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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
401
Seven Mile Advisory
New Jersey
$271K -$27.6K -136 -10%
AAM
402
Auxier Asset Management
Oregon
$267K -$25.4K -125 -9%
SWP
403
Stratos Wealth Partners
Ohio
$267K -$8.72K -43 -3%
MCM
404
Manchester Capital Management
Vermont
$266K +$252K +1,244 New
CFA
405
Cahill Financial Advisors
Minnesota
$264K
APM
406
a16z Perennial Management
California
$262K
MWM
407
Meridian Wealth Management
Kentucky
$262K +$4.26K +21 +2%
HR
408
Hardy Reed
Mississippi
$259K -$11.8K -58 -5%
MMA
409
Miracle Mile Advisors
California
$259K +$16.6K +82 +7%
ACM
410
Advisors Capital Management
New Jersey
$258K +$8.52K +42 +4%
SWTS
411
Stonehaven Wealth & Tax Solutions
Wisconsin
$257K +$244K +1,201 New
KIA
412
KCM Investment Advisors
California
$256K +$242K +1,195 New
EW
413
Evoke Wealth
California
$254K +$28.2K +139 +13%
EWA
414
Etesian Wealth Advisors
Oregon
$253K -$18.1K -89 -7%
SIS
415
Sound Income Strategies
Florida
$253K +$39.4K +194 +22%
VI
416
VanderPol Investments
Michigan
$250K -$16.8K -83 -7%
7WCP
417
71 West Capital Partners
Massachusetts
$247K +$234K +1,155 New
LT
418
Legacy Trust
Michigan
$244K
RCA
419
Resonant Capital Advisors
Wisconsin
$242K +$229K +1,130 New
MNBTD
420
Moody National Bank Trust Division
Texas
$241K +$228K +1,126 New
GT
421
Glenview Trust
Kentucky
$238K +$225K +1,111 New
NWAG
422
Net Worth Advisory Group
Utah
$237K +$6.08K +30 +3%
PIM
423
Penobscot Investment Management
Massachusetts
$236K
Schroder Investment Management Group
424
Schroder Investment Management Group
United Kingdom
$235K -$13.6K -67 -6%
SCM
425
SOL Capital Management
Maryland
$235K