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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
751
MassMutual Private Wealth & Trust
Connecticut
$929K -$67.8K -589 -7%
WT
752
Washington Trust
Rhode Island
$924K -$45.8K -398 -5%
DWM
753
Diversify Wealth Management
Utah
$920K +$243K +2,111 +41%
DAS
754
Diversify Advisory Services
Utah
$920K +$837K +7,268 New
FH
755
Financial Harvest
Florida
$920K -$30.4K -264 -3%
MAM
756
Madison Asset Management
Wisconsin
$916K +$519K +4,506 +136%
ABC
757
Associated Banc-Corp
Wisconsin
$915K -$5.76K -50 -0.6%
VA
758
VestGen Advisors
Illinois
$915K +$22.9K +199 +3%
RI
759
Ridgewood Investments
New Jersey
$912K -$29.6K -257 -3%
AWA
760
Adapt Wealth Advisors
Georgia
$904K +$3.91K +34 +0.4%
SHGA
761
Sand Hill Global Advisors
California
$902K -$9.9K -86 -1%
I
762
INVST
Indiana
$902K +$6.22K +54 +0.7%
RPCONE
763
Retirement Planning Company of New England
Rhode Island
$901K -$576 -5 -0.1%
RC
764
Rexford Capital
Texas
$900K +$2.99K +26 +0.3%
MMA
765
Miracle Mile Advisors
California
$897K +$24.5K +213 +3%
SIM
766
Studio Investment Management
Illinois
$897K -$7.94K -69 -0.9%
BB
767
Busey Bank
Illinois
$896K +$10.7K +93 +1%
TG
768
TCW Group
California
$895K -$18.2K -158 -2%
CF
769
Convergence Financial
Missouri
$889K +$406K +3,529 +87%
SWP
770
Sagespring Wealth Partners
Tennessee
$886K +$89.6K +778 +11%
ECP
771
Epacria Capital Partners
Colorado
$879K – – –
PWAM
772
Pinnacle West Asset Management
Wyoming
$874K – – –
CCA
773
Checchi Capital Advisers
California
$873K -$16.7K -145 -2%
WC
774
Westerkirk Capital
$868K – – –
SIA
775
Soltis Investment Advisors
Utah
$865K +$39.1K +340 +5%