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Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
1051
Chas P. Smith & Associates (CPS)
Florida
$227K +$216K +2,684 New
DMBA
1052
Deseret Mutual Benefit Administrators
Utah
$225K -$16K -198 -7%
TL
1053
Tradewinds LLC
North Carolina
$224K +$4.5M +55,787 New
CFO
1054
CVA Family Office
Colorado
$224K +$8.31K +103 +4%
SOW
1055
State of Wyoming
Wyoming
$223K -$257K -3,182 -55%
CWWM
1056
Clear Wave Wealth Management
New Jersey
$223K +$212K +2,634 New
HIM
1057
Hanlon Investment Management
New Jersey
$222K -$25.5K -316 -11%
RA
1058
Range Advisory
Virginia
$221K +$211K +2,612 New
LCM
1059
Lazari Capital Management
California
$221K +$210K +2,608 New
SL
1060
Sentinus LLC
Illinois
$221K +$210K +2,607 New
SLI
1061
Sumitomo Life Insurance
Japan
$220K -$2.18K -27 -1%
TCM
1062
Triumph Capital Management
Colorado
$219K -$112K -1,387 -35%
BEAM
1063
Baker Ellis Asset Management
Washington
$219K +$209K +2,593 New
BHPW
1064
Beverly Hills Private Wealth
California
$219K -$265K -3,289 -56%
PPW
1065
Parcion Private Wealth
Washington
$219K -$4.9M -60,779 -96%
LJAC
1066
L.J. Altfest & Co
New York
$216K +$206K +2,549 New
FWA
1067
FSM Wealth Advisors
Ohio
$216K +$205K +2,548 New
CFS
1068
CRA Financial Services
New Jersey
$214K +$204K +2,533 New
CSPIA
1069
Cary Street Partners Investment Advisory
Virginia
$214K +$50.6K +628 +33%
SPC
1070
Sigma Planning Corp
Michigan
$214K +$204K +2,530 New
ACP
1071
Aviance Capital Partners
Florida
$214K +$204K +2,528 New
LWM
1072
Langley Wealth Management
Mississippi
$214K +$204K +2,525 New
CT
1073
Caldwell Trust
Florida
$213K -$3.71K -46 -2%
AL
1074
Aspiriant LLC
California
$210K -$124K -1,542 -38%
HA
1075
Huntleigh Advisors
Missouri
$210K +$200K +2,479 New