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Name Holding Trade Value Shares
Change
Change in
Stake
RW
1301
Rede Wealth
Virginia
$333K -$62.2K -724 -15%
WAM
1302
Weatherly Asset Management
California
$332K -$15.4K -179 -4%
GLLW
1303
Graves Light Lenhart Wealth
Virginia
$332K
RWM
1304
Revisor Wealth Management
Ohio
$330K +$773 +9 +0.2%
OWP
1305
Obermeyer Wealth Partners
Colorado
$330K -$23K -268 -6%
ZIG
1306
Zullo Investment Group
Pennsylvania
$329K +$18.5K +216 +5%
WAS
1307
Winch Advisory Services
Wisconsin
$329K -$3.95K -46 -1%
GIA
1308
GHP Investment Advisors
Colorado
$329K -$51K -594 -12%
MME
1309
Meag Munich Ergo
Germany
$328K +$155K +1,802 +75%
Members Trust
1310
Members Trust
Florida
$328K +$361K +4,206 New
GSEP
1311
Golden State Equity Partners
California
$327K +$42K +489 +13%
IF
1312
Insight Folios
North Carolina
$327K -$15.4K -179 -4%
MMG
1313
Monetary Management Group
Missouri
$325K -$38.6K -449 -10%
QPWM
1314
Quadrant Private Wealth Management
Pennsylvania
$325K -$2.15K -25 -0.6%
JCM
1315
J2 Capital Management
Michigan
$324K -$7.38K -86 -2%
LOIP
1316
Live Oak Investment Partners
Texas
$324K
BPWM
1317
Badgley Phelps Wealth Managers
Washington
$323K -$183K -2,137 -34%
AWA
1318
Aaron Wealth Advisors
Illinois
$323K +$41.1K +479 +13%
CW
1319
CreativeOne Wealth
Kansas
$323K -$236K -2,747 -40%
PMG
1320
ProVise Management Group
Florida
$321K +$82.3K +959 +31%
NERM
1321
New England Research & Management
Illinois
$320K
CGL
1322
Clarius Group LLC
Washington
$320K +$131K +1,521 +59%
CSPAM
1323
Cary Street Partners Asset Management
Virginia
$319K -$28.8K -335 -8%
FIA
1324
Foundations Investment Advisors
Arizona
$319K +$7.81K +91 +2%
SFO
1325
Stokes Family Office
Louisiana
$319K +$131K +1,520 +60%