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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
851
Cambient Family Office
Michigan
$606K +$626K +8,227 New
WCM
852
Winebrenner Capital Management
Kentucky
$604K
OWA
853
One Wealth Advisors
California
$603K -$44.8K -589 -7%
SCP
854
Sivia Capital Partners
California
$602K +$621K +8,166 New
ClearBridge Investments
855
ClearBridge Investments
New York
$602K -$3.04K -40 -0.5%
PIM
856
Penobscot Investment Management
Massachusetts
$600K -$20.9K -275 -3%
MWM
857
Mission Wealth Management
California
$600K -$140K -1,835 -18%
LG
858
LaFleur & Godfrey
Michigan
$599K
FM
859
Foster & Motley
Ohio
$597K -$11.4K -150 -2%
RL
860
Rogco LP
Oklahoma
$597K -$4.26K -56 -0.7%
MM
861
MQS Management
New York
$590K +$609K +8,004 New
NPT
862
Nixon Peabody Trust
Massachusetts
$589K -$13.5K -178 -2%
ACA
863
Atlas Capital Advisors
Wyoming
$589K +$608K +7,993 New
FFS
864
Flavin Financial Services
Florida
$588K -$45.7K -601 -7%
RC
865
Rexford Capital
Texas
$587K -$1.14K -15 -0.2%
TWM
866
Tolleson Wealth Management
Texas
$583K
JPWM
867
Jamison Private Wealth Management
Georgia
$582K -$51.1K -672 -8%
PCP
868
Panoramic Capital Partners
Oregon
$579K +$456 +6 +0.1%
WBCM
869
Wilson & Boucher Capital Management
California
$578K -$15.2K -200 -2%
EFG
870
Everhart Financial Group
Ohio
$575K +$22.9K +301 +4%
QCG
871
Quadrant Capital Group
Ohio
$575K -$17.1K -225 -3%
GCM
872
Generation Capital Management
New York
$574K
RPGK
873
Retirement Planning Group (Kansas)
Kansas
$570K +$102K +1,341 +21%
JSW
874
Journey Strategic Wealth
New Jersey
$570K +$188K +2,470 +47%
FBT
875
First Bankers Trust
Kentucky
$567K -$46.5K -611 -7%