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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
2226
Sunbeam Capital Management
Georgia
$557K +$60.6K +762 +12%
CWP
2227
Core Wealth Partners
California
$556K -$9.06K -114 -2%
AWM
2228
Aprio Wealth Management
Georgia
$556K +$22.9K +288 +4%
SFO
2229
Stokes Family Office
Louisiana
$556K +$44.5K +560 +9%
OPA
2230
Old Port Advisors
Maine
$556K -$3.66K -46 -0.7%
MCM
2231
Morton Capital Management
California
$554K -$33.6K -423 -6%
HP
2232
Holistic Planning
Texas
$553K +$27.7K +349 +5%
TWM
2233
TCFG Wealth Management
California
$552K -$125K -1,570 -18%
SIC
2234
Samalin Investment Counsel
New York
$552K -$14.6K -184 -3%
EIG
2235
Ellenbecker Investment Group
Wisconsin
$552K -$636 -8 -0.1%
MFG
2236
Magnus Financial Group
New York
$551K -$6.68K -84 -1%
SWMP
2237
Signature Wealth Management Partners
New Jersey
$551K -$3.9K -49 -0.7%
TPWA
2238
TRUE Private Wealth Advisors
Oregon
$551K +$60.3K +758 +12%
PTB
2239
Pioneer Trust Bank
Oregon
$549K -$49.4K -621 -8%
CCIA
2240
Campbell & Co Investment Adviser
Maryland
$549K -$921K -11,592 -63%
BWL
2241
Bogart Wealth LLC
Virginia
$548K +$22.8K +287 +4%
AIA
2242
Allied Investment Advisors
Montana
$547K -$13K -163 -2%
CM
2243
Caption Management
Oklahoma
$546K +$548K +6,900 New
SFG
2244
Sather Financial Group
Texas
$545K
PNAA
2245
Pictet North America Advisors
Switzerland
$544K
SWP
2246
Semus Wealth Partners
Florida
$543K +$145K +1,823 +36%
NP
2247
Nilsine Partners
Colorado
$542K -$192K -2,411 -26%
1WM
2248
1858 Wealth Management
Ohio
$542K -$131K -1,651 -19%
APIM
2249
Agate Pass Investment Management
Washington
$541K -$582K -7,325 -52%
IF
2250
Intrua Financial
Texas
$541K -$24.5K -308 -4%