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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2126
Accurate Wealth Management
Florida
$418K +$5.38K +22 +2%
PCTC
2127
Perkins Coie Trust Company
Washington
$418K – – –
CA
2128
CV Advisors
Florida
$417K – – –
AT
2129
Arlington Trust
Alabama
$417K +$30.1K +123 +9%
SB
2130
Simmons Bank
Arkansas
$416K -$13K -53 -3%
SCA
2131
Sage Capital Advisors
South Dakota
$416K +$364K +1,490 New
PCM
2132
Palisade Capital Management
New Jersey
$415K +$16.6K +68 +5%
RSWM
2133
Robertson Stephens Wealth Management
California
$415K -$73.6K -301 -17%
SFG
2134
Sunburst Financial Group
Alabama
$414K – – –
AAM
2135
Austin Asset Management
Texas
$413K -$106K -435 -23%
FWI
2136
Facet Wealth Inc
Maryland
$412K +$361K +1,475 New
EA
2137
Enclave Advisors
Texas
$407K +$51.4K +210 +17%
PWP
2138
Pursue Wealth Partners
California
$407K – – –
MSS
2139
Mitchell Sinkler & Starr
Pennsylvania
$406K – – –
GWAG
2140
Garrett Wealth Advisory Group
Texas
$405K – – –
VCM
2141
Vivaldi Capital Management
Illinois
$405K -$2.93K -12 -0.8%
CCG
2142
Chatham Capital Group
Georgia
$405K – – –
PFG
2143
PAX Financial Group
Texas
$405K +$73.8K +302 +26%
SSWM
2144
Strait & Sound Wealth Management
California
$404K -$6.11K -25 -2%
EGM
2145
Engineers Gate Manager
New York
$404K -$644K -2,634 -65%
KFSC
2146
Keystone Financial Services (Colorado)
Colorado
$404K +$19.3K +79 +6%
ACM
2147
Alta Capital Management
Utah
$403K -$33.5K -137 -9%
PCP
2148
Proficio Capital Partners
Massachusetts
$402K -$144K -589 -29%
TWP
2149
Tyche Wealth Partners
Texas
$401K +$37.2K +152 +12%
VC
2150
Veery Capital
Delaware
$401K -$9.54K -39 -3%