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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1101
Morse Asset Management
Connecticut
$423K -$140K -1,500 -26%
MHR
1102
Matthew Hamilton Rosenberg
$423K +$11.3K +121 +3%
RDWM
1103
Red Door Wealth Management
Tennessee
$420K +$2.14K +23 +0.6%
HW
1104
Hamilton Wealth
California
$420K -$663K -7,119 -63%
FMAEN1
1105
Fund Management at Engine No 1
California
$419K – – –
AG
1106
Ascent Group
Virginia
$418K -$102K -1,094 -20%
BWP
1107
Baldwin Wealth Partners
Massachusetts
$418K -$20.7K -222 -5%
BWM
1108
Baron Wealth Management
Michigan
$415K +$1.49K +16 +0.4%
CMS
1109
Capital Market Strategies
Florida
$413K +$381K +4,094 New
CIS
1110
Continental Investors Services
Washington
$412K +$383K +4,120 New
SMC
1111
Smith, Moore & Co
Missouri
$411K -$5.86K -63 -2%
FFA
1112
Founders Financial Alliance
North Carolina
$410K +$74.6K +802 +25%
BAM
1113
Berkshire Asset Management
Pennsylvania
$410K -$5.49K -59 -1%
SVWAG
1114
Sound View Wealth Advisors Group
Georgia
$410K -$40.6K -436 -10%
Koshinski Asset Management
1115
Koshinski Asset Management
Illinois
$410K -$40.2K -432 -10%
FCH
1116
Freestone Capital Holdings
Washington
$409K -$2.79K -30 -0.7%
AWM
1117
Aprio Wealth Management
Georgia
$408K +$101K +1,084 +37%
WPP
1118
Whalerock Point Partners
Rhode Island
$407K – – –
VFA
1119
Values First Advisors
Tennessee
$407K +$16.9K +182 +5%
AS
1120
AM Squared
Hong Kong
$404K – – –
PGA
1121
Portland Global Advisors
Maine
$403K -$38.2K -410 -9%
LCGC
1122
Legacy Capital Group California
California
$402K +$371K +3,982 New
PA
1123
Procyon Advisors
Connecticut
$396K -$34.9K -375 -9%
SWA
1124
Stratos Wealth Advisors
Ohio
$395K -$1.77K -19 -0.5%
ECM
1125
Elgethun Capital Management
South Dakota
$393K -$30K -322 -8%