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Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
2301
Signature Estate & Investment Advisors
California
$797K -$144K -1,243 -16%
TIA
2302
Traphagen Investment Advisors
New Jersey
$796K -$62.5K -541 -8%
AWM
2303
Arista Wealth Management
Nevada
$795K +$8.77K +76 +1%
AWM
2304
Ariadne Wealth Management
California
$794K -$1.62K -14 -0.2%
CAG
2305
Curtis Advisory Group
California
$794K
TWM
2306
Trueblood Wealth Management
Ohio
$793K -$110K -952 -13%
TA
2307
TrueWealth Advisors
Alabama
$792K +$512K +4,433 +206%
FWTB
2308
First Western Trust Bank
Colorado
$792K +$24K +208 +3%
SAM
2309
Simplify Asset Management
Nevada
$787K +$756K +6,544 New
APW
2310
Alliance Private Wealth
Massachusetts
$787K +$16.3K +141 +2%
RA
2311
Riversedge Advisors
Delaware
$785K +$36.1K +313 +5%
PAS
2312
PKS Advisory Services
New York
$783K -$46.1K -399 -6%
SWP
2313
Semus Wealth Partners
Florida
$783K -$462 -4 -0.1%
CM
2314
Caption Management
Oklahoma
$782K -$13.9M -120,000 -95%
TIA
2315
Tiemann Investment Advisors
California
$781K -$38.3K -332 -5%
Capstone Investment Advisors
2316
Capstone Investment Advisors
New York
$779K -$2.94M -25,432 -80%
OL
2317
one8zero8 LLC
North Carolina
$777K -$41.4K -359 -5%
TC
2318
TFR Capital
Texas
$776K +$75.5K +654 +11%
CWP
2319
Core Wealth Partners
California
$775K -$1.5K -13 -0.2%
SAM
2320
Summit Asset Management
Tennessee
$775K
BONST
2321
Bank of Nova Scotia Trust
Ontario, Canada
$774K +$428K +3,704 +135%
LGA
2322
Lebenthal Global Advisors
New York
$774K -$76.2K -660 -9%
FMI
2323
F/M Investments
District of Columbia
$773K -$3.38M -29,253 -82%
AOWM
2324
Asset One Wealth Management
Washington
$768K +$61.5K +533 +8%
HC
2325
Hamilton Capital
Ohio
$768K +$52.2K +452 +8%