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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
2351
Baldwin Investment Management
Pennsylvania
$558K -$179K -1,915 -24%
BWG
2352
Beta Wealth Group
California
$558K +$9.71K +104 +2%
AFWM
2353
AMJ Financial Wealth Management
Virginia
$558K +$580K +6,215 New
WAM
2354
Weatherly Asset Management
California
$557K +$4.2K +45 +0.7%
TPWA
2355
TRUE Private Wealth Advisors
Oregon
$556K +$65K +696 +13%
CIS
2356
Capital International Sarl
California
$556K -$418K -4,482 -42%
WA
2357
Waddell & Associates
Tennessee
$554K -$104K -1,116 -15%
BFPW
2358
BOK Financial Private Wealth
Colorado
$553K -$156K -1,671 -21%
FAT
2359
First American Trust
California
$552K +$654 +7 +0.1%
RCA
2360
Roberts Capital Advisors
Colorado
$551K +$573K +6,141 New
PWM
2361
Pines Wealth Management
North Carolina
$551K +$14.4K +154 +2%
ACM
2362
Aljian Capital Management
Nevada
$551K +$13.2K +141 +2%
PCM
2363
Prelude Capital Management
New York
$550K -$21.7K -232 -4%
CCA
2364
Cottonwood Capital Advisors
Utah
$550K
RYIA
2365
Roehl & Yi Investment Advisors
Oregon
$550K +$10.9K +117 +2%
BI
2366
Bolthouse Investments
California
$549K
HCM
2367
Hall Capital Management
Rhode Island
$547K -$1.38M -14,729 -71%
PAM
2368
PCG Asset Management
New Jersey
$547K +$2.8K +30 +0.5%
FFP
2369
FourThought Financial Partners
Florida
$547K +$84.6K +906 +17%
OW
2370
Olistico Wealth
Oklahoma
$544K -$13.2K -141 -2%
EBSAM
2371
Eubel Brady & Suttman Asset Management
Ohio
$544K +$71.7K +768 +14%
HWA
2372
HCR Wealth Advisors
California
$544K -$1.27M -13,639 -69%
S
2373
SimplyRich
California
$543K
NB
2374
Nicolet Bankshares
Wisconsin
$543K
CWM
2375
Compass Wealth Management
Connecticut
$542K -$16.5K -177 -3%