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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1301
Smartleaf Asset Management
Massachusetts
$406K +$349K +2,860 New
VHAM
1302
Van Hulzen Asset Management
California
$406K +$854 +7 +0.2%
HI
1303
Humankind Investments
New York
$402K +$1.95K +16 +0.6%
OWP
1304
Obermeyer Wealth Partners
Colorado
$401K -$43.7K -358 -11%
CAI
1305
Capital Advisors Inc
Oklahoma
$401K -$94.1K -771 -21%
FWM
1306
Forza Wealth Management
Florida
$399K +$117K +960 +52%
CIC
1307
Carnegie Investment Counsel
Ohio
$399K -$15.4K -126 -4%
CHJWM
1308
Carlton Hofferkamp & Jenks Wealth Management
Texas
$398K -$16K -131 -4%
SPI
1309
Sutton Place Investors
New York
$398K +$341K +2,795 New
BAM
1310
Beaumont Asset Management
Texas
$398K
QWP
1311
Quotient Wealth Partners
Texas
$397K +$340K +2,788 New
EFMC
1312
Empire Financial Management Company
New York
$396K -$7.32K -60 -2%
MFIM
1313
Mesirow Financial Investment Management
Illinois
$396K +$339K +2,780 New
ACA
1314
Atlas Capital Advisors
Wyoming
$394K -$8.3K -68 -2%
KP
1315
Keel Point
Alabama
$394K +$80.8K +662 +31%
WAAG
1316
Wealth Alliance Advisory Group
Kansas
$391K -$12.7K -104 -4%
GDP
1317
Great Diamond Partners
Maine
$390K +$1.1K +9 +0.3%
Members Trust
1318
Members Trust
Florida
$390K +$18.3K +150 +6%
SFWA
1319
Summit Financial Wealth Advisors
Louisiana
$388K
PPWP
1320
Premier Path Wealth Partners
New Jersey
$388K +$333K +2,724 New
TAM
1321
Townsend Asset Management
North Carolina
$384K -$157K -1,290 -32%
PAM
1322
Peak Asset Management
Colorado
$384K +$29.9K +245 +10%
SWM
1323
Stockman Wealth Management
Montana
$382K +$12.3K +101 +4%
SP
1324
Stonebrook Private
Michigan
$382K +$328K +2,684 New
PGIM
1325
Pacific Global Investment Management
California
$382K +$732 +6 +0.2%