Name Holding Trade Value Shares
Change
Change in
Stake
S
2551
Sunpointe
Missouri
$232K -$4.03K -138 -2%
ACM
2552
Arcataur Capital Management
Wisconsin
$232K -$292 -10 -0.1%
KOCAA
2553
Knights of Columbus Asset Advisors
Connecticut
$232K +$234K +8,023 New
EWM
2554
Edge Wealth Management
New York
$232K – – –
VWWMG
2555
Vermillion & White Wealth Management Group
Pennsylvania
$232K +$175 +6 +0.1%
OFW
2556
Omnia Family Wealth
Florida
$232K +$17.2K +591 +8%
CAC
2557
Core Alternative Capital
Georgia
$230K +$14.6K +500 +7%
PC
2558
Port Capital
Illinois
$230K -$41.7K -1,428 -15%
DP
2559
DDD Partners
Washington
$229K +$231K +7,904 New
ARC
2560
Advisor Resource Council
Texas
$229K +$230K +7,901 New
UL
2561
Unionview LLC
Washington
$229K +$230K +7,896 New
EBA
2562
Eagle Bay Advisors
New York
$228K +$1.43K +49 +0.6%
RCI
2563
RS Crum Inc
California
$228K +$2.01K +69 +0.9%
LPAM
2564
Lodestar Private Asset Management
California
$227K -$1.02K -35 -0.4%
LWM
2565
Lodestone Wealth Management
Washington
$227K -$22.7K -778 -9%
MWP
2566
Meridian Wealth Partners
Pennsylvania
$226K -$85.4K -2,929 -27%
BW
2567
Basepoint Wealth
Iowa
$226K -$1.31K -45 -0.6%
HFAS
2568
Hummer Financial Advisory Services
Illinois
$225K – – –
MW
2569
MBL Wealth
North Carolina
$225K +$11.7K +402 +5%
CPA
2570
Cardiff Park Advisors
California
$225K -$37.9K -1,300 -14%
MFT
2571
Moisand Fitzgerald Tamayo
Florida
$225K +$292 +10 +0.1%
SWMP
2572
Signature Wealth Management Partners
New Jersey
$224K -$22.4K -768 -9%
LCM
2573
Liberty Capital Management
Michigan
$224K – – –
CGA
2574
Crescent Grove Advisors
Illinois
$223K -$33.3K -1,141 -13%
CWM
2575
CCG Wealth Management
California
$223K -$11K -378 -5%