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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1701
Amplius Wealth Advisors
Pennsylvania
$750K -$3.03K -104 -0.4%
AWM
1702
Absher Wealth Management
North Carolina
$750K +$756K +25,907 New
MM
1703
Meridian Management
Arkansas
$749K +$7.91K +271 +1%
CCC
1704
Chelsea Counsel Company
California
$749K -$8.75K -300 -1%
RC
1705
Reik & Co
New York
$748K
RFA
1706
Resurgent Financial Advisors
Georgia
$748K -$17.6K -603 -2%
CFP
1707
Cascade Financial Partners
California
$747K -$169K -5,801 -18%
FNFDCM
1708
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$747K -$48.2K -1,654 -6%
FCP
1709
Fidelis Capital Partners
Florida
$746K +$37K +1,267 +5%
DJSG
1710
D.J. St. Germain
Massachusetts
$745K -$37.8K -1,295 -5%
TCM
1711
Tang Capital Management
California
$745K +$751K +25,738 New
YDMI
1712
Y.D. More Investments
Israel
$744K -$960K -32,919 -56%
PGIM
1713
Pacific Global Investment Management
California
$743K -$60.8K -2,084 -8%
PSB
1714
Passumpsic Savings Bank
Vermont
$743K +$58.3K +1,998 +8%
OFS
1715
OneAscent Financial Services
Alabama
$739K +$745K +25,552 New
SFP
1716
Sweet Financial Partners
Minnesota
$738K +$2.1K +72 +0.3%
SIA
1717
Soltis Investment Advisors
Utah
$737K -$4.65M -159,325 -86%
PCA
1718
Pallas Capital Advisors
Massachusetts
$736K +$266K +9,102 +55%
PAS
1719
Professional Advisory Services
Florida
$734K -$175 -6 -0%
TWM
1720
Tradition Wealth Management
Minnesota
$734K +$32.1K +1,099 +5%
FCMT
1721
Founders Capital Management (Texas)
Texas
$733K +$14K +480 +2%
CA
1722
Continuum Advisory
Idaho
$732K +$86.4K +2,963 +12%
CWM
1723
Concentric Wealth Management
California
$732K -$16.6K -568 -2%
GC
1724
Gilbert & Cook
Iowa
$731K +$20.4K +700 +3%
MF
1725
Magnetar Financial
Illinois
$726K -$171K -5,879 -19%