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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1126
Trueblood Wealth Management
Ohio
$647K +$951 +6 +0.1%
SHFA
1127
SS&H Financial Advisors
Michigan
$642K -$238K -1,500 -27%
BW
1128
Blalock Williams
Alabama
$642K -$3.65K -23 -0.6%
AI
1129
Accredited Investors
Minnesota
$642K +$170K +1,074 +35%
FA
1130
Fiduciary Alliance
South Carolina
$642K +$8.24K +52 +1%
EAM
1131
Empirical Asset Management
Massachusetts
$641K +$133K +838 +26%
AM
1132
Account Management
Massachusetts
$639K
PPA
1133
Pacific Point Advisors
California
$639K
MDA
1134
Minot DeBlois Advisors
Massachusetts
$639K +$36.5K +230 +6%
RBC
1135
Romano Brothers & Co
Illinois
$639K
LSA
1136
Leonteq Securities AG
Switzerland
$639K -$35.2K -222 -5%
BC
1137
Burney Company
Virginia
$637K +$82.5K +520 +15%
SAM
1138
Sompo Asset Management
Japan
$636K -$4.76K -30 -0.7%
MIM
1139
MTM Investment Management
South Carolina
$635K -$476 -3 -0.1%
FAIM
1140
Financial Advocates Investment Management
Washington
$626K -$336K -2,120 -35%
SWM
1141
Salvus Wealth Management
New Jersey
$625K +$4.44K +28 +0.7%
IFA
1142
Index Fund Advisors
California
$621K +$631K +3,980 New
WAP
1143
Wealthcare Advisory Partners
Pennsylvania
$620K -$52K -328 -8%
AG
1144
AlTi Global
New York
$619K +$268K +1,691 +75%
SFS
1145
Sowell Financial Services
Arkansas
$618K -$144K -907 -19%
UAG
1146
United Advisor Group
Ohio
$617K +$8.4K +53 +1%
HIC
1147
Holderness Investments Company
North Carolina
$615K -$162K -1,019 -21%
PBC
1148
Pavion Blue Capital
California
$615K
CA
1149
Continuum Advisory
Idaho
$611K -$26.6K -168 -4%
LGA
1150
Lebenthal Global Advisors
New York
$609K +$25.7K +162 +4%