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Name Holding Trade Value Shares
Change
Change in
Stake
P
2501
Palladiem
Pennsylvania
$637K -$120K -295 -18%
WAM
2502
Weatherly Asset Management
California
$635K -$10.1K -25 -2%
BOM
2503
Bank of Marin
California
$635K -$52.8K -130 -9%
G
2504
GenTrust
Florida
$634K +$3.25K +8 +0.6%
GFP
2505
Guardian Financial Partners
California
$633K +$132K +325 +33%
AWM
2506
Avaii Wealth Management
Wisconsin
$631K +$406 +1 +0.1%
HBT
2507
Hills Bank & Trust
Iowa
$631K +$536K +1,322 New
EMAM
2508
Encompass More Asset Management
California
$630K -$2.16M -5,333 -80%
NRS
2509
Neville Rodie & Shaw
New York
$630K
BHPW
2510
Box Hill Private Wealth
Arizona
$630K +$110K +271 +26%
KWM
2511
KMT Wealth Management
California
$628K +$534K +1,315 New
BWM
2512
Braeburn Wealth Management
Michigan
$628K -$2.01M -4,944 -79%
EB
2513
Exchange Bank
California
$628K +$24.3K +60 +5%
BA
2514
Bard Associates
Illinois
$627K +$2.84K +7 +0.5%
HBCM
2515
Heron Bay Capital Management
Michigan
$625K
E
2516
Evansbrook
Illinois
$625K +$21.1K +52 +4%
WFAG
2517
Worth Financial Advisory Group
North Carolina
$625K +$531K +1,308 New
WMN
2518
Wealth Management Nebraska
Nebraska
$624K
FA
2519
Fortis Advisors
Pennsylvania
$622K +$21.5K +53 +4%
MCM
2520
Monument Capital Management
Virginia
$622K +$528K +1,302 New
BFWM
2521
Bright Futures Wealth Management
New York
$618K +$185K +456 +54%
SA
2522
Sonoma Allocations
California
$616K -$121K -298 -18%
KFAS
2523
Keating Financial Advisory Services
Kansas
$616K +$5.28K +13 +1%
SC
2524
SMA Capital
New York
$616K +$523K +1,289 New
HAIM
2525
Hunter Associates Investment Management
Pennsylvania
$615K +$406 +1 +0.1%