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Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1751
Tiemann Investment Advisors
California
$984K -$68.4K -300 -7%
JWM
1752
Jeppson Wealth Management
California
$982K -$23.7K -104 -3%
PP
1753
Patten & Patten
Tennessee
$982K +$35.6K +156 +4%
NCM
1754
Neumann Capital Management
California
$981K -$285K -1,250 -25%
BWM
1755
BlackDiamond Wealth Management
New York
$980K +$134K +587 +25%
APW
1756
Austin Private Wealth
Texas
$977K -$1.4M -6,160 -62%
HP
1757
Hyperion Partners
Pennsylvania
$976K +$154K +676 +22%
ECG
1758
Edge Capital Group
Georgia
$976K +$249K +1,093 +41%
CIA
1759
Compass Ion Advisors
Pennsylvania
$972K -$62.3K -273 -7%
VNA
1760
Valley National Advisers
Pennsylvania
$970K -$490K -2,150 -37%
CB
1761
Chris Bulman
California
$969K +$24.9K +109 +3%
SCI
1762
Silver Coast Investments
United States
$968K +$25.8K +113 +3%
BCM
1763
BluePointe Capital Management
California
$964K -$79.6K -349 -9%
OWM
1764
OneAscent Wealth Management
Alabama
$961K -$144K -632 -15%
BWM
1765
Biltmore Wealth Management
Arizona
$961K +$76.2K +334 +10%
FWM
1766
Finer Wealth Management
Massachusetts
$960K -$2.96K -13 -0.4%
CP
1767
Canopy Partners
Ohio
$959K +$19.4K +85 +2%
MLA
1768
My Legacy Advisors
Oregon
$958K -$232K -1,018 -22%
GWMR
1769
GC Wealth Management RIA
Massachusetts
$958K -$19.8K -87 -2%
CW
1770
CIC Wealth
Maryland
$958K -$5.93K -26 -0.7%
LSA
1771
Lion Street Advisors
Texas
$957K +$114K +500 +16%
OWG
1772
Oxford Wealth Group
Florida
$954K +$470K +2,062 +130%
KFI
1773
Key Financial Inc
Pennsylvania
$953K +$5.02K +22 +0.6%
ST
1774
Somerset Trust
Pennsylvania
$944K -$684 -3 -0.1%
VWM
1775
Vigilare Wealth Management
Arizona
$944K -$89.4K -392 -10%
69 70
71
72 73