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Name Holding Trade Value Shares
Change
Change in
Stake
FAT
3226
First American Trust
California
$369K +$72.1K +1,610 +23%
HKIMG
3227
Hutchens & Kramer Investment Management Group
Indiana
$369K -$12.1K -270 -3%
JSAM
3228
J. Safra Asset Management
New York
$369K
AWM
3229
Atticus Wealth Management
Florida
$368K -$79.8K -1,780 -17%
IW
3230
Imprint Wealth
South Carolina
$367K +$15.2K +340 +4%
SWM
3231
Silverlake Wealth Management
Vermont
$365K +$110K +2,460 +41%
MWP
3232
Madison Wealth Partners
Wisconsin
$365K +$60K +1,340 +19%
MWM
3233
MorganRosel Wealth Management
Colorado
$364K -$33.2K -740 -8%
CIM
3234
Confluence Investment Management
Missouri
$364K -$48.8K -1,090 -12%
LIA
3235
LifePlan Investment Advisors
North Carolina
$362K +$26.9K +600 +8%
SFS
3236
Security Financial Services
Indiana
$362K -$47K -1,050 -11%
SFA
3237
Souders Financial Advisors
Ohio
$362K +$37.2K +830 +11%
AFP
3238
Alpha Financial Partners
Kentucky
$362K -$8.06K -180 -2%
CWA
3239
Cornerstone Wealth Advisors
Minnesota
$361K +$76.6K +1,710 +26%
UL
3240
Unionview LLC
Washington
$361K -$13K -290 -3%
OA
3241
Oxbow Advisors
Texas
$361K +$44.8K +1,000 +14%
FWP
3242
Falcon Wealth Planning
California
$360K +$11.2K +250 +3%
JAM
3243
JCIC Asset Management
Ontario, Canada
$360K -$13.4K -300 -4%
AWM
3244
Activest Wealth Management
Florida
$359K +$36.7K +820 +11%
CPW
3245
Catalyst Private Wealth
California
$359K -$286K -6,380 -44%
MLFP
3246
MPS Loria Financial Planners
Illinois
$359K -$160K -3,560 -30%
TCM
3247
Tandem Capital Management
New Jersey
$359K +$2.24K +50 +0.6%
KFS
3248
Kelly Financial Services
Massachusetts
$359K +$112K +2,500 +43%
EAM
3249
Empirical Asset Management
Massachusetts
$359K -$9.86K -220 -3%
BFP
3250
Beacon Financial Planning
Massachusetts
$358K