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Name Holding Trade Value Shares
Change
Change in
Stake
SPI
1626
Santori & Peters Inc
Pennsylvania
$753K -$14.9K -569 -2%
TFO
1627
Tarbox Family Office
California
$752K +$890 +34 +0.1%
SIC
1628
Samalin Investment Counsel
New York
$751K +$110K +4,199 +17%
BAM
1629
Byrne Asset Management
New Jersey
$750K +$19.3K +738 +3%
RC
1630
RBO & Co
California
$750K +$775K +29,600 New
BG
1631
Bollard Group
Massachusetts
$750K -$54.8K -2,096 -7%
JWM
1632
Jupiter Wealth Management
Colorado
$750K -$1.02M -39,150 -55%
TW
1633
TritonPoint Wealth
Maryland
$748K +$96.4K +3,684 +14%
AG
1634
AlTi Global
New York
$748K -$244K -9,309 -24%
FFWA
1635
FRG Family Wealth Advisors
Washington
$748K -$393K -15,006 -34%
IIA
1636
Integral Investment Advisors
California
$747K -$681K -26,038 -47%
PWM
1637
Partnership Wealth Management
Maryland
$746K
NEPPG
1638
New England Professional Planning Group
Rhode Island
$744K -$121K -4,616 -14%
RWP
1639
Ridgecrest Wealth Partners
California
$743K +$28.1K +1,074 +4%
MSS
1640
Mitchell Sinkler & Starr
Pennsylvania
$742K +$15.6K +596 +2%
RC
1641
Roundview Capital
New Jersey
$742K -$273K -10,425 -26%
ISFAN
1642
Investor's Fiduciary Advisor Network
Washington
$740K +$108K +4,141 +17%
PFW
1643
Petros Family Wealth
Minnesota
$740K +$13.5K +517 +2%
BWP
1644
Baldwin Wealth Partners
Massachusetts
$739K -$78.8K -3,012 -9%
HWAM
1645
Hennion & Walsh Asset Management
New Jersey
$738K -$188K -7,192 -20%
AL
1646
Aspiriant LLC
California
$738K -$63.1K -2,412 -8%
SA
1647
Sovran Advisors
California
$737K -$42.3K -1,617 -5%
TCOTS
1648
Trust Company of the South
North Carolina
$733K
HR
1649
Howe & Rusling
New York
$730K +$61.4K +2,345 +9%
BAAM
1650
Baker Avenue Asset Management
California
$728K +$67.9K +2,596 +10%