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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
3251
Advance Capital Management
Michigan
$296K +$270K +2,304 New
SMFG
3252
Sumitomo Mitsui Financial Group
Japan
$296K +$35.1K +300 +15%
APFP
3253
Action Point Financial Planning
Michigan
$295K +$270K +2,304 New
IA
3254
IFC Advisors
California
$295K -$14K -120 -5%
SHGA
3255
Sand Hill Global Advisors
California
$294K -$19K -162 -7%
TFO
3256
Tarbox Family Office
California
$294K – – –
LFGO
3257
Legacy Financial Group (Oklahoma)
Oklahoma
$293K +$2.22K +19 +0.8%
OC
3258
Oarsman Capital
Wisconsin
$293K +$267K +2,279 New
GWM
3259
GK Wealth Management
Nevada
$291K +$265K +2,266 New
HIS
3260
Harvest Investment Services
Illinois
$290K -$9.25K -79 -3%
PIP
3261
Peachtree Investment Partners
Florida
$290K +$32.1K +274 +14%
CWM
3262
Cabot Wealth Management
Massachusetts
$289K +$27.7K +237 +12%
JDLA
3263
J. Derek Lewis & Associates
California
$289K +$25.5K +218 +11%
WAM
3264
Wallington Asset Management
Indiana
$289K – – –
FPWM
3265
FSB Premier Wealth Management
Iowa
$288K -$5.85K -50 -2%
KCIC
3266
Kuhn & Co Investment Counsel
Illinois
$287K +$5.62K +48 +2%
AIA
3267
Accelerate Investment Advisors
California
$287K +$11.6K +99 +5%
SA
3268
Skyline Advisors
Washington
$287K -$585 -5 -0.2%
S
3269
Sachetta
Massachusetts
$287K +$24.9K +213 +11%
VCM
3270
Vines Capital Management
Louisiana
$286K +$1.99K +17 +0.8%
PC
3271
Promethos Capital
Massachusetts
$286K – – –
IAG
3272
Investment Advisory Group
Massachusetts
$285K +$585 +5 +0.2%
SIA
3273
Sovereign Investment Advisors
Arizona
$285K – – –
EWP
3274
Elevation Wealth Partners
California
$284K +$116K +987 +81%
Hudson Bay Capital Management
3275
Hudson Bay Capital Management
Connecticut
$284K -$11.6M -99,295 -98%