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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1751
Lionshead Wealth Management
New York
$625K -$60.7K -2,320 -9%
GEA
1752
Glen Eagle Advisors
New Jersey
$625K -$136K -5,193 -17%
PR
1753
Payden & Rygel
California
$625K
TWP
1754
Tempus Wealth Planning
California
$624K -$3.51K -134 -0.5%
PAS
1755
Professional Advisory Services
Florida
$623K -$12.1K -462 -2%
VHAM
1756
Van Hulzen Asset Management
California
$622K +$21.7K +830 +4%
HI
1757
Hendershot Investments
Virginia
$621K +$10.8K +414 +2%
SIM
1758
Studio Investment Management
Illinois
$621K +$351K +13,430 +121%
ECA
1759
Elevated Capital Advisors
Utah
$619K +$22.7K +869 +4%
WP
1760
WealthShield Partners
North Carolina
$618K +$38.2K +1,459 +6%
GC
1761
Gilbert & Cook
Iowa
$618K -$33.9K -1,297 -5%
WIS
1762
Wright Investors Service
Connecticut
$617K +$195K +7,465 +44%
GFL
1763
Granite FO LLC
New Hampshire
$614K
AWAG
1764
ARS Wealth Advisors Group
Florida
$614K -$19.1K -728 -3%
SCA
1765
Stonebridge Capital Advisors
Minnesota
$613K +$55.7K +2,127 +10%
RSWM
1766
Robertson Stephens Wealth Management
California
$611K -$116K -4,431 -16%
HCM
1767
Hutchinson Capital Management
California
$611K -$82.4K -3,150 -12%
NC
1768
Napatree Capital
Rhode Island
$611K +$9.66K +369 +2%
CA
1769
Continuum Advisory
Idaho
$610K -$34.5K -1,319 -5%
AFM
1770
Abbot Financial Management
Massachusetts
$608K -$47.7K -1,822 -7%
EB
1771
Exchange Bank
California
$606K -$4.92K -188 -0.8%
PPW
1772
Parcion Private Wealth
Washington
$606K +$138K +5,287 +28%
PFA
1773
Pure Financial Advisors
California
$605K -$29K -1,108 -4%
CIA
1774
Compass Ion Advisors
Pennsylvania
$604K -$12.1K -464 -2%
MM
1775
MQS Management
New York
$602K +$622K +23,773 New