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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1451
SSI Investment Management
California
$677K +$185K +786 +43%
WA
1452
WealthTrust Axiom
Pennsylvania
$676K
SCM
1453
Southport Capital Management
Tennessee
$674K -$112K -474 -15%
NG
1454
Northstar Group
New York
$674K +$8.47K +36 +1%
IWS
1455
Insight Wealth Strategies
California
$670K +$8.47K +36 +1%
TPA
1456
Trivium Point Advisory
Connecticut
$667K -$2.82K -12 -0.5%
FA
1457
Fermata Advisors
California
$667K +$263K +1,116 +76%
BDWM
1458
Brewin Dolphin Wealth Management
Ireland
$666K
MIA
1459
MainStreet Investment Advisors
Illinois
$665K -$47.3K -201 -7%
NL
1460
Navalign LLC
California
$664K -$148K -630 -20%
GIM
1461
Greylin Investment Management
Virginia
$663K +$325K +1,380 +116%
PCA
1462
Private Capital Advisors
Connecticut
$662K +$2.82K +12 +0.5%
HGWM
1463
Horst & Graben Wealth Management
Oregon
$661K
SCA
1464
Sander Capital Advisors
Washington
$659K
EPA
1465
Element Pointe Advisors
Florida
$658K -$19.1K -81 -3%
SW
1466
Signify Wealth
Missouri
$658K +$706 +3 +0.1%
LIM
1467
Leavell Investment Management
Alabama
$658K +$60K +255 +11%
BFM
1468
Boston Financial Management
Massachusetts
$655K
OC
1469
Oarsman Capital
Wisconsin
$655K
GBT
1470
Grove Bank & Trust
Florida
$654K +$41K +174 +7%
Kovitz Investment Group Partners
1471
Kovitz Investment Group Partners
Illinois
$652K -$871K -3,702 -59%
MSS
1472
Mitchell Sinkler & Starr
Pennsylvania
$651K
SFO
1473
Stokes Family Office
Louisiana
$651K +$193K +819 +48%
EHC
1474
Everett Harris & Co
California
$650K
KWMG
1475
King Wealth Management Group
Florida
$650K +$93.2K +396 +19%