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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1501
Continuum Advisory
Idaho
$906K +$106K +3,964 +14%
SKK
1502
Shepherd Kaplan Krochuk
Massachusetts
$904K -$56.4K -2,118 -6%
SP
1503
SIH Partners
Delaware
$903K +$856K +32,171 New
OPTFSNA
1504
Old Point Trust & Financial Services N A
Virginia
$903K -$303K -11,365 -26%
S
1505
Storgate
Texas
$902K +$18K +676 +2%
AI
1506
Arvest Investments
Arkansas
$901K -$17.3K -649 -2%
ABWM
1507
Alpine Bank Wealth Management
Colorado
$901K -$32.2K -1,209 -4%
HA
1508
Harbor Advisors
Florida
$897K
CCM
1509
Cinctive Capital Management
New York
$894K +$847K +31,828 New
SCM
1510
Sterneck Capital Management
Missouri
$892K -$24K -900 -3%
WC
1511
Wynn Capital
Georgia
$888K +$19.2K +720 +2%
TTWM
1512
TCV Trust & Wealth Management
Virginia
$887K -$9.58K -360 -1%
WDC
1513
Woodward Diversified Capital
California
$881K +$47.8K +1,794 +6%
FWCM
1514
Ferguson Wellman Capital Management
Oregon
$881K -$92.3K -3,466 -10%
EFH
1515
Eaton Financial Holdings
Florida
$880K +$5.64K +212 +0.7%
LWMNY
1516
Landmark Wealth Management (New York)
New York
$880K +$834K +31,328 New
MAWA
1517
Moss Adams Wealth Advisors
Washington
$877K +$87.6K +3,290 +12%
AF
1518
Advisornet Financial
Minnesota
$877K -$176K -6,610 -17%
JAG
1519
Journey Advisory Group
Kentucky
$876K -$204K -7,677 -19%
WPP
1520
Whalerock Point Partners
Rhode Island
$876K
HCMT
1521
Highland Capital Management (Tennessee)
Tennessee
$874K -$276K -10,350 -25%
TCWA
1522
Turtle Creek Wealth Advisors
Texas
$873K +$116K +4,350 +16%
DCA
1523
DB&C Advisors
Michigan
$873K -$162K -6,100 -16%
RWM
1524
Revisor Wealth Management
Ohio
$871K +$11K +415 +1%
MFG
1525
Magnus Financial Group
New York
$869K -$270K -10,128 -25%