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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
5851
Capital Asset Management
Colorado
$470K -$358K -885 -41%
Valley Forge Investment Consultants
5852
Valley Forge Investment Consultants
Pennsylvania
$470K +$33.6K +83 +7%
Crosspoint Financial
5853
Crosspoint Financial
California
$469K +$1.21K +3 +0.2%
Oakmont Advisory Group
5854
Oakmont Advisory Group
New Mexico
$468K -$11.3K -28 -2%
SC
5855
Schiavi & Co
Delaware
$468K +$27.1K +67 +6%
Lowery Thomas LLC
5856
Lowery Thomas LLC
California
$467K +$809 +2 +0.2%
Bannerman Wealth Management Group
5857
Bannerman Wealth Management Group
Texas
$464K +$77.3K +191 +18%
TopTier Wealth Management
5858
TopTier Wealth Management
Wisconsin
$464K +$5.66K +14 +1%
Layline Advisors
5859
Layline Advisors
New York
$460K -$12.5K -31 -2%
Signal Tree Financial Partners
5860
Signal Tree Financial Partners
Ohio
$460K +$57.5K +142 +13%
One Advisory Partners
5861
One Advisory Partners
Kansas
$460K -$47.7K -118 -9%
IMG Wealth Management
5862
IMG Wealth Management
Florida
$459K +$85.4K +211 +21%
Key Capital Management
5863
Key Capital Management
Tennessee
$456K +$59.1K +146 +14%
SoundView Advisors
5864
SoundView Advisors
Washington
$455K +$40.5K +100 +9%
Mills Wealth Advisors
5865
Mills Wealth Advisors
Texas
$455K +$15.8K +39 +3%
Sippican Capital Advisors
5866
Sippican Capital Advisors
Massachusetts
$453K +$79.7K +197 +19%
OLIO Financial Planning
5867
OLIO Financial Planning
Virginia
$453K -$25.1K -62 -5%
DKM Wealth Management
5868
DKM Wealth Management
California
$449K -$44.1K -109 -8%
Sherman Wealth Management
5869
Sherman Wealth Management
Maryland
$449K -$73.2K -181 -13%
Phillip James Consulting
5870
Phillip James Consulting
Minnesota
$448K +$23.1K +57 +5%
HTG Investment Advisors
5871
HTG Investment Advisors
Connecticut
$447K -$2.83K -7 -0.6%
White Wing Wealth Management
5872
White Wing Wealth Management
Texas
$444K +$15.4K +38 +3%
Curry Webb Wealth Management
5873
Curry Webb Wealth Management
Indiana
$443K +$11.7K +29 +3%
Ferguson Johnson Wealth Management
5874
Ferguson Johnson Wealth Management
Maryland
$442K +$42.9K +106 +10%
Alpha Financial Advisors
5875
Alpha Financial Advisors
North Carolina
$442K -$5.26K -13 -1%