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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1476
Angeles Wealth Management
California
$657K +$292K +11,549 +78%
CCM
1477
Chilton Capital Management
Texas
$656K -$12.6K -498 -2%
CIAS
1478
CFS Investment Advisory Services
New Jersey
$653K -$129K -5,103 -16%
OL
1479
Optas LLC
Texas
$652K +$30.9K +1,222 +5%
RBFC
1480
Roman Butler Fullerton & Co
Missouri
$652K +$1.82K +72 +0.3%
BDPWM
1481
Barnes Dennig Private Wealth Management
Ohio
$651K -$39.1K -1,545 -6%
CNB
1482
Camden National Bank
Maine
$651K +$9.67K +382 +1%
AG
1483
AlTi Global
New York
$650K +$302K +11,931 +84%
GP
1484
Greenline Partners
New York
$649K +$94.9K +3,750 +17%
LWM
1485
Lakeridge Wealth Management
Ohio
$649K +$7.7K +304 +1%
DP
1486
Dearborn Partners
Illinois
$647K -$27.6K -1,091 -4%
GFPC
1487
Global Financial Private Client
Florida
$646K +$368K +14,530 +127%
CC
1488
Constitution Capital
Connecticut
$646K +$658K +26,000 New
PP
1489
PFS Partners
New Jersey
$645K +$3.32K +131 +0.5%
CD
1490
Chapin Davis
Maryland
$644K -$457K -18,071 -41%
EMAM
1491
Encompass More Asset Management
California
$643K +$368K +14,535 +128%
CL
1492
CSS LLC
Illinois
$643K -$1.06M -41,910 -62%
RS
1493
R Squared
Hong Kong
$638K +$317K +12,519 +95%
MCA
1494
Magnolia Capital Advisors
Mississippi
$636K +$11.2K +443 +2%
LF
1495
Lantz Financial
Illinois
$635K -$20.2K -796 -3%
CPA
1496
Capital Performance Advisors
California
$634K +$27.7K +1,094 +4%
MCA
1497
MSH Capital Advisors
Arizona
$632K +$88.7K +3,503 +16%
FOFP
1498
Fee-Only Financial Planning
South Carolina
$630K
HCM
1499
Horrell Capital Management
Arkansas
$629K -$21.6K -852 -3%
BFA
1500
Bragg Financial Advisors
North Carolina
$628K +$35.6K +1,408 +6%