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Name Holding Trade Value Shares
Change
Change in
Stake
Savvy Advisors Inc
1201
Savvy Advisors Inc
New York
$245K +$6.99K +71 +3%
BAM
1202
Beaumont Asset Management
Texas
$245K -$1.38K -14 -0.5%
CSA
1203
Cornerstone Select Advisors
Missouri
$244K -$19K -193 -7%
SL
1204
Sentry LLC
Tennessee
$244K – – –
CA
1205
Calton & Associates
Florida
$241K +$265K +2,689 New
NWWA
1206
New Wave Wealth Advisors
Arkansas
$241K +$47.4K +481 +22%
WA1
1207
Wimmer Associates 1
California
$240K -$196K -1,988 -43%
Mizuho Markets Americas
1208
Mizuho Markets Americas
New York
$239K +$591 +6 +0.2%
EFMC
1209
Empire Financial Management Company
New York
$239K +$27.1K +275 +12%
JWA
1210
JFS Wealth Advisors
Pennsylvania
$239K +$88.3K +897 +51%
SC
1211
Syon Capital
California
$238K -$66.9K -679 -20%
SWM
1212
SeaCrest Wealth Management
New York
$237K -$70.2K -713 -21%
FIB
1213
First Interstate Bank
Montana
$236K – – –
AIM
1214
Anchor Investment Management
South Carolina
$236K -$270K -2,746 -51%
WGC
1215
Watts Gwilliam & Co
Arizona
$235K +$9.85K +100 +4%
LWM
1216
Lyell Wealth Management
California
$235K -$12.6K -128 -5%
Dymon Asia Capital (Singapore)
1217
Dymon Asia Capital (Singapore)
Singapore
$234K -$867K -8,810 -77%
AWM
1218
Aprio Wealth Management
Georgia
$234K -$65.6K -666 -20%
Choate Investment Advisors
1219
Choate Investment Advisors
Massachusetts
$233K -$63.9K -649 -20%
BHBT
1220
Burke & Herbert Bank & Trust
Virginia
$233K – – –
CNBOF
1221
City National Bank of Florida
Florida
$233K +$256K +2,599 New
CPRC
1222
Consolidated Portfolio Review Corp
New York
$233K -$450K -4,570 -64%
LA
1223
Lifeworks Advisors
Michigan
$232K +$255K +2,592 New
SW
1224
SVB Wealth
Massachusetts
$232K -$11.4K -116 -4%
PCG
1225
Prosperity Consulting Group
Maryland
$232K -$14.2K -144 -5%