Name Holding Trade Value Shares
Change
Change in
Stake
CLIP
2326
Colter Lewis Investment Partners
Connecticut
$286K -$20.2K -759 -7%
SAM
2327
Stembrook Asset Management
New Jersey
$286K – – –
LFP
2328
Lakeshore Financial Planning
Michigan
$286K -$2.85K -107 -1%
FAG
2329
Fortitude Advisory Group
Washington
$286K -$24.9K -937 -8%
BOM
2330
Bank of Marin
California
$285K +$270K +10,150 New
AWM
2331
Adams Wealth Management
Utah
$285K +$23.3K +875 +9%
CI
2332
CacheTech Inc
Utah
$285K +$23.3K +875 +9%
APM
2333
a16z Perennial Management
California
$284K – – –
OIAM
2334
OFI Invest Asset Management
France
$284K +$310K +11,651 New
LA
2335
Lakeside Advisors
Washington
$283K +$106 +4 +0%
BAM
2336
Brave Asset Management
New Jersey
$283K -$68.2K -2,560 -20%
PCM
2337
Pointe Capital Management
Michigan
$283K – – –
RFP
2338
Root Financial Partners
California
$283K +$20.7K +776 +8%
RCM
2339
RB Capital Management
Nevada
$283K +$6.82K +256 +3%
ASG
2340
Ariston Services Group
California
$282K -$267K -10,040 Closed
AP
2341
Atwood & Palmer
Missouri
$282K +$2.77K +104 +1%
SCM
2342
Silvant Capital Management
Georgia
$280K – – –
SIG
2343
Sargent Investment Group
Maryland
$280K -$39.1K -1,467 -13%
OWA
2344
Opal Wealth Advisors
New York
$280K +$26.3K +986 +11%
SFG
2345
Sather Financial Group
Texas
$279K -$17.4K -653 -6%
UWM
2346
Urban Wealth Management
California
$278K -$426 -16 -0.2%
ESC
2347
Eurizon SLJ Capital
$278K +$264K +9,906 New
WDL
2348
Well Done LLC
Michigan
$277K -$48.6K -1,825 -16%
AFM
2349
Armstrong Fleming & Moore
District of Columbia
$277K +$1.86K +70 +0.7%
CWP
2350
CFM Wealth Partners
Texas
$277K – – –