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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
2426
Trinity Financial Advisors
Ohio
$271K +$81 +3 +0%
3IP
2427
3Chopt Investment Partners
Virginia
$271K -$329K -12,122 -54%
BWM
2428
BKM Wealth Management
Wisconsin
$270K -$23.2K -857 -8%
SPWG
2429
Syntegra Private Wealth Group
Missouri
$270K -$18.3K -676 -6%
DWM
2430
Drive Wealth Management
Utah
$270K -$49.6K -1,829 -15%
N
2431
Numerai
California
$270K – – –
DAM
2432
Diamant Asset Management
Connecticut
$270K +$44.8K +1,650 +19%
WA
2433
Wealth Architects
California
$269K -$51.8K -1,909 -16%
ASG
2434
Ariston Services Group
California
$269K +$275K +10,155 New
TIA
2435
Tiemann Investment Advisors
California
$269K -$28.5K -1,050 -9%
ST
2436
Sentinel Trust
Texas
$269K – – –
TIP
2437
Tandem Investment Partners
New Jersey
$269K +$275K +10,135 New
RP
2438
Riverwater Partners
Wisconsin
$268K -$841 -31 -0.3%
OPW
2439
Oxler Private Wealth
New York
$268K -$10.9K -402 -4%
BPW
2440
Bingham Private Wealth
California
$268K +$274K +10,107 New
BPCE
2441
Bank Pictet & Cie (Europe)
Germany
$268K – – –
LSPW
2442
Lake Street Private Wealth
Illinois
$268K +$21K +776 +8%
NL
2443
Navalign LLC
California
$268K -$26.9K -990 -9%
OWA
2444
Opal Wealth Advisors
New York
$267K +$29.1K +1,072 +12%
PCM
2445
Pointe Capital Management
Michigan
$267K -$8.14K -300 -3%
BW
2446
BXM Wealth
Colorado
$266K +$272K +10,029 New
TSWM
2447
Triangle Securities Wealth Management
North Carolina
$266K -$75.8K -2,793 -22%
SCM
2448
Silvant Capital Management
Georgia
$265K – – –
BOJHT
2449
Bank of Jackson Hole Trust
Wyoming
$264K +$270K +9,964 New
HCP
2450
Hardin Capital Partners
South Carolina
$264K +$895 +33 +0.3%