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Name Holding Trade Value Shares
Change
Change in
Stake
CC
1076
Corton Capital
Ontario, Canada
$323K +$313K +1,012 New
EAM
1077
Evanson Asset Management
California
$322K -$40.2K -130 -11%
LC
1078
Landaas & Company
Wisconsin
$321K – – –
SPWM
1079
Spartan Planning & Wealth Management
North Carolina
$320K +$309K +1,001 New
E Fund Management
1080
E Fund Management
China
$319K -$41.7K -135 -12%
Cullen Capital Management
1081
Cullen Capital Management
New York
$319K – – –
Everett Harris & Co
1082
Everett Harris & Co
California
$319K – – –
MFC
1083
Mechanics Financial Corp
Ohio
$319K – – –
CFO
1084
CVA Family Office
Colorado
$319K +$61.8K +200 +25%
IGWM
1085
ICA Group Wealth Management
Colorado
$319K +$294K +952 New
CCM
1086
CTC Capital Management
Illinois
$319K +$309K +1,000 New
LI
1087
LMCG Investments
Massachusetts
$316K +$306K +990 New
FHB
1088
First Hawaiian Bank
Hawaii
$315K -$630K -2,037 -67%
IFWM
1089
Institute for Wealth Management
Colorado
$315K – – –
LW
1090
Linscomb Wealth
Texas
$315K +$23.2K +75 +8%
FFA
1091
Founders Financial Alliance
North Carolina
$314K -$5.87K -19 -2%
RPWA
1092
Regent Peak Wealth Advisors
Georgia
$314K +$9.89K +32 +3%
WI
1093
WrapManager Inc
California
$313K +$309 +1 +0.1%
CA
1094
Crewe Advisors
Utah
$313K +$111K +360 +58%
SAM
1095
Strategy Asset Managers
California
$313K +$303K +979 New
GA
1096
Geller Advisors
New York
$313K +$303K +980 New
W
1097
Wealthquest
Ohio
$311K – – –
NB
1098
Nicolet Bankshares
Wisconsin
$309K – – –
AWM
1099
Atticus Wealth Management
Florida
$305K -$21.6K -70 -7%
First Horizon Advisors
1100
First Horizon Advisors
Tennessee
$304K -$177K -574 -38%