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Name Holding Trade Value Shares
Change
Change in
Stake
FHB
1626
First Hawaiian Bank
Hawaii
$767K
W
1627
Wealthquest
Ohio
$764K +$53.2K +583 +7%
TIA
1628
Tiemann Investment Advisors
California
$764K -$71.7K -785 -9%
BHCM
1629
Brevan Howard Capital Management
Jersey
$764K -$691K -7,571 -47%
PWMG
1630
Prestige Wealth Management Group
New Jersey
$763K -$94.9K -1,040 -11%
AOI
1631
Auto-Owners Insurance
Michigan
$758K
EBA
1632
Eagle Bay Advisors
New York
$757K +$25K +274 +3%
WSA
1633
Wealth Science Advisors
Georgia
$757K +$637K +6,975 +509%
BIAS
1634
Beacon Investment Advisory Services
New Jersey
$757K -$421K -4,612 -36%
Boston Partners
1635
Boston Partners
Massachusetts
$756K -$732K -8,019 -49%
AWM
1636
Accurate Wealth Management
Florida
$755K +$85.4K +936 +13%
PGAM
1637
Princeton Global Asset Management
New Jersey
$755K -$86K -942 -10%
EWA
1638
Etesian Wealth Advisors
Oregon
$754K -$44.2K -484 -6%
SP
1639
Saranac Partners
$753K -$322K -3,531 -30%
LWM
1640
Lifetime Wealth Management
Texas
$753K -$9.58K -105 -1%
IWA
1641
Invera Wealth Advisors
Oregon
$752K +$18.3K +200 +2%
GIM
1642
Goelzer Investment Management
Indiana
$751K -$126K -1,376 -14%
Fuller & Thaler Asset Management
1643
Fuller & Thaler Asset Management
California
$750K
GBFG
1644
Gerald Baker Financial Group
Texas
$749K +$730 +8 +0.1%
BFG
1645
Beacon Financial Group
Texas
$749K +$28.8K +316 +4%
FWA
1646
FSM Wealth Advisors
Ohio
$747K -$48.9K -536 -6%
MSWM
1647
McGlone Suttner Wealth Management
Wisconsin
$744K +$1K +11 +0.1%
NFG
1648
Nadler Financial Group
Illinois
$744K -$22.2K -243 -3%
SFC
1649
SYM Financial Corp
Indiana
$743K +$392K +4,292 +110%
AIM
1650
Athena Investment Management
California
$741K -$213K -2,330 -22%