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Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
3301
Schrum Private Wealth Management
Florida
$698K -$1.47M -4,585 -67%
AR
3302
Apeiron RIA
Texas
$698K -$6.74K -21 -1%
ANBOT
3303
American National Bank of Texas
Texas
$698K +$72.9K +227 +13%
WCA
3304
Westover Capital Advisors
Delaware
$695K -$90.5K -282 -12%
WP
3305
WealthSpring Partners
California
$694K +$195K +607 +43%
MAC
3306
Mason & Associates (California)
California
$694K +$42.7K +133 +7%
FCM
3307
FJ Capital Management
Virginia
$693K
IA
3308
Inspire Advisors
Idaho
$690K -$50.4K -157 -7%
EF
3309
Evanson Financial
Virginia
$688K +$644K +2,006 New
RMC
3310
Ring Mountain Capital
California
$688K +$9.63K +30 +2%
CSB
3311
City State Bank
Iowa
$688K -$28.6K -89 -4%
MMHP
3312
Murphy Middleton Hinkle & Parker
Georgia
$688K
SWM
3313
Silverlake Wealth Management
Vermont
$687K +$17K +53 +3%
CRA
3314
Clear Retirement Advice
California
$687K
PWM
3315
Peck Wealth Management
New York
$687K
JFA
3316
JNBA Financial Advisors
Minnesota
$687K +$8.67K +27 +1%
LOAMU
3317
Lombard Odier Asset Management (USA)
New York
$686K -$64.2K -200 -9%
BOA
3318
Birnam Oak Advisors
New York
$686K
WPW
3319
Warther Private Wealth
Ohio
$686K
OCM
3320
Osbon Capital Management
Massachusetts
$686K -$52.3K -163 -8%
Cohen & Steers
3321
Cohen & Steers
New York
$686K +$161K +500 +33%
MAM
3322
Mainsail Asset Management
Alabama
$686K +$66.8K +208 +12%
CFP
3323
Cypress Financial Planning
New Jersey
$686K +$84.4K +263 +15%
GHAM
3324
Gilman Hill Asset Management
Connecticut
$684K +$29.9K +93 +5%
BBP
3325
Banco BTG Pactual
Brazil
$684K +$413K +1,287 +182%