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Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
476
Turtle Creek Wealth Advisors
Texas
$665K +$299K +2,707 +86%
MAS
477
Meeder Advisory Services
Ohio
$663K +$32K +290 +5%
AWM
478
AE Wealth Management
Kansas
$658K -$4.42K -40 -0.7%
WA
479
Waverly Advisors
Alabama
$657K +$31.8K +288 +5%
PA
480
Parallel Advisors
California
$654K +$4.64K +42 +0.7%
EH
481
Equitable Holdings
New York
$654K +$40.1K +363 +7%
CAMG
482
CWA Asset Management Group
Florida
$650K -$2.1M -18,991 -77%
SIA
483
Sit Investment Associates
Minnesota
$643K +$27.1K +245 +5%
TF
484
Tudor Financial
Ohio
$639K
BBVA
485
Banco Bilbao Vizcaya Argentaria
Spain
$638K -$251K -2,267 -29%
CG
486
Cynosure Group
Utah
$638K +$624K +5,645 New
BNP Paribas Asset Management
487
BNP Paribas Asset Management
France
$637K +$5.97K +54 +1%
DP
488
Dearborn Partners
Illinois
$616K -$2.76K -25 -0.5%
PCG
489
Prosperity Consulting Group
Maryland
$613K +$600K +5,426 New
FBT
490
First Bank & Trust
South Dakota
$610K
TCM
491
Twin Capital Management
Pennsylvania
$610K +$884 +8 +0.1%
PWAM
492
Papamarkou Wellner Asset Management
New York
$605K
VA
493
VestGen Advisors
Illinois
$602K -$15.1K -137 -3%
FMWA
494
Forvis Mazars Wealth Advisors
Missouri
$599K -$553 -5 -0.1%
SDIC
495
South Dakota Investment Council
South Dakota
$599K
CFB
496
Cullen/Frost Bankers
Texas
$599K +$1.66K +15 +0.3%
ASBI
497
American State Bank (Iowa)
Iowa
$597K
KWM
498
KMT Wealth Management
California
$595K +$581K +5,260 New
GWP
499
Gateway Wealth Partners
Wisconsin
$591K -$69K -624 -11%
CAM
500
Cozad Asset Management
Illinois
$590K