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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1726
AF Advisors
California
$233K – – –
ACM
1727
Armbruster Capital Management
New York
$233K – – –
CCM
1728
Copeland Capital Management
Pennsylvania
$233K – – –
LW
1729
Linscomb Wealth
Texas
$233K +$154 +1 +0.1%
AR
1730
Apeiron RIA
Texas
$232K +$8.48K +55 +4%
AAB
1731
ABN AMRO Bank
Netherlands
$232K +$231K +1,500 New
OL
1732
OneFund LLC
Florida
$232K +$8.02K +52 +4%
GFP
1733
Gryphon Financial Partners
Ohio
$231K -$3.39K -22 -1%
BAS
1734
Brueske Advisory Services
Washington
$231K +$2.77K +18 +1%
WCA
1735
Whetstone Capital Advisors
Kansas
$231K +$230K +1,490 New
PTP
1736
Platform Technology Partners
New York
$231K -$130K -841 -36%
OCM
1737
One Capital Management
California
$230K +$15.4K +100 +7%
HA
1738
HC Advisors
Georgia
$230K +$154 +1 +0.1%
CWM
1739
Connecticut Wealth Management
Connecticut
$230K – – –
JPWM
1740
Jamison Private Wealth Management
Georgia
$229K -$83.7K -543 -27%
WAM
1741
Wakefield Asset Management
Colorado
$229K – – –
NWM
1742
Northwest Wealth Management
Iowa
$228K +$9.1K +59 +4%
TC
1743
Trilogy Capital
California
$228K +$2.47K +16 +1%
CFG
1744
Carter Financial Group
Illinois
$228K -$92.4K -599 -29%
WRPWM
1745
Werba Rubin Papier Wealth Management
California
$227K +$4.63K +30 +2%
FDCP
1746
Foster Dykema Cabot & Partners
Massachusetts
$227K +$29.6K +192 +15%
HSWM
1747
Hubbell Strickland Wealth Management
Louisiana
$227K +$154 +1 +0.1%
FFG
1748
Floyd Financial Group
Missouri
$225K -$771 -5 -0.3%
PA
1749
Perennial Advisors
New York
$225K – – –
ACI
1750
Alpha Cubed Investments
California
$225K -$14K -91 -6%