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Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
726
Bank of the West
California
$457K -$2.42K -41 -0.5%
CSA
727
Cottage Street Advisors
Massachusetts
$457K
DWM
728
Doyle Wealth Management
Florida
$455K +$7.38K +125 +2%
BHWM
729
Bar Harbor Wealth Management
New Hampshire
$455K +$113K +1,910 +30%
OIA
730
OneDigital Investment Advisors
Kansas
$452K -$8.62K -146 -2%
EHAM
731
Eagle Harbor Asset Management
Washington
$452K
SC
732
Savant Capital
Illinois
$451K -$11.8K -200 -2%
TSS
733
Two Sigma Securities
New York
$451K +$5.31K +90 +1%
JIP
734
Jaffetilchin Investment Partners
Florida
$450K -$885 -15 -0.2%
BPFA
735
Barnes Pettey Financial Advisors
Mississippi
$449K +$119K +2,018 +33%
CI
736
Cigna Investments
Connecticut
$447K -$165K -2,791 -26%
CTA
737
Chesley Taft & Associates
Illinois
$443K
MMG
738
Monetary Management Group
Missouri
$443K
RPC
739
Rossmore Private Capital
Connecticut
$443K
TCM
740
Tran Capital Management
California
$443K
RCAG
741
Rehmann Capital Advisory Group
Michigan
$443K -$235K -3,978 -33%
CT
742
Chicago Trust
Illinois
$438K +$467K +7,908 New
VDI
743
Vaughan David Investments
Illinois
$435K -$4.43K -75 -0.9%
CFB
744
Cullen/Frost Bankers
Texas
$435K
SG
745
StoneX Group
New York
$434K -$18K -305 -4%
RSWM
746
Robertson Stephens Wealth Management
California
$434K -$5.61K -95 -1%
HGERS
747
Householder Group Estate & Retirement Specialist
Arizona
$434K +$3.42K +58 +0.7%
AIA
748
Alera Investment Advisors
Illinois
$426K -$157K -2,660 -26%
IIM
749
Ipswich Investment Management
Massachusetts
$424K
WFA
750
West Financial Advisors
Iowa
$424K