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Name Holding Trade Value Shares
Change
Change in
Stake
Simplify Asset Management
2626
Simplify Asset Management
Nevada
$438K +$107K +946 +33%
ATIA
2627
American Trust Investment Advisors
New Hampshire
$437K +$908 +8 +0.2%
SHGA
2628
Sand Hill Global Advisors
California
$436K -$13.3K -117 -3%
TIM
2629
Tortoise Investment Management
New York
$435K – – –
SWM
2630
Seed Wealth Management
Illinois
$435K – – –
CF
2631
Corrigan Financial
Rhode Island
$435K +$908 +8 +0.2%
CAG
2632
Curtis Advisory Group
California
$435K – – –
NED
2633
Nancy E. Dempze
$434K – – –
FNBOSM
2634
First National Bank of South Miami
Florida
$434K -$20.3K -179 -5%
BMC
2635
Benin Management Corp
Connecticut
$434K +$7.04K +62 +2%
SCM
2636
SOL Capital Management
Maryland
$433K -$20.4K -180 -5%
ME
2637
McIlrath & Eck
Washington
$432K -$30.1K -265 -7%
SPWG
2638
Sage Private Wealth Group
Illinois
$432K +$341 +3 +0.1%
TWA
2639
Talisman Wealth Advisors
New Jersey
$431K +$22.4K +197 +6%
SCM
2640
Stonehearth Capital Management
Massachusetts
$431K – – –
GA
2641
Goldstein Advisors
Wisconsin
$430K -$26.6K -234 -6%
Seizert Capital Partners
2642
Seizert Capital Partners
Michigan
$429K – – –
CAWM
2643
Capital Advisors Wealth Management
Washington
$429K +$7.15K +63 +2%
FMP
2644
Financial Management Professionals
Texas
$429K +$8.74K +77 +2%
FNBSF
2645
First National Bank Sioux Falls
South Dakota
$429K – – –
OKSA
2646
O'Keefe Stevens Advisory
New York
$429K – – –
RWP
2647
Revolve Wealth Partners
New Jersey
$428K +$15.1K +133 +4%
CWM
2648
Centurion Wealth Management
Virginia
$427K – – –
BCM
2649
Bluefin Capital Management
New York
$427K +$420K +3,700 New
BIA
2650
Benchmark Investment Advisors
Illinois
$427K -$23.3K -205 -5%