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Name Holding Trade Value Shares
Change
Change in
Stake
MCC
1051
Malaga Cove Capital
California
$488K -$338 -3 -0.1%
I
1052
InceptionR
California
$487K +$453K +4,016 New
SLT
1053
St Louis Trust
Missouri
$485K
SL
1054
Sentinus LLC
Illinois
$485K +$54.7K +485 +14%
AA
1055
Argent Advisors
Louisiana
$484K +$30K +266 +7%
Fisher Asset Management
1056
Fisher Asset Management
Washington
$484K -$2.48K -22 -0.5%
HNB
1057
Hilltop National Bank
Wyoming
$484K -$8.01K -71 -2%
FFA
1058
Founders Financial Alliance
North Carolina
$483K +$44.3K +393 +11%
VHAM
1059
Van Hulzen Asset Management
California
$482K +$449K +3,979 New
CFO
1060
Cambient Family Office
Michigan
$480K +$34.5K +306 +8%
OA
1061
Oxbow Advisors
Texas
$478K -$32.7K -290 -7%
RC
1062
Rexford Capital
Texas
$472K
FAM
1063
Formidable Asset Management
Ohio
$472K -$450K -3,993 -45%
CVM
1064
Cheviot Value Management
California
$472K -$11.3K -100 -3%
IPW
1065
Impact Partnership Wealth
Georgia
$468K -$1.75M -15,521 -80%
ACA
1066
Atlas Capital Advisors
Wyoming
$467K +$236K +2,092 +119%
BCM
1067
Bannerstone Capital Management
Minnesota
$466K -$63.3K -561 -13%
FP
1068
Financial Perspectives
Minnesota
$466K +$5.64K +50 +1%
PAM
1069
Panagora Asset Management
Massachusetts
$466K
GIA
1070
Gladstone Institutional Advisory
Florida
$465K -$58.4K -518 -12%
PCS
1071
Personal CFO Solutions
New Jersey
$465K -$457K -4,057 -51%
OPF
1072
Old Peak Finance
North Carolina
$461K +$2.71K +24 +0.6%
AG
1073
AlTi Global
New York
$458K -$3.16K -28 -0.7%
BFIM
1074
Beese Fulmer Investment Management
Ohio
$458K -$451 -4 -0.1%
WIM
1075
Wiregrass Investment Management
Georgia
$458K -$15.6K -138 -4%