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Name Holding Trade Value Shares
Change
Change in
Stake
TC
3076
TAGStone Capital
North Carolina
$771K +$4.51K +15 +0.6%
ACP
3077
Aveo Capital Partners
Colorado
$771K -$45.4K -151 -6%
CPRC
3078
Consolidated Portfolio Review Corp
New York
$770K +$98.3K +327 +15%
TCM
3079
Tandem Capital Management
New Jersey
$770K -$70.7K -235 -9%
CFG
3080
Copley Financial Group
California
$767K +$56.5K +188 +8%
MWA
3081
Moser Wealth Advisors
Washington
$766K
SFWA
3082
Summit Financial Wealth Advisors
Louisiana
$766K
MFF
3083
Michels Family Financial
Texas
$766K +$729K +2,423 New
CWM
3084
Centricity Wealth Management
Ohio
$765K +$728K +2,422 New
GA
3085
Goldstein Advisors
Wisconsin
$760K +$6.32K +21 +0.9%
SIA
3086
SeaBridge Investment Advisors
New Jersey
$759K +$723K +2,403 New
KLCM
3087
KG&L Capital Management
Louisiana
$759K -$888K -2,954 -55%
TNBTD
3088
Trustmark National Bank Trust Department
Mississippi
$759K -$2.71K -9 -0.4%
WSWA
3089
Warren Street Wealth Advisors
California
$758K +$60.1K +200 +9%
Winslow Capital Management
3090
Winslow Capital Management
Minnesota
$756K -$204K -679 -22%
RWM
3091
Revisor Wealth Management
Ohio
$756K -$565K -1,879 -44%
VIPI
3092
Vista Investment Partners II
Indiana
$756K +$719K +2,392 New
GCM
3093
Gator Capital Management
Florida
$756K +$31.6K +105 +5%
RFW
3094
Rainier Family Wealth
Washington
$755K +$718K +2,388 New
LPAM
3095
Lodestar Private Asset Management
California
$753K
BIA
3096
Biondo Investment Advisors
Pennsylvania
$752K -$22.6K -75 -3%
BW
3097
Blalock Williams
Alabama
$752K +$715K +2,378 New
AWM
3098
Act Wealth Management
Texas
$751K
SPWG
3099
Sage Private Wealth Group
Illinois
$749K -$6.32K -21 -0.9%
CFGA
3100
Cambridge Financial Group (Arizona)
Arizona
$747K