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Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
1776
Connecticut Capital Management Group
Connecticut
$206K +$195K +614 New
SGK
1777
Steigerwald Gordon & Koch
Virginia
$205K – – –
CWMK
1778
Caliber Wealth Management (Kansas)
Kansas
$205K +$194K +612 New
SWA
1779
SFMG Wealth Advisors
Texas
$204K +$194K +611 New
PWM
1780
Purus Wealth Management
California
$204K +$193K +610 New
CSI
1781
Clark & Stuart Inc
Maine
$204K +$193K +610 New
KCM
1782
Kathmere Capital Management
Pennsylvania
$204K +$193K +610 New
BPW
1783
BlueDoor Private Wealth
Massachusetts
$204K +$193K +609 New
JAG
1784
Journey Advisory Group
Kentucky
$203K +$193K +607 New
FGWP
1785
Founders Grove Wealth Partners
Virginia
$203K +$192K +606 New
WAM
1786
Worth Asset Management
Texas
$202K +$192K +604 New
VEA
1787
Virtus ETF Advisers
New York
$202K -$92.9K -293 -33%
PFM
1788
Peak Financial Management
Massachusetts
$202K +$191K +603 New
SIC
1789
Shoker Investment Counsel
Ohio
$201K +$191K +601 New
Fayez Sarofim & Co
1790
Fayez Sarofim & Co
Texas
$201K +$191K +601 New
EHC
1791
Everett Harris & Co
California
$201K +$190K +600 New
FWP
1792
Family Wealth Partners
North Carolina
$201K +$190K +600 New
TDC
1793
Thompson Davis & Co
Virginia
$201K +$190K +600 New
OCM
1794
Osterweis Capital Management
California
$194K – – –
MAM
1795
Maytree Asset Management
Hong Kong
$194K +$183K +578 New
FHC
1796
First Horizon Corporation
Tennessee
$193K -$212K -668 -54%
WWM
1797
Wolff Wiese Magana
California
$192K -$2.54K -8 -1%
BHWM
1798
Bay Harbor Wealth Management
Maryland
$187K +$13K +41 +8%
CA
1799
Crewe Advisors
Utah
$186K +$9.83K +31 +6%
KAM
1800
KEB Asset Management
Illinois
$185K +$175K +553 New