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Name Holding Trade Value Shares
Change
Change in
Stake
PPH
2476
Pure Portfolios Holdings
Oregon
$4.45M +$4.32M +36,605 New
SW
2477
SkyOak Wealth
Michigan
$4.44M -$225K -1,905 -5%
WRPWM
2478
Werba Rubin Papier Wealth Management
California
$4.44M +$995K +8,427 +30%
PWA
2479
Primoris Wealth Advisors
Florida
$4.44M -$1.01M -8,517 -19%
AI
2480
Axecap Investments
Ohio
$4.43M +$4.31M +36,486 New
EL
2481
Essex LLC
Illinois
$4.43M +$22.1K +187 +0.5%
WSWA
2482
Warren Street Wealth Advisors
California
$4.43M +$387K +3,275 +10%
GSB
2483
Greenfield Savings Bank
Massachusetts
$4.42M +$182K +1,541 +4%
CPRC
2484
Consolidated Portfolio Review Corp
New York
$4.41M -$2.41M -20,421 -36%
1WM
2485
1858 Wealth Management
Ohio
$4.41M -$243K -2,058 -5%
CWC
2486
Carolinas Wealth Consulting
North Carolina
$4.39M +$445K +3,764 +12%
WP
2487
Woodline Partners
California
$4.39M -$12.7M -107,390 -75%
PCOTEOTHU
2488
Provident Company of the Employees of the Hebrew University
Israel
$4.39M +$1.95M +16,500 +84%
CIS
2489
Custom Index Systems
New York
$4.37M +$209K +1,766 +5%
FSA
2490
Financial Security Advisor
Virginia
$4.37M +$13.8K +117 +0.3%
SC
2491
Sykon Capital
New York
$4.37M -$182K -1,538 -4%
FFO
2492
Fiduciary Family Office
Florida
$4.36M +$155K +1,314 +4%
HFP
2493
Holistic Financial Partners
Indiana
$4.35M +$14.1K +119 +0.3%
PCA
2494
Prosperity Capital Advisors
Ohio
$4.34M +$278K +2,357 +7%
CG
2495
Clarus Group
Texas
$4.34M +$143K +1,207 +3%
6F
2496
626 Financial
Michigan
$4.34M -$282K -2,391 -6%
MTIM
2497
Marathon Trading Investment Management
Pennsylvania
$4.32M -$2.17M -18,358 -34%
RFA
2498
Resurgent Financial Advisors
Georgia
$4.31M -$110K -928 -3%
VRM
2499
Vectors Research Management
New York
$4.31M -$187K -1,581 -4%
RT
2500
Rockland Trust
Massachusetts
$4.3M -$184K -1,555 -4%