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Name Holding Trade Value Shares
Change
Change in
Stake
MEG
1951
Millstone Evans Group
Colorado
$304K +$298K +1,538 New
CAS
1952
Coppell Advisory Solutions
Texas
$304K -$581 -3 -0.2%
AWA
1953
Amplius Wealth Advisors
Pennsylvania
$303K -$4.84K -25 -2%
LAM
1954
Lingohr Asset Management
Germany
$302K +$292K +1,509 New
TFP
1955
Tilia Fiduciary Partners
North Carolina
$301K -$1.94K -10 -0.7%
PAMG
1956
Patton Albertson Miller Group
Tennessee
$301K
SSWM
1957
Strait & Sound Wealth Management
California
$301K +$13.7K +71 +5%
FFG
1958
Fiduciary Financial Group
California
$300K -$21.3K -110 -7%
PWW
1959
Pettyjohn Wood & White
Virginia
$299K +$293K +1,515 New
WA
1960
Westfuller Advisors
New York
$299K -$13K -67 -4%
IGGA
1961
Iron Gate Global Advisors
Utah
$299K +$4.64K +24 +2%
MIM
1962
Moseley Investment Management
Florida
$298K -$5.61K -29 -2%
GKWIM
1963
Gerber Kawasaki Wealth & Investment Management
California
$297K +$5.22K +27 +2%
1CP
1964
17 Capital Partners
Arizona
$297K -$968 -5 -0.3%
AWA
1965
AGH Wealth Advisors
Kansas
$297K +$291K +1,502 New
FA
1966
Fortis Advisors
Pennsylvania
$296K -$58.1K -300 -17%
GCIA
1967
Gabelli & Co Investment Advisers
New York
$296K
OPW
1968
Osprey Private Wealth
New York
$296K
AWM
1969
Accurate Wealth Management
Florida
$295K +$42.2K +218 +18%
PCTC
1970
Perkins Coie Trust Company
Washington
$295K
FMC
1971
First Merchants Corp
Indiana
$294K
WRPWM
1972
Werba Rubin Papier Wealth Management
California
$294K -$24K -124 -8%
CP
1973
Clarendon Private
Massachusetts
$294K +$288K +1,488 New
SFG
1974
Sunburst Financial Group
Alabama
$293K
RRCM
1975
Rappaport Reiches Capital Management
Illinois
$292K -$4.26K -22 -1%