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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
1851
Oak Asset Management
California
$251K +$182K +1,065 New
TAM
1852
Tocqueville Asset Management
New York
$251K +$182K +1,065 New
SFPM
1853
Sensible Financial Planning & Management
Massachusetts
$248K +$180K +1,053 New
SIA
1854
SkyView Investment Advisors
New Jersey
$248K +$180K +1,053 New
BI
1855
Blooom Inc
Kansas
$248K +$189K +1,107 New
HC
1856
Henshaw Capital
Massachusetts
$248K +$180K +1,053 New
LWM
1857
Loveless Wealth Management
Montana
$247K -$81.9K -480 -31%
BAM
1858
Barrett Asset Management
New York
$247K +$51.2K +300 +40%
APG
1859
Abacus Planning Group
South Carolina
$247K +$179K +1,050 New
BFO
1860
Biltmore Family Office
North Carolina
$247K +$179K +1,050 New
NA
1861
Nottingham Advisors
New York
$247K +$179K +1,050 New
SA
1862
Shilanski & Associates
Alaska
$247K +$179K +1,050 New
LFA
1863
Landmark Financial Advisors
Kentucky
$246K +$155K +909 New
NWS
1864
Newport Wealth Strategies
California
$245K
EWF
1865
Epstein & White Financial
California
$244K +$176K +1,032 New
BOTW
1866
Bank of the West
California
$243K -$120K -705 -41%
EARNEST Partners
1867
EARNEST Partners
Georgia
$243K
RWI
1868
Red Wave Investments
Pennsylvania
$243K +$177K +1,035 New
FNWM
1869
Financial Network Wealth Management
Utah
$242K +$176K +1,029 New
LCM
1870
LCM Capital Management
Illinois
$241K +$174K +1,017 New
BWP
1871
Baldwin Wealth Partners
Massachusetts
$240K +$102K +600 +143%
MAM
1872
MMA Asset Management
Pennsylvania
$240K +$174K +1,020 New
RCA
1873
Reitz Capital Advisors
Michigan
$240K +$174K +1,020 New
SPWG
1874
Sage Private Wealth Group
Illinois
$240K +$174K +1,020 New
SWM
1875
Segment Wealth Management
Texas
$240K +$174K +1,020 New