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Name Holding Trade Value Shares
Change
Change in
Stake
JPWM
776
Jamison Private Wealth Management
Georgia
$231K – – –
SWM
777
Stockman Wealth Management
Montana
$231K – – –
EWS
778
Evergreen Wealth Solutions
Pennsylvania
$229K +$187K +710 New
S
779
Sunpointe
Missouri
$223K +$2.37K +9 +1%
AIM
780
Athena Investment Management
California
$223K -$61K -232 -23%
CCM
781
Consolidated Capital Management
California
$223K – – –
SOW
782
State of Wyoming
Wyoming
$218K +$182K +691 +785%
RMC
783
Resources Management Corp
Connecticut
$216K – – –
LAM
784
Longboard Asset Management
Arizona
$215K – – –
RMDI
785
R.M. Davis Inc
Maine
$215K – – –
FHWM
786
Fox Hill Wealth Management
Massachusetts
$214K -$10.5K -40 -5%
AO
787
Advisor OS
Illinois
$213K -$13.7K -52 -6%
HTC
788
Haverford Trust Company
Pennsylvania
$213K +$200K +760 New
LP
789
LMR Partners
United Kingdom
$212K +$199K +758 New
JCM
790
Jacobi Capital Management
Pennsylvania
$212K – – –
OPCM
791
Osborne Partners Capital Management
California
$211K -$3.94K -15 -2%
MC
792
Machina Capital
France
$211K +$198K +752 New
BEC
793
Blue Edge Capital
Virginia
$210K -$65.7K -250 -25%
V
794
VeraBank
Texas
$210K – – –
VCM
795
Vision Capital Management
Oregon
$210K – – –
RC
796
Rexford Capital
Texas
$209K – – –
PWMG
797
Pinnacle Wealth Management Group
Michigan
$206K +$194K +737 New
FSA
798
Franklin Street Advisors
North Carolina
$206K -$10.5K -40 -5%
FRA
799
Frank Rimerman Advisors
California
$204K +$192K +730 New
DAS
800
Diversify Advisory Services
Utah
$204K +$178K +678 New