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Name Holding Trade Value Shares
Change
Change in
Stake
CF
2426
Copperwynd Financial
Arizona
$761K +$59.1K +459 +7%
AAP
2427
Arax Advisory Partners
Colorado
$761K +$114K +885 +17%
SGCA
2428
Steel Grove Capital Advisors
Tennessee
$761K -$2.29M -17,768 -74%
CAC
2429
Certified Advisory Corp
Florida
$761K +$71.4K +554 +10%
FAT
2430
First American Trust
California
$761K +$32.8K +255 +4%
SAI
2431
Savvy Advisors Inc
New York
$760K +$423K +3,285 +115%
APW
2432
Austin Private Wealth
Texas
$759K +$40.7K +316 +5%
OAM
2433
Oxford Asset Management
United Kingdom
$758K +$789K +6,125 New
BFWA
2434
Benchmark Financial Wealth Advisors
Florida
$758K +$160K +1,245 +26%
TWP
2435
Tempus Wealth Planning
California
$757K +$52.9K +411 +7%
BIA
2436
Benchmark Investment Advisors
Illinois
$753K +$220K +1,710 +39%
NCTC
2437
New Covenant Trust Company
Indiana
$752K -$17.6K -137 -2%
SIC
2438
Sterling Investment Counsel
New York
$751K -$47.5K -369 -6%
SMH
2439
Sanders Morris Harris
Texas
$751K
FSA
2440
Financial Security Advisor
Virginia
$750K +$1.55K +12 +0.2%
LWANC
2441
Laurel Wealth Advisors (North Carolina)
North Carolina
$749K +$15.5K +120 +2%
S
2442
SimplyRich
California
$749K +$133K +1,032 +21%
RSWA
2443
Robinson Smith Wealth Advisors
Maine
$748K +$2.06K +16 +0.3%
AWM
2444
Accel Wealth Management
Iowa
$744K +$142K +1,099 +22%
LIM
2445
Lathrop Investment Management
Arkansas
$744K
ZAM
2446
Zevin Asset Management
Massachusetts
$744K
SAM
2447
S.A. Mason
Michigan
$743K +$39.4K +306 +5%
PCTC
2448
Perkins Coie Trust Company
Washington
$740K
THWM
2449
Taylor Hoffman Wealth Management
Virginia
$739K +$16.2K +126 +2%
CCM
2450
Cohen Capital Management
California
$739K