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Name Holding Trade Value Shares
Change
Change in
Stake
LG
3576
LAM Group
Oregon
$444K – – –
LSA
3577
Lansing Street Advisors
Pennsylvania
$443K +$28.8K +56 +8%
PHWM
3578
Pine Harbor Wealth Management
Maryland
$443K -$86.4K -168 -18%
CFG
3579
Clayton Financial Group
Missouri
$442K +$155K +302 +64%
WIA
3580
Wetzel Investment Advisors
Indiana
$442K – – –
TVM
3581
True Vision MN
Minnesota
$442K -$42.2K -82 -10%
PPW
3582
Pasadena Private Wealth
California
$441K -$74.6K -145 -16%
CCP
3583
Clarity Capital Partners
California
$441K -$25.7K -50 -6%
LAM
3584
LECAP Asset Management
United Kingdom
$440K -$530K -1,031 -57%
IA
3585
IMZ Advisory
Florida
$439K – – –
IFO
3586
Independent Family Office
New York
$439K +$83.9K +163 +27%
BIM
3587
Barton Investment Management
Pennsylvania
$438K – – –
FCIM
3588
Fairview Capital Investment Management
California
$438K +$90K +175 +30%
RRWA
3589
Rainey & Randall Wealth Advisors
Florida
$437K -$5.66K -11 -1%
LCS
3590
Levin Capital Strategies
New York
$435K – – –
OPTFSNA
3591
Old Point Trust & Financial Services N A
Virginia
$435K – – –
LTL
3592
Lowery Thomas LLC
California
$434K – – –
CF
3593
Cantor Fitzgerald
New York
$433K +$79.2K +154 +26%
LWMM
3594
Legacy Wealth Management (Mississippi)
Mississippi
$433K +$389K +756 New
BIA
3595
Bell Investment Advisors
California
$432K +$2.57K +5 +0.7%
PWMA
3596
Pension & Wealth Management Advisors
Massachusetts
$432K +$93.6K +182 +32%
OC
3597
Oakworth Capital
Alabama
$430K +$98.8K +192 +34%
CWMS
3598
Cannon Wealth Management Services
North Carolina
$429K +$386K +750 New
FFW
3599
Fusion Family Wealth
New York
$429K +$55.6K +108 +17%
DDC
3600
DF Dent & Co
Maryland
$428K – – –