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Name Holding Trade Value Shares
Change
Change in
Stake
GA
1801
Geller Advisors
New York
$1.58M -$576K -4,848 -26%
SQA
1802
Simon Quick Advisors
New Jersey
$1.58M +$65.3K +550 +4%
MCWA
1803
Meadow Creek Wealth Advisors
Georgia
$1.58M +$92.1K +775 +6%
AWAP
1804
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.58M -$62.3K -524 -4%
RFA
1805
Register Financial Advisors
Georgia
$1.58M -$26.3K -221 -2%
NAS
1806
NWF Advisory Services
California
$1.57M +$211K +1,780 +15%
ABLA
1807
Alan B. Lancz & Associates
Ohio
$1.57M +$11.9K +100 +0.7%
EW
1808
Evoke Wealth
California
$1.57M +$1.63M +13,724 New
TSWM
1809
Triangle Securities Wealth Management
North Carolina
$1.57M -$294K -2,473 -15%
LMIM
1810
Lockheed Martin Investment Management
Maryland
$1.57M +$808K +6,800 +97%
PHIC
1811
Pine Haven Investment Counsel
Massachusetts
$1.57M +$5.46K +46 +0.3%
SLT
1812
St Louis Trust
Missouri
$1.57M -$202K -1,700 -11%
AWM
1813
Accurate Wealth Management
Florida
$1.57M -$2.33M -19,637 -58%
MSAM
1814
Moloney Securities Asset Management
Missouri
$1.56M -$2.38K -20 -0.1%
SKK
1815
Shepherd Kaplan Krochuk
Massachusetts
$1.56M +$631K +5,314 +63%
CFS
1816
CRA Financial Services
New Jersey
$1.55M -$11.4K -96 -0.7%
PCP
1817
Pacific Capital Partners
$1.55M +$127K +1,069 +8%
WCM Investment Management
1818
WCM Investment Management
California
$1.55M +$1.25M +10,482 +329%
FRA
1819
Frank Rimerman Advisors
California
$1.55M -$2.16M -18,219 -57%
BV
1820
Boxwood Ventures
Illinois
$1.55M
MSWM
1821
McGlone Suttner Wealth Management
Wisconsin
$1.55M +$307K +2,587 +23%
FFA
1822
First Foundation Advisors
California
$1.54M -$146K -1,231 -8%
MFP
1823
Meridian Financial Partners
Virginia
$1.54M +$943K +7,939 +142%
BIA
1824
Bigelow Investment Advisors
Maine
$1.54M -$62.7K -528 -4%
NIA
1825
NIA Impact Advisors
California
$1.54M +$9.5K +80 +0.6%