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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1476
Sugarloaf Wealth Management
Georgia
$648K +$36K +153 +6%
EWA
1477
Evolution Wealth Advisors
Florida
$646K -$24K -102 -4%
ADL
1478
Asset Dedication LLC
California
$646K +$12.7K +54 +2%
JGC
1479
J. Goldman & Co
New York
$646K +$588K +2,499 New
AF
1480
Aldebaran Financial
$645K
AFS
1481
Axiom Financial Strategies
Indiana
$640K
CCM
1482
Carlson Capital Management
Minnesota
$640K +$172K +729 +42%
BA
1483
Bristlecone Advisors
Washington
$639K -$3.53K -15 -0.6%
AWM
1484
Act Wealth Management
Texas
$639K
AWC
1485
Abundance Wealth Counselors
Pennsylvania
$637K +$13.4K +57 +2%
FAB
1486
First American Bank
Illinois
$636K
HCM
1487
Hall Capital Management
Rhode Island
$636K
CAL
1488
Capital Analysts LLC
Pennsylvania
$636K +$14.1K +60 +3%
BWM
1489
Brickley Wealth Management
California
$636K +$19.1K +81 +3%
GAM
1490
Gemmer Asset Management
California
$635K +$8.47K +36 +1%
HWM
1491
Hemington Wealth Management
Virginia
$634K -$28.9K -123 -5%
FWM
1492
Foresight Wealth Management
Utah
$634K
UCMOK
1493
United Capital Management of KS
Kansas
$634K +$24K +102 +4%
GL
1494
Graypoint LLC
New York
$634K +$201K +852 +53%
CI Investments Inc
1495
CI Investments Inc
Ontario, Canada
$633K -$7.37M -31,314 -93%
PP
1496
Patron Partners
Texas
$633K +$706 +3 +0.1%
MKA
1497
M. Kulyk & Associates
Georgia
$631K -$11.3K -48 -2%
HMS
1498
Hanseatic Management Services
New Mexico
$631K +$64.3K +273 +13%
BPWM
1499
Badgley Phelps Wealth Managers
Washington
$629K +$573K +2,433 New
NAMP
1500
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$626K