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Name Holding Trade Value Shares
Change
Change in
Stake
WIC
1576
Woodmont Investment Counsel
Tennessee
$642K +$14.7K +549 +3%
BCM
1577
Becker Capital Management
Oregon
$642K -$28.6K -1,072 -5%
DWM
1578
Destination Wealth Management
California
$642K +$129K +4,827 +28%
RWMG
1579
Redwood Wealth Management Group
New Jersey
$640K -$21.5K -805 -4%
CFA
1580
Capstone Financial Advisors
Illinois
$638K +$291K +10,911 +98%
WE
1581
Wealth Effects
Massachusetts
$638K -$37.5K -1,402 -6%
WDA
1582
Wendell David Associates
New Hampshire
$637K
AG
1583
AlTi Global
New York
$637K -$112K -4,204 -16%
AU
1584
AlphaGrep UK
$636K -$402K -15,042 -41%
NPA
1585
Nichols & Pratt Advisers
Massachusetts
$634K +$21.1K +788 +4%
SCM
1586
Silvant Capital Management
Georgia
$633K
BFA
1587
Blueprint Financial Advisors
North Carolina
$633K +$163K +6,110 +39%
DCM
1588
Dudley Capital Management
Virginia
$631K
FB
1589
Fulton Bank
Pennsylvania
$629K +$6.6K +247 +1%
CG
1590
CFO4Life Group
Texas
$629K -$168K -6,305 -23%
SWGC
1591
Summit Wealth Group (Colorado)
Colorado
$628K +$95.4K +3,573 +20%
WDG
1592
Wealth Dimensions Group
Ohio
$627K -$18.1K -676 -3%
LCM
1593
LVM Capital Management
Michigan
$627K -$5.34K -200 -0.9%
AP
1594
Anchyra Partners
Georgia
$626K +$35.3K +1,320 +7%
IIL
1595
Income Insurance Ltd
$625K
WCM
1596
WealthBridge Capital Management
Ohio
$625K +$141K +5,280 +32%
FFN
1597
Focus Financial Network
Minnesota
$621K -$74.7K -2,798 -12%
DOA
1598
D'Orazio & Associates
Virginia
$620K +$46.2K +1,729 +9%
FCM
1599
Firestone Capital Management
Florida
$619K +$1.2K +45 +0.2%
CFMC
1600
Curbstone Financial Management Corp
New Hampshire
$619K