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Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
2501
McGowan Group Asset Management
Texas
$248K +$554 +19 +0.2%
ACP
2502
Aveo Capital Partners
Colorado
$247K +$15.3K +525 +7%
AFC
2503
AFT Forsyth & Company
Florida
$247K
SCP
2504
Sender Company & Partners
New York
$247K -$271K -9,305 -52%
DAM
2505
Diamant Asset Management
Connecticut
$246K +$19.3K +660 +8%
CA
2506
Claris Advisors
Missouri
$246K +$248K +8,500 New
FA
2507
Fiduciary Alliance
South Carolina
$246K +$33.3K +1,140 +16%
NIA
2508
NIA Impact Advisors
California
$245K +$9.45K +324 +4%
RFM
2509
Royal Fund Management
Florida
$245K +$247K +8,464 New
Loomis, Sayles & Company
2510
Loomis, Sayles & Company
Massachusetts
$245K +$16.8K +577 +7%
GFPC
2511
Global Financial Private Client
Florida
$245K +$36.2K +1,242 +17%
MCA
2512
Magnolia Capital Advisors
Mississippi
$244K +$246K +8,446 New
BIP
2513
Blueprint Investment Partners
North Carolina
$244K +$246K +8,444 New
BOM
2514
Bank of Marin
California
$244K +$36.5K +1,250 +17%
GA
2515
Gateway Advisory
New Jersey
$244K -$44K -1,507 -15%
OCPWS
2516
One Charles Private Wealth Services
Massachusetts
$244K -$2.8K -96 -1%
PCM
2517
Penserra Capital Management
California
$243K +$80.9K +2,772 +49%
LI
2518
LRI Investments
Florida
$243K -$76.5K -2,621 -22%
FWM
2519
Fairhaven Wealth Management
Illinois
$243K -$29.1K -999 -11%
SWG
2520
Summit Wealth Group
Vermont
$242K
WWP
2521
WR Wealth Planners
Missouri
$241K +$64.4K +2,206 +36%
CWM
2522
Centurion Wealth Management
Virginia
$241K +$243K +8,329 New
MHWM
2523
Montz Harcus Wealth Management
Louisiana
$241K +$31K +1,062 +15%
SAM
2524
S.A. Mason
Michigan
$240K -$3.41K -117 -1%
WP
2525
WealthPLAN Partners
Nebraska
$239K +$20K +687 +9%