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Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
1276
Ferguson Wellman Capital Management
Oregon
$429K -$17.2K -107 -4%
SBWIC
1277
Schaper Benz & Wise Investment Counsel
Wisconsin
$429K – – –
WA
1278
Wealth Architects
California
$429K -$2.41K -15 -0.6%
MA
1279
MJP Associates
Connecticut
$427K +$20.9K +130 +5%
KAM
1280
Kazazian Asset Management
Florida
$427K – – –
APW
1281
Austin Private Wealth
Texas
$427K +$16.1K +100 +4%
MGCM
1282
Mane Global Capital Management
New York
$426K -$15.1M -93,853 -97%
PIA
1283
Petredis Investment Advisors
Pennsylvania
$423K – – –
PFWA
1284
Paces Ferry Wealth Advisors
Georgia
$422K -$19.4K -121 -4%
PCH
1285
PGIM Custom Harvest
New Jersey
$422K +$421K +2,622 New
TP
1286
Tranquility Partners
Tennessee
$421K -$39K -243 -8%
FFS
1287
Founders Financial Securities
Maryland
$420K +$17.2K +107 +4%
SSWM
1288
Smith Salley Wealth Management
North Carolina
$419K +$136K +848 +48%
EW
1289
Element Wealth
Mississippi
$419K +$417K +2,600 New
HFAS
1290
Hummer Financial Advisory Services
Illinois
$418K – – –
VWA
1291
Visionary Wealth Advisors
Illinois
$416K +$28.3K +176 +7%
WH
1292
Wallace Hart
Kentucky
$416K +$415K +2,582 New
SOS
1293
Silver Oak Securities
Tennessee
$415K -$21.4K -133 -5%
ES
1294
Eagle Strategies
New York
$414K +$26.2K +163 +7%
SWTS
1295
Stonehaven Wealth & Tax Solutions
Wisconsin
$413K +$412K +2,564 New
SEIA
1296
Signature Estate & Investment Advisors
California
$412K +$24.7K +154 +6%
SC
1297
SouthState Corp
Florida
$407K +$6.9K +43 +2%
GIP
1298
Greatmark Investment Partners
Georgia
$406K -$80.3K -500 -17%
DS
1299
DRW Securities
Illinois
$405K +$244K +1,518 +152%
MPWT
1300
MassMutual Private Wealth & Trust
Connecticut
$405K -$12K -75 -3%