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Name Holding Trade Value Shares
Change
Change in
Stake
WTC
801
WhitTier Trust Company
Nevada
$526K -$152K -1,115 -24%
MCM
802
Mengis Capital Management
Oregon
$519K -$16.4K -120 -3%
IAS
803
Insigneo Advisory Services
Florida
$516K -$14.5K -106 -3%
OFS
804
OneAscent Financial Services
Alabama
$516K -$58.2K -427 -11%
LA
805
LM Advisors
California
$513K +$442K +3,241 +988%
SAM
806
Smartleaf Asset Management
Massachusetts
$510K – – –
GCM
807
Gladstone Capital Management
United Kingdom
$509K – – –
CWMA
808
Capstone Wealth Management (Alabama)
Alabama
$506K +$482K +3,536 New
CFA
809
Churchill Financial Advisors
Kentucky
$504K +$121K +884 +34%
AWM
810
AE Wealth Management
Kansas
$493K -$45.4K -333 -9%
CSP
811
Cary Street Partners
Virginia
$492K -$3.27K -24 -0.7%
FRA
812
Frank Rimerman Advisors
California
$490K -$10.8K -79 -2%
SA
813
SPWM Advisors
Michigan
$487K -$121K -887 -21%
ET
814
Equitable Trust
Tennessee
$485K +$4.37K +32 +1%
FHA
815
Flagship Harbor Advisors
Massachusetts
$480K +$955 +7 +0.2%
HAM
816
Hedges Asset Management
Nevada
$479K +$457K +3,350 New
AAB
817
ABN AMRO Bank
Netherlands
$477K -$81.8K -600 -15%
TSW
818
Three Seasons Wealth
Utah
$473K -$149K -1,093 -25%
LS
819
Livforsakringsbolaget Skandia
Sweden
$472K – – –
MW
820
Maia Wealth
Colorado
$472K -$176K -1,289 -28%
RS
821
R Squared
Hong Kong
$472K +$450K +3,298 New
FCG
822
Fielder Capital Group
Tennessee
$466K -$40.8K -299 -8%
PMG
823
ProVise Management Group
Florida
$461K +$9.82K +72 +2%
AAA
824
American Alpha Advisors
New York
$460K – – –
PCS
825
Personal CFO Solutions
New Jersey
$460K -$144K -1,054 -25%