New York
$405K
GAM
1516
Gemmer Asset Management
California
$405K +$56.6K +1,499 +16%
VHAM
1517
Van Hulzen Asset Management
California
$404K -$339K -8,978 -45%
SWA
1518
SOA Wealth Advisors
New York
$404K -$680 -18 -0.2%
SFO
1519
Stokes Family Office
Louisiana
$403K -$68.3K -1,809 -14%
WKWM
1520
Walter & Keenan Wealth Management
Indiana
$402K +$4.42K +117 +1%
GWANC
1521
Guardian Wealth Advisors (North Carolina)
North Carolina
$401K +$51.3K +1,359 +14%
RMCM
1522
Reynders McVeigh Capital Management
Massachusetts
$399K -$10.8K -285 -3%
FFN
1523
Focus Financial Network
Minnesota
$398K +$8.42K +223 +2%
UBV
1524
United Bank (Virginia)
Virginia
$398K
CWM
1525
Centric Wealth Management
Illinois
$398K +$77K +2,039 +33%