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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1051
Continuum Advisory
Idaho
$223K +$43.8K +70 +22%
AAM
1052
Austin Asset Management
Texas
$222K – – –
Saudi Central Bank
1053
Saudi Central Bank
Saudi Arabia
$222K +$5.63K +9 +2%
AWM
1054
Angeles Wealth Management
California
$221K -$33.1K -53 -12%
LIA
1055
Limestone Investment Advisors
New York
$221K +$238K +380 New
SVWAG
1056
Sound View Wealth Advisors Group
Georgia
$220K -$14.4K -23 -6%
AC
1057
ASB Consultores
Florida
$219K – – –
BWP
1058
BSW Wealth Partners
Colorado
$216K -$105K -168 -31%
Atlantic Union Bankshares
1059
Atlantic Union Bankshares
Virginia
$215K -$48.8K -78 -17%
BWS
1060
Buck Wealth Strategies
Colorado
$215K +$231K +370 New
Simon Quick Advisors
1061
Simon Quick Advisors
New Jersey
$214K -$5.63K -9 -2%
KP
1062
Keel Point
Alabama
$213K -$4.38K -7 -2%
VCP
1063
Verus Capital Partners
Arizona
$211K +$18.1K +29 +9%
Foster Group
1064
Foster Group
Iowa
$211K -$10K -16 -4%
National Philanthropic Trust
1065
National Philanthropic Trust
Pennsylvania
$210K +$226K +361 New
Johnson Investment Counsel
1066
Johnson Investment Counsel
Ohio
$208K -$18.8K -30 -8%
MAWA
1067
Moss Adams Wealth Advisors
Washington
$207K -$5.63K -9 -2%
Chicago Partners Investment Group
1068
Chicago Partners Investment Group
Illinois
$206K -$184K -294 -42%
AFW
1069
Avantra Family Wealth
Pennsylvania
$206K -$138K -221 -38%
CWP
1070
Curated Wealth Partners
California
$205K +$221K +353 New
OWM
1071
Omnitrust Wealth Management
Florida
$204K +$220K +352 New
LG
1072
LaFleur & Godfrey
Michigan
$201K – – –
WH
1073
Willner & Heller
California
$200K +$216K +345 New
AWM
1074
Apex Wealth Management
New Hampshire
$200K – – –
YP
1075
YANKCOM Partnership
South Dakota
$191K +$30.6K +49 +18%