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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2626
Aprio Wealth Management
Georgia
$379K +$11.3K +222 +3%
SHGA
2627
Sand Hill Global Advisors
California
$378K -$33K -648 -8%
TCM
2628
Towercrest Capital Management
Pennsylvania
$378K
BFS
2629
Beacon Financial Strategies
North Carolina
$378K
FCT
2630
Family Capital Trust
Massachusetts
$377K
BCB
2631
Brian C. Broderick
$376K
KWM
2632
Keebeck Wealth Management
Illinois
$375K +$60.2K +1,182 +20%
CWM
2633
Cordatus Wealth Management
Pennsylvania
$374K +$54.9K +1,078 +18%
CA
2634
CGN Advisors
Kansas
$373K +$2.8K +55 +0.8%
SNBOSCI
2635
Security National Bank of Sioux City Iowa
Iowa
$372K -$20.4K -400 -5%
I
2636
IMPACTfolio
Colorado
$371K
SIM
2637
Seaview Investment Managers
Florida
$370K -$6.88M -135,028 -95%
CCP
2638
Cassia Capital Partners
North Carolina
$370K +$510 +10 +0.1%
BFG
2639
Baron Financial Group
New Jersey
$369K -$5.04K -99 -1%
SEP
2640
Southland Equity Partners
Missouri
$368K -$4.18K -82 -1%
TWM
2641
TriaGen Wealth Management
California
$368K +$204 +4 +0.1%
C
2642
Covestor
United Kingdom
$368K +$25K +491 +8%
FIBT
2643
First International Bank & Trust
North Dakota
$367K -$2.45K -48 -0.7%
HCM
2644
Harvey Capital Management
Florida
$367K
DCM
2645
DGS Capital Management
New Jersey
$366K -$19.2K -377 -5%
SAMC
2646
Spectrum Asset Management (California)
California
$366K -$7.9K -155 -2%
AWA
2647
Alta Wealth Advisors
Massachusetts
$366K +$612 +12 +0.2%
CAM
2648
Cidel Asset Management
Ontario, Canada
$365K
AWA
2649
Artemis Wealth Advisors
New York
$364K +$354K +6,946 New
W
2650
WealthOne
New York
$364K -$21.4K -419 -6%