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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1676
Monarch Capital Management
Indiana
$443K – – –
AWA
1677
Aaron Wealth Advisors
Illinois
$442K -$69.5K -594 -13%
Procyon Advisors
1678
Procyon Advisors
Connecticut
$442K +$35.2K +301 +8%
Cantor Fitzgerald
1679
Cantor Fitzgerald
New York
$441K -$6.25M -53,400 -93%
WFO
1680
Wealthgate Family Office
Colorado
$441K – – –
SAMC
1681
Spectrum Asset Management (California)
California
$441K -$39.3K -336 -8%
AWM
1682
Avitas Wealth Management
California
$441K -$6.78K -58 -1%
ESCM
1683
Echo Street Capital Management
New York
$441K +$467K +3,995 New
SMA
1684
Sage Mountain Advisors
Georgia
$438K +$17.1K +146 +4%
WIM
1685
Westside Investment Management
California
$436K – – –
WA
1686
Wealth Architects
California
$435K +$17.2K +147 +4%
KGC
1687
Kennon-Green & Company
Ohio
$433K +$51.6K +441 +13%
D
1688
Diversified
Delaware
$432K -$7.25K -62 -2%
Arax Advisory Partners
1689
Arax Advisory Partners
Colorado
$432K +$14.3K +122 +3%
DFA
1690
DHJJ Financial Advisors
Illinois
$431K – – –
GSIS
1691
Global Strategic Investment Solutions
Arizona
$431K -$3.98K -34 -0.9%
TCM
1692
Tributary Capital Management
Nebraska
$431K -$11.7K -100 -2%
Focus Financial Network
1693
Focus Financial Network
Minnesota
$431K -$11.6K -99 -2%
BWG
1694
Beta Wealth Group
California
$430K +$246K +2,100 +117%
FFWM
1695
Future Financial Wealth Management
Ohio
$430K +$456K +3,895 New
SWM
1696
Silverlake Wealth Management
Vermont
$430K +$35.2K +301 +8%
FWA
1697
FSM Wealth Advisors
Ohio
$429K -$11K -94 -2%
LA
1698
Lakeside Advisors
Washington
$425K – – –
ACM
1699
Arcataur Capital Management
Wisconsin
$425K +$450K +3,847 New
TFA
1700
TPG Financial Advisors
Oregon
$424K +$26.7K +228 +6%