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Name Holding Trade Value Shares
Change
Change in
Stake
GPA
1701
Garrison Point Advisors
California
$1.51M -$199K -2,124 -13%
PAA
1702
Peregrine Asset Advisers
Oregon
$1.51M
EGA
1703
E&G Advisors
Texas
$1.51M
MAWA
1704
Moss Adams Wealth Advisors
Washington
$1.5M +$19.3K +206 +1%
AL
1705
ARWA LLC
Texas
$1.5M +$1.34M +14,290 New
SFG
1706
SageGuard Financial Group
Tennessee
$1.5M +$1.34M +14,280 New
MP
1707
McDonald Partners
Ohio
$1.5M +$75.1K +800 +6%
PPC
1708
Park Place Capital
Alabama
$1.5M -$57.7K -615 -4%
CCP
1709
Cassia Capital Partners
North Carolina
$1.49M -$58.4K -622 -4%
TPWM
1710
Twelve Points Wealth Management
Massachusetts
$1.49M -$403K -4,292 -24%
PHIC
1711
Pine Haven Investment Counsel
Massachusetts
$1.49M +$9.86K +105 +0.7%
FFO
1712
Fiduciary Family Office
Florida
$1.49M -$155K -1,651 -10%
BSA
1713
Bull Street Advisors
Georgia
$1.49M
CD
1714
Chapin Davis
Maryland
$1.49M +$50.6K +539 +4%
APG
1715
Abacus Planning Group
South Carolina
$1.49M +$80.9K +862 +7%
CSB
1716
City State Bank
Iowa
$1.48M -$7.04K -75 -0.5%
EWM
1717
Evermay Wealth Management
Virginia
$1.48M -$121K -1,288 -8%
CGFA
1718
Colton Groome Financial Advisors
North Carolina
$1.48M +$50.5K +538 +4%
GP
1719
Guardian Partners
Canada
$1.48M +$927K +9,879 +367%
KCM
1720
Kanawha Capital Management
Virginia
$1.48M -$94 -1 -0%
AA
1721
Auxano Advisors
Washington
$1.48M +$5.16K +55 +0.4%
VMMC
1722
V.M. Manning & Co
South Carolina
$1.48M +$7.32K +78 +0.6%
BAM
1723
Belpointe Asset Management
Nevada
$1.47M -$92K -980 -7%
SC
1724
Stance Capital
Massachusetts
$1.47M -$263K -2,803 -17%
SWM
1725
Segment Wealth Management
Texas
$1.47M -$22.8K -243 -2%