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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1776
Schnieders Capital Management
California
$815K -$36.3K -101 -4%
BAAM
1777
Baker Avenue Asset Management
California
$811K -$333K -926 -29%
FFWA
1778
FRG Family Wealth Advisors
Washington
$811K – – –
RZH
1779
Relyea Zuckerberg Hanson
Connecticut
$810K +$42.1K +117 +5%
BFO
1780
Biltmore Family Office
North Carolina
$807K -$178K -496 -18%
UC
1781
Unio Capital
New Jersey
$804K -$359K -1,000 -31%
WKSWA
1782
White Knight Strategic Wealth Advisors
New Jersey
$803K -$130K -363 -14%
APWM
1783
Atlas Private Wealth Management
New York
$801K +$18.7K +52 +2%
VDBMI
1784
Van Den Berg Management I
Texas
$801K +$249K +694 +45%
LIM
1785
Lagoda Investment Management
New York
$800K -$108K -300 -12%
SC
1786
Solstein Capital
California
$797K -$16.2K -45 -2%
PA
1787
PSI Advisors
Florida
$795K – – –
FANJ
1788
Financial Architects (New Jersey)
New Jersey
$794K +$30.2K +84 +4%
BS
1789
Bessemer Securities
New York
$792K – – –
SAM
1790
Synergy Asset Management
Washington
$791K +$7.91K +22 +1%
VT
1791
Vise Technologies
New York
$791K +$796K +2,214 New
TWA
1792
TCI Wealth Advisors
Arizona
$788K +$14K +39 +2%
WAAG
1793
Wealth Alliance Advisory Group
Kansas
$787K +$81.2K +226 +11%
CIA
1794
Capital Investment Advisors
Georgia
$785K -$3.6K -10 -0.5%
PMA
1795
Prudent Man Advisors
Illinois
$784K -$39.5K -110 -5%
ACM
1796
AlphaStar Capital Management
North Carolina
$779K -$90.2K -251 -10%
AWM
1797
Atticus Wealth Management
Florida
$778K -$36K -100 -4%
PWM
1798
Penobscot Wealth Management
Maine
$778K +$471K +1,309 +151%
SG
1799
StoneX Group
New York
$775K +$254K +707 +48%
LIA
1800
LBMC Investment Advisors
Tennessee
$773K – – –