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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1176
Schnieders Capital Management
California
$212K – – –
SHGA
1177
Sand Hill Global Advisors
California
$211K -$22.7K -79 -9%
BEI
1178
Benjamin Edwards Inc
Missouri
$211K +$4.59K +16 +2%
BA
1179
Bluesphere Advisors
Pennsylvania
$209K – – –
JSW
1180
Journey Strategic Wealth
New Jersey
$209K +$222K +772 New
CAM
1181
Concorde Asset Management
Michigan
$208K -$5.46K -19 -2%
OFG
1182
Oxford Financial Group
Indiana
$207K -$14.1K -49 -6%
MTIC
1183
Missouri Trust & Investment Company
Missouri
$206K – – –
SDJVC
1184
St. Denis J. Villere & Co
Louisiana
$205K – – –
BJL
1185
Brighton Jones LLC
Washington
$205K +$4.31K +15 +2%
BWM
1186
BigSur Wealth Management
Florida
$205K +$14.1K +49 +7%
CFO
1187
CVA Family Office
Colorado
$204K -$74.7K -260 -26%
EH
1188
Equitable Holdings
New York
$204K +$5.74K +20 +3%
FW
1189
FirstPurpose Wealth
Utah
$204K +$218K +758 New
GG
1190
Greenwood Gearhart
Arkansas
$203K – – –
BAM
1191
Berkshire Asset Management
Pennsylvania
$202K -$10.9K -38 -5%
RIA
1192
Realta Investment Advisors
Delaware
$202K +$1.15K +4 +0.5%
IA
1193
IFG Advisory
Georgia
$201K +$214K +745 New
MPWT
1194
MassMutual Private Wealth & Trust
Connecticut
$199K +$29.6K +103 +16%
JWM
1195
Janiczek Wealth Management
Colorado
$196K +$45.4K +158 +28%
DFCM
1196
Dark Forest Capital Management
Puerto Rico
$187K +$199K +693 New
IBOK
1197
Independence Bank of Kentucky
Kentucky
$186K -$45.4K -158 -19%
SBL
1198
Sargent Bickham Lagudis
Colorado
$184K -$9.77K -34 -5%
CWC
1199
Carolinas Wealth Consulting
North Carolina
$180K +$7.64M +26,612 +119%
BC
1200
Burleson & Co
California
$179K +$190K +663 New
46 47
48
49 50