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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1451
WealthTrust Asset Management
Florida
$850K +$144K +742 +21%
BWM
1452
BKM Wealth Management
Wisconsin
$849K -$50.7K -262 -6%
AI
1453
AXS Investments
New York
$849K
MCM
1454
Mattern Capital Management
Colorado
$846K -$69.7K -360 -8%
WA
1455
WP Advisors
California
$843K +$9.68K +50 +1%
CST
1456
Charles Schwab Trust
Nevada
$842K +$27.7K +143 +3%
AWM
1457
Angeles Wealth Management
California
$841K +$74.1K +383 +10%
UCB
1458
United Community Bank
South Carolina
$841K -$206K -1,065 -20%
HAM
1459
Hickory Asset Management
Ohio
$834K +$818K +4,225 New
FFN
1460
Focus Financial Network
Minnesota
$832K +$20.9K +108 +3%
GCM
1461
Galibier Capital Management
Ontario, Canada
$831K -$677K -3,500 -45%
GSEP
1462
Golden State Equity Partners
California
$826K -$35.8K -185 -4%
Capstone Investment Advisors
1463
Capstone Investment Advisors
New York
$822K -$438K -2,261 -35%
FNT
1464
First Nebraska Trust
Nebraska
$821K
RPWA
1465
Regent Peak Wealth Advisors
Georgia
$820K -$2.04M -10,542 -72%
1WM
1466
1900 Wealth Management
Texas
$817K -$83.2K -430 -9%
TI
1467
Truxt Investmentos
Brazil
$816K -$4.33M -22,361 -85%
GCA
1468
Gradient Capital Advisors
California
$813K +$77.6K +401 +11%
MWS
1469
MFA Wealth Services
California
$812K +$796K +4,113 New
NP
1470
NorthRock Partners
Minnesota
$811K +$35.2K +182 +5%
AF
1471
Aviso Financial
Ontario, Canada
$810K -$17.6K -91 -2%
BAM
1472
Berkshire Asset Management
Pennsylvania
$809K +$3.87K +20 +0.6%
CGL
1473
Clarius Group LLC
Washington
$800K
NWWA
1474
New Wave Wealth Advisors
Arkansas
$800K +$410K +2,118 +110%
OP
1475
ORG Partners
Indiana
$799K -$2.71K -14 -0.3%