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Name Holding Trade Value Shares
Change
Change in
Stake
CGA
1701
Crescent Grove Advisors
Illinois
$453K +$149K +767 +39%
RF
1702
Rossby Financial
Florida
$453K +$276K +1,420 +107%
LSA
1703
Lion Street Advisors
Texas
$452K +$111K +570 +26%
London Company of Virginia
1704
London Company of Virginia
Virginia
$452K +$311K +1,601 +143%
AMM
1705
American Money Management
California
$449K -$15.7K -81 -3%
AWAU
1706
Alliance Wealth Advisors (Utah)
Utah
$449K +$9.52K +49 +2%
Avantax Planning Partners
1707
Avantax Planning Partners
Iowa
$448K -$33K -170 -6%
CC
1708
Courier Capital
New York
$448K +$27.2K +140 +5%
BDL
1709
Banque de Luxembourg
Luxembourg
$448K – – –
MF
1710
Manuka Financial
Virginia
$448K – – –
GL
1711
Graypoint LLC
New York
$446K +$6.61K +34 +1%
LPT
1712
Legacy Private Trust
Wisconsin
$446K -$19.4K -100 -4%
CBA
1713
Coastal Bridge Advisors
Connecticut
$443K +$519K +2,669 New
EPIME
1714
Evelyn Partners Investment Management (Europe)
$443K – – –
OL
1715
one8zero8 LLC
North Carolina
$442K +$29.1K +150 +6%
MMCM
1716
Murphy & Mullick Capital Management
New York
$440K – – –
CVA
1717
Central Valley Advisors
California
$440K +$50.1K +258 +11%
SFO
1718
Stokes Family Office
Louisiana
$439K -$21.6K -111 -4%
PPG
1719
Peak Planning Group
Colorado
$439K -$3.69K -19 -0.7%
FWM
1720
FMB Wealth Management
California
$438K – – –
HT
1721
Heritage Trust
Oklahoma
$436K – – –
RCG
1722
Regatta Capital Group
California
$436K +$12.6K +65 +3%
LAM
1723
Lingohr Asset Management
Germany
$435K +$216K +1,112 +74%
PWM
1724
Pines Wealth Management
North Carolina
$432K -$55.8K -287 -9%
IP
1725
Ignite Planners
California
$431K +$138K +712 +40%