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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
2526
Morton Capital Management
California
$348K +$74.2K +780 +26%
SWMP
2527
Signature Wealth Management Partners
New Jersey
$347K – – –
MF
2528
Manuka Financial
Virginia
$346K – – –
GJIA
2529
Glass Jacobson Investment Advisors
Maryland
$346K – – –
SN
2530
Sittner & Nelson
Oregon
$345K – – –
TCM
2531
Triumph Capital Management
Colorado
$345K +$81.8K +860 +30%
EPW
2532
Endeavor Private Wealth
Kansas
$345K +$352K +3,700 New
AF
2533
Affiance Financial
Minnesota
$344K -$20K -210 -5%
MWM
2534
MinichMacGregor Wealth Management
New York
$343K -$6.66K -70 -2%
PCWA
2535
Pacific Capital Wealth Advisors
California
$343K +$21.9K +230 +7%
CWMS
2536
Cannon Wealth Management Services
North Carolina
$343K -$3.8K -40 -1%
SFP
2537
Sandbox Financial Partners
Maryland
$342K +$26.6K +280 +8%
CP
2538
Castleview Partners
Texas
$341K -$324K -3,410 -48%
Migdal Insurance & Financial Holdings
2539
Migdal Insurance & Financial Holdings
Israel
$340K +$344K +3,620 +12,067%
HCWM
2540
Hidden Cove Wealth Management
Washington
$339K -$61.8K -650 -15%
WCP
2541
Wick Capital Partners
Pennsylvania
$339K – – –
ES
2542
Eagle Strategies
New York
$339K -$11.4K -120 -3%
ALA
2543
Atlas Legacy Advisors
California
$339K -$113K -1,190 -25%
KWM
2544
Kingsman Wealth Management
Florida
$339K +$345K +3,630 New
MCM
2545
M1 Capital Management
Michigan
$338K +$2.85K +30 +0.8%
CPA
2546
Capital Planning Advisors
California
$337K +$2.85K +30 +0.8%
CPSAC
2547
Chas P. Smith & Associates (CPS)
Florida
$337K +$2.85K +30 +0.8%
RA
2548
Rise Advisors
New York
$337K +$22.8K +240 +7%
PFT
2549
Providence First Trust
Arizona
$337K +$110K +1,160 +47%
UFA
2550
Uptown Financial Advisors
Texas
$336K – – –