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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1526
Strategic Investment Solutions
Illinois
$498K +$385K +8,407 +292%
AHL
1527
Abel Hall LLC
Louisiana
$496K +$49.8K +1,086 +11%
HPBT
1528
Hickory Point Bank & Trust
Illinois
$496K -$6.65K -145 -1%
SWM
1529
Shrier Wealth Management
California
$496K -$3.9K -85 -0.8%
ABWM
1530
Alpine Bank Wealth Management
Colorado
$494K +$229 +5 +0%
MYAM
1531
Meiji Yasuda Asset Management
Japan
$493K -$10.3K -225 -2%
HWM
1532
Horizon Wealth Management
Illinois
$493K +$1.1K +24 +0.2%
AWM
1533
Aprio Wealth Management
Georgia
$492K +$5.09K +111 +1%
AWM
1534
Aries Wealth Management
Maine
$491K – – –
CWA
1535
CM Wealth Advisors
Ohio
$488K +$119K +2,599 +31%
MC
1536
Matisse Capital
Oregon
$486K -$2.29K -50 -0.5%
FFG
1537
Fortem Financial Group
California
$486K +$20.2K +440 +4%
71 West Capital Partners
1538
71 West Capital Partners
Massachusetts
$485K +$51.8K +1,130 +11%
RPWA
1539
Regent Peak Wealth Advisors
Georgia
$485K -$1.05K -23 -0.2%
ISWM
1540
Independent Solutions Wealth Management
New York
$484K – – –
SCI
1541
Silver Coast Investments
United States
$484K -$44.1K -962 -8%
KWM
1542
Keebeck Wealth Management
Illinois
$483K +$250K +5,457 +99%
TA
1543
Townsend & Associates
Colorado
$483K – – –
KCIA
1544
Kingsbury Capital Investment Advisors
Illinois
$483K +$501K +10,939 New
HGWM
1545
Horst & Graben Wealth Management
Oregon
$483K +$260K +5,679 New
SAM
1546
S.A. Mason
Michigan
$480K +$9.17K +200 +2%
MSFS
1547
Main Street Financial Solutions
Pennsylvania
$480K +$23.5K +513 +5%
RMCM
1548
Reynders McVeigh Capital Management
Massachusetts
$480K +$2.8K +61 +0.6%
FFA
1549
First Foundation Advisors
California
$480K -$33.6K -733 -6%
TWP
1550
Triad Wealth Partners
Kansas
$478K +$158K +3,457 +47%