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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
701
Sterling Wealth Management
Illinois
$502K +$494K +3,386 New
PCM
702
Polymer Capital Management
New York
$498K -$65K -445 -12%
Koshinski Asset Management
703
Koshinski Asset Management
Illinois
$498K +$12.7K +87 +3%
BTWM
704
Baker Tilly Wealth Management
Wisconsin
$498K -$12.4K -85 -2%
SC
705
Sapient Capital
Indiana
$497K -$13.1K -90 -3%
AFG
706
Atomi Financial Group
New York
$496K +$13.9K +95 +3%
DWA
707
Douglass Winthrop Advisors
New York
$488K
BBHC
708
Brown Brothers Harriman & Co
New York
$485K +$73.6K +504 +18%
AWM
709
Avior Wealth Management
Nebraska
$484K +$130K +890 +37%
FFM
710
Forum Financial Management
Illinois
$484K +$27.6K +189 +6%
PWG
711
Portside Wealth Group
Utah
$482K +$21.6K +148 +5%
AMM
712
American Money Management
California
$481K -$1.17K -8 -0.2%
JMFC
713
J.M. Forbes & Co
Massachusetts
$479K
MCA
714
Magnolia Capital Advisors
Mississippi
$479K
FFA
715
Farther Finance Advisors
California
$478K +$30.8K +211 +7%
ACA
716
Aptus Capital Advisors
Alabama
$478K -$26.7K -183 -5%
CAM
717
Cozad Asset Management
Illinois
$477K +$1.02K +7 +0.2%
TAM
718
Trust Asset Management
Texas
$477K
AAM
719
Augustine Asset Management
Florida
$475K -$5.26K -36 -1%
UBV
720
United Bank (Virginia)
Virginia
$474K
WPP
721
Whalerock Point Partners
Rhode Island
$473K
QL
722
Quarry LP
New York
$470K +$292K +2,002 +171%
TSW
723
Thompson Siegel & Walmsley
Virginia
$469K
DTL
724
Dynamic Technology Lab
Singapore
$468K -$1.42M -9,739 -76%
KWA
725
Kingswood Wealth Advisors
California
$464K -$3.5K -24 -0.8%