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Name Holding Trade Value Shares
Change
Change in
Stake
CA
2201
Continuum Advisory
Idaho
$695K -$31.8K -341 -4%
CM
2202
Cercano Management
Washington
$694K
TCBWMS
2203
Texas Capital Bank Wealth Management Services
Texas
$694K +$509K +5,452 +240%
Edgewood Management
2204
Edgewood Management
Connecticut
$693K
FBB
2205
Fulton Breakefield Broenniman
Maryland
$692K -$45.6K -488 -6%
RPWA
2206
Regent Peak Wealth Advisors
Georgia
$690K -$188K -2,012 -21%
AFM
2207
Aspetuck Financial Management
Connecticut
$690K -$572K -6,124 -44%
MWA
2208
Midland Wealth Advisors
Illinois
$689K -$82.9K -888 -10%
GSWA
2209
Good Steward Wealth Advisors
Tennessee
$688K +$715K +7,663 New
AT
2210
Arlington Trust
Alabama
$687K -$27.4K -294 -4%
CCC
2211
Compass Capital Corp
Massachusetts
$686K -$644K -6,899 -44%
S
2212
Sachetta
Massachusetts
$686K -$57K -611 -7%
GPW
2213
Gray Private Wealth
Massachusetts
$684K
Marshall Wace
2214
Marshall Wace
United Kingdom
$683K +$679K +7,276 +2,198%
MWM
2215
Mattern Wealth Management
Kansas
$681K +$22.8K +244 +3%
RWI
2216
Red Wave Investments
Pennsylvania
$680K -$6.07K -65 -0.9%
PTB
2217
Pioneer Trust Bank
Oregon
$678K +$7.56K +81 +1%
SCP
2218
Sivia Capital Partners
California
$678K +$58.3K +624 +9%
SWA
2219
SOA Wealth Advisors
New York
$678K -$1.77K -19 -0.3%
CH
2220
Cromwell Holdings
Wyoming
$677K +$128K +1,371 +22%
NA
2221
Navellier & Associates
Nevada
$675K -$617K -6,604 -45%
LCWP
2222
Legacy Capital Wealth Partners
Arkansas
$675K +$132K +1,410 +23%
GCC
2223
Game Creek Capital
Massachusetts
$673K -$46.7K -500 -6%
PTC
2224
Petrus Trust Company
Texas
$670K +$365K +3,910 +110%
MFG
2225
Mosaic Financial Group
Illinois
$669K -$45.6K -488 -6%