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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2201
Salvus Wealth Management
New Jersey
$684K +$9.6K +21 +2%
EP
2202
Eudaimonia Partners
Tennessee
$681K +$16K +35 +3%
AWA
2203
Amplius Wealth Advisors
Pennsylvania
$680K +$8.23K +18 +1%
NJBEST
2204
New Jersey Better Educational Savings Trust
New Jersey
$679K
FA
2205
Fiducient Advisors
Illinois
$678K +$26.5K +58 +4%
SFO
2206
Stokes Family Office
Louisiana
$678K +$10.5K +23 +2%
SDWIA
2207
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$676K -$91.4K -200 -12%
WCM
2208
Wedge Capital Management
North Carolina
$675K -$11.4K -25 -2%
EFI
2209
EHP Funds Inc
Canada
$674K -$183K -400 -22%
SW
2210
SkyOak Wealth
Michigan
$674K
KFA
2211
Krane Funds Advisors
New York
$673K +$644K +1,408 New
BFS
2212
Baskin Financial Services
Ontario, Canada
$672K -$159K -347 -20%
LWIC
2213
Leith Wheeler Investment Counsel
British Columbia, Canada
$672K -$29.7K -65 -4%
FFG
2214
Fortem Financial Group
California
$671K
TW
2215
Traveka Wealth
California
$671K +$57.6K +126 +10%
MI
2216
Motiv8 Investments
Florida
$670K +$128K +279 +25%
TNA
2217
True North Advisors
Texas
$670K -$56.7K -124 -8%
LA
2218
Latitude Advisors
Florida
$669K -$49.4K -108 -7%
OFG
2219
Oxford Financial Group
Indiana
$666K -$16.9K -37 -3%
TFO
2220
Tarbox Family Office
California
$665K
CIP
2221
Convergence Investment Partners
Florida
$664K -$1.83K -4 -0.3%
SVWAG
2222
Sound View Wealth Advisors Group
Georgia
$663K -$47.1K -103 -7%
BAM
2223
BOS Asset Management
Illinois
$663K -$914 -2 -0.1%
HCC
2224
Hirtle Callaghan & Co
Pennsylvania
$662K +$629K +1,375 New
BHB
2225
Bank Hapoalim BM
Israel
$658K -$180K -393 -22%