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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
2476
Baldwin Investment Management
Pennsylvania
$565K -$18.8K -200 -4%
SC
2477
Summa Corp
Texas
$564K +$45.1K +480 +10%
LWM
2478
Lyell Wealth Management
California
$564K +$34.7K +370 +7%
PWP
2479
Ponta Wealth Partners
Florida
$562K +$501K +5,342 New
OBWP
2480
O'Brien Wealth Partners
Massachusetts
$561K +$657 +7 +0.1%
RC
2481
Rahlfs Capital
Texas
$561K
ZAM
2482
Zevin Asset Management
Massachusetts
$560K -$17.6K -188 -3%
BPW
2483
Bingham Private Wealth
California
$560K +$499K +5,316 New
GWM
2484
Gibbs Wealth Management
Georgia
$559K -$97.3K -1,037 -17%
CA
2485
Corecam AG
$559K +$498K +5,308 New
AFG
2486
ABLE Financial Group
Arizona
$559K -$15K -160 -3%
MA
2487
Maxele Advisors
Missouri
$557K +$11.4K +121 +2%
ACGA
2488
Atlanta Consulting Group Advisors
Georgia
$557K +$1.31K +14 +0.3%
MWA
2489
Midland Wealth Advisors
Illinois
$557K -$62.6K -667 -11%
FB
2490
First Bancorp
Maine
$556K
SIA
2491
SeaBridge Investment Advisors
New Jersey
$556K
OFW
2492
Omnia Family Wealth
Florida
$554K
DCM
2493
Driehaus Capital Management
Illinois
$553K +$493K +5,257 New
DAC
2494
Dividend Assets Capital
South Carolina
$553K -$113K -1,200 -19%
AAS
2495
Annex Advisory Services
Wisconsin
$553K -$136K -1,448 -22%
GSWA
2496
Good Steward Wealth Advisors
Tennessee
$553K -$8.36K -89 -2%
MAM
2497
McLaughlin Asset Management
Illinois
$552K +$492K +5,241 New
USB
2498
Union Savings Bank
Connecticut
$551K +$492K +5,238 New
HFAS
2499
Hummer Financial Advisory Services
Illinois
$551K +$6.85K +73 +1%
WBC
2500
West Branch Capital
Massachusetts
$550K -$1.49M -15,875 -75%