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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1851
Claris Advisors
Missouri
$470K -$149K -5,923 -24%
ICP
1852
Interchange Capital Partners
Pennsylvania
$469K -$34.9K -1,383 -7%
SAM
1853
Sompo Asset Management
Japan
$468K +$35.1K +1,390 +8%
OLA
1854
Oliver Luxxe Assets
New Jersey
$467K -$24.2K -960 -5%
BCM
1855
Beddow Capital Management
Wyoming
$467K -$403K -16,000 -46%
VW
1856
Vantus Wealth
Pennsylvania
$467K +$473K +18,748 New
MSFP
1857
Mark Sheptoff Financial Planning
Connecticut
$467K -$22.7K -900 -5%
AI
1858
Accredited Investors
Minnesota
$466K -$10.5K -415 -2%
CWM
1859
Collaborative Wealth Management
Florida
$465K +$471K +18,676 New
PWA
1860
Pitcairn Wealth Advisors
Pennsylvania
$464K +$470K +18,651 New
WW
1861
Waterfront Wealth
Kansas
$464K -$10.3K -409 -2%
IFS
1862
Ifrah Financial Services
Arkansas
$464K -$5.65K -224 -1%
KFG
1863
Kelly Financial Group
Connecticut
$462K +$1.72K +68 +0.4%
RLWM
1864
RF&L Wealth Management
Massachusetts
$461K +$467K +18,500 New
TFIPS
1865
Towarzystwo Funduszy Inwestycyjnych PZU SA
$460K -$161K -6,380 -26%
CH
1866
Cromwell Holdings
Wyoming
$460K +$94.3K +3,740 +25%
GWMR
1867
GC Wealth Management RIA
Massachusetts
$460K -$1.23M -48,783 -73%
BWM
1868
BankPlus Wealth Management
Mississippi
$459K -$15.8K -625 -3%
RWMG
1869
Redwood Wealth Management Group
New Jersey
$459K -$88.2K -3,496 -16%
W
1870
Wealthquest
Ohio
$459K +$32.2K +1,278 +7%
SAMC
1871
Spectrum Asset Management (California)
California
$458K +$14.8K +586 +3%
TCM
1872
Triumph Capital Management
Colorado
$458K +$237K +9,411 +105%
FP
1873
Financial Perspectives
Minnesota
$457K +$656 +26 +0.1%
AIM
1874
Acropolis Investment Management
Missouri
$457K +$28.2K +1,119 +6%
HNB
1875
Hilltop National Bank
Wyoming
$455K -$16.9K -672 -4%