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Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
2551
Signature Estate & Investment Advisors
California
$502K +$842 +17 +0.2%
OL
2552
Optas LLC
Texas
$502K +$3.42K +69 +0.8%
PGWM
2553
Parisi Gray Wealth Management
New Jersey
$502K +$10.9K +221 +3%
CW
2554
Cabot-Wellington
Massachusetts
$502K – – –
GAM
2555
Gemmer Asset Management
California
$500K -$9.07K -183 -2%
PNAA
2556
Pictet North America Advisors
Switzerland
$500K +$59.5K +1,200 +16%
SC
2557
Schubert & Co
Texas
$500K +$420K +8,471 New
TLFA
2558
True Link Financial Advisors
California
$499K +$164K +3,300 +64%
TC
2559
Titleist Capital
Texas
$498K +$418K +8,432 New
CAM
2560
Congress Asset Management
Massachusetts
$496K -$64.2K -1,295 -13%
RWA
2561
Redhawk Wealth Advisors
Minnesota
$496K +$39.5K +797 +10%
MA
2562
Mezzasalma Advisors
New Jersey
$494K +$14.4K +290 +4%
OWA
2563
Opal Wealth Advisors
New York
$493K +$72.5K +1,463 +21%
NFSG
2564
Newbridge Financial Services Group
Florida
$493K +$116K +2,347 +39%
VR
2565
Viridian RIA
Washington
$492K +$413K +8,331 New
AAS
2566
Annex Advisory Services
Wisconsin
$491K +$62K +1,251 +18%
PCA
2567
Pallas Capital Advisors
Massachusetts
$490K -$109K -2,205 -19%
FPWM
2568
FSB Premier Wealth Management
Iowa
$490K -$57K -1,151 -12%
BBW
2569
Blue Barn Wealth
Utah
$489K +$96.5K +1,948 +31%
AWMF
2570
Arbor Wealth Management (Florida)
Florida
$488K -$71.1K -1,435 -15%
RFO
2571
RiverGlades Family Offices
Florida
$487K – – –
SCM
2572
Stevens Capital Management
Pennsylvania
$486K -$399K -8,061 -49%
RWB
2573
RMR Wealth Builders
New Jersey
$486K -$142K -2,857 -26%
ACM
2574
Armbruster Capital Management
New York
$486K +$151K +3,041 +59%
HIP
2575
HUB Investment Partners
Texas
$485K -$451K -9,099 -53%