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Name Holding Trade Value Shares
Change
Change in
Stake
MCCP
2226
Mission Creek Capital Partners
California
$563K -$131K -1,490 -16%
ACA
2227
Ackerman Capital Advisors
Texas
$562K
TPWA
2228
TRUE Private Wealth Advisors
Oregon
$562K -$38.7K -439 -5%
BFO
2229
Biltmore Family Office
North Carolina
$561K +$7.84K +89 +1%
GBWM
2230
Granite Bay Wealth Management
New Hampshire
$560K +$483K +5,484 +232%
OAM
2231
Oak Asset Management
California
$559K -$29.1K -330 -4%
EFG
2232
Elevated Financial Group
Indiana
$557K -$146K -1,653 -17%
GCM
2233
Generation Capital Management
New York
$557K -$30.8K -350 -4%
BWM
2234
Bluebird Wealth Management
Massachusetts
$556K -$1.15M -13,008 -63%
AIIMS
2235
Analyst IMS Investment Management Services
Israel
$556K -$270K -3,061 -28%
GCP
2236
GSA Capital Partners
United Kingdom
$556K +$686K +7,791 New
ASC
2237
Atalanta Sosnoff Capital
New York
$556K -$62.4K -709 -8%
SAM
2238
S.A. Mason
Michigan
$555K +$95.1K +1,080 +16%
CWA
2239
Centennial Wealth Advisory
Michigan
$552K +$296K +3,360 +77%
MCWA
2240
Meadow Creek Wealth Advisors
Georgia
$552K -$119K -1,355 -15%
RE
2241
Rydar Equities
Texas
$552K +$127K +1,440 +21%
ALA
2242
Atlas Legacy Advisors
California
$551K +$38.8K +440 +6%
TA
2243
Tactive Advisors
Florida
$550K -$187K -2,125 -22%
CWWM
2244
Clear Wave Wealth Management
New Jersey
$550K -$155K -1,763 -19%
BCG
2245
Breakwater Capital Group
New Jersey
$549K +$70K +795 +12%
DA
2246
Doliver Advisors
Texas
$548K -$20.3K -230 -3%
GKFF
2247
George Kaiser Family Foundation
Oklahoma
$547K +$261K +2,967 +63%
PGCM
2248
Prescott Group Capital Management
Oklahoma
$547K +$261K +2,967 +63%
PG
2249
Proffitt & Goodson
Tennessee
$545K +$228K +2,590 +51%
HKIMG
2250
Hutchens & Kramer Investment Management Group
Indiana
$544K +$268K +3,044 +67%