Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1676
Sulzberger Capital Advisors
Florida
$256K – – –
OWP
1677
Obermeyer Wealth Partners
Colorado
$255K -$14.1K -33 -5%
EFG
1678
Embree Financial Group
Illinois
$255K +$55.3K +129 +28%
TW
1679
Tempo Wealth
Ohio
$254K +$255K +596 New
CWA
1680
Cura Wealth Advisors
Illinois
$253K +$39K +91 +18%
WG
1681
Welch Group
Alabama
$253K +$2.14K +5 +0.8%
BCM
1682
Basso Capital Management
Connecticut
$252K +$254K +592 New
NCTC
1683
New Covenant Trust Company
Indiana
$252K – – –
QIM
1684
Quantitative Investment Management
Virginia
$252K +$254K +592 New
RAM
1685
Reflection Asset Management
South Carolina
$251K +$252K +588 New
SFS
1686
Stiles Financial Services
Minnesota
$249K -$16.7K -39 -6%
Axa
1687
Axa
France
$249K +$250K +584 New
FNT
1688
First Nebraska Trust
Nebraska
$248K +$249K +582 New
MPWS
1689
McCarter Private Wealth Services
Massachusetts
$247K +$7.28K +17 +3%
CIP
1690
Convergence Investment Partners
Florida
$246K -$9.85K -23 -4%
PPWM
1691
Paragon Private Wealth Management
Kentucky
$246K -$26.1K -61 -10%
WAM
1692
Werlinich Asset Management
Connecticut
$246K – – –
DWM
1693
DecisionMap Wealth Management
Virginia
$245K -$6.85K -16 -3%
PK
1694
Pflug Koory
Nebraska
$245K – – –
KC
1695
Knuff & Co
California
$245K +$130K +303 +111%
IA
1696
Integrity Alliance
Iowa
$245K +$24.8K +58 +11%
HFS
1697
Hoge Financial Services
Pennsylvania
$244K -$18.8K -44 -7%
PGA
1698
Portland Global Advisors
Maine
$244K -$24.4K -57 -9%
HCMG
1699
Howard Capital Management Group
California
$243K +$18K +42 +8%
IA
1700
IFG Advisory
Georgia
$243K – – –