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Name Holding Trade Value Shares
Change
Change in
Stake
RC
1876
RBO & Co
California
$745K – – –
NC
1877
North Capital
Utah
$745K -$93.2K -2,010 -12%
AB
1878
ANB Bank
Colorado
$744K -$2.5K -54 -0.4%
FIM
1879
Fruth Investment Management
Texas
$744K +$1.16K +25 +0.2%
YIM
1880
Yoffe Investment Management
Pennsylvania
$743K +$185 +4 +0%
Krilogy Financial
1881
Krilogy Financial
Missouri
$743K +$62.8K +1,355 +9%
OBAM
1882
ODDO BHF Asset Management
France
$743K +$164K +3,548 +32%
CFO
1883
CVA Family Office
Colorado
$742K +$140K +3,025 +26%
IIM
1884
Ipswich Investment Management
Massachusetts
$741K -$6.86K -148 -1%
SIC
1885
SJS Investment Consulting
Ohio
$740K -$20.9K -450 -3%
CAM
1886
Councilmark Asset Management
Tennessee
$740K +$1.85K +40 +0.3%
MWM
1887
MOKAN Wealth Management
Kansas
$740K -$70.5K -1,522 -9%
WAC
1888
William Allan Corp
Colorado
$739K +$6.03K +130 +0.9%
RFA
1889
Register Financial Advisors
Georgia
$739K +$71.7K +1,547 +12%
Sax Wealth Advisors
1890
Sax Wealth Advisors
New Jersey
$738K -$6.63K -143 -0.8%
BGAI
1891
Bruce G. Allen Investments
Colorado
$737K +$22.4K +484 +3%
PCM
1892
Permanent Capital Management
Illinois
$736K +$7.37K +159 +1%
SJIM
1893
St. Johns Investment Management
Florida
$736K +$22.2K +478 +3%
BFA
1894
Blueprint Financial Advisors
North Carolina
$733K +$165K +3,554 +32%
AP
1895
Anchyra Partners
Georgia
$731K +$44.1K +952 +7%
FPWM
1896
FSB Premier Wealth Management
Iowa
$731K +$118K +2,541 +21%
BW
1897
Blalock Williams
Alabama
$731K +$54.7K +1,180 +9%
PWM
1898
Prentice Wealth Management
New York
$728K -$48.2K -1,040 -7%
AFM
1899
Abbot Financial Management
Massachusetts
$726K – – –
OFO
1900
OneAscent Family Office
Alabama
$725K -$62.4K -1,347 -9%