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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2376
Shum Financial Group
California
$636K -$3.94K -42 -0.7%
SWM
2377
SHP Wealth Management
Massachusetts
$636K +$567K +6,037 New
MWM
2378
Mattern Wealth Management
Kansas
$635K +$9.39K +100 +2%
CSPIA
2379
Cary Street Partners Investment Advisory
Virginia
$634K +$98K +1,044 +21%
CIM
2380
Cambria Investment Management
California
$634K +$565K +6,024 New
FBT
2381
First Bank & Trust
South Dakota
$632K +$563K +6,002 New
ACA
2382
Atlas Capital Advisors
Wyoming
$631K +$562K +5,992 New
SWM
2383
Steinberganna Wealth Management
New York
$629K +$53.5K +570 +11%
AFT
2384
Alpha Family Trust
California
$629K
SCM
2385
Sterling Capital Management
North Carolina
$628K -$342K -3,648 -38%
WAM
2386
Weatherly Asset Management
California
$628K +$845 +9 +0.2%
CCM
2387
Cohen Capital Management
California
$628K
AIM
2388
Aspen Investment Management
Michigan
$628K +$560K +5,969 New
BFG
2389
Beto Financial Group
Idaho
$628K +$520K +5,537 New
BCM
2390
Banyan Capital Management
Georgia
$628K -$40K -426 -7%
CCA
2391
Cottonwood Capital Advisors
Utah
$627K
SCA
2392
Southern Capital Advisors
Tennessee
$627K -$7.13K -76 -1%
ACM
2393
Aljian Capital Management
Nevada
$626K +$3.1K +33 +0.6%
HC
2394
Hamilton Capital
Ohio
$625K +$557K +5,936 New
CAM
2395
Congress Asset Management
Massachusetts
$625K -$42.2K -450 -7%
KA
2396
KDT Advisors
New York
$624K
CH
2397
Canton Hathaway
Rhode Island
$621K
CW
2398
Channel Wealth
California
$619K -$22.6K -241 -4%
SAMT
2399
Select Asset Management & Trust
Pennsylvania
$619K
NCTC
2400
New Covenant Trust Company
Indiana
$619K +$4.51K +48 +0.8%