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Name Holding Trade Value Shares
Change
Change in
Stake
RI
751
Ridgewood Investments
New Jersey
$882K +$891K +8,035 New
PWW
752
Pettyjohn Wood & White
Virginia
$878K +$24.3K +219 +3%
RPC
753
Rossmore Private Capital
Connecticut
$878K – – –
TCM
754
Tran Capital Management
California
$878K – – –
RTC
755
Real Talk Capital
Tennessee
$877K -$4.77K -43 -0.5%
SouthState Corp
756
SouthState Corp
Florida
$875K -$8.31K -75 -0.9%
RF
757
Roxbury Financial
New Jersey
$874K -$3.21K -29 -0.4%
RA
758
Ruggaard & Associates
Ohio
$872K – – –
HR
759
Howe & Rusling
New York
$863K -$13.3K -120 -2%
Associated Banc-Corp
760
Associated Banc-Corp
Wisconsin
$862K – – –
AlTi Global
761
AlTi Global
New York
$855K +$444K +4,006 +106%
TCW Group
762
TCW Group
California
$855K +$41.7K +376 +5%
SHGA
763
Sand Hill Global Advisors
California
$853K +$38.2K +345 +5%
HA
764
Harfst & Associates
Wyoming
$849K -$981K -8,852 -53%
SIM
765
Studio Investment Management
Illinois
$847K +$18.3K +165 +2%
RPCONE
766
Retirement Planning Company of New England
Rhode Island
$844K +$24.1K +217 +3%
AWA
767
Adapt Wealth Advisors
Georgia
$843K +$3.66K +33 +0.4%
RC
768
Rexford Capital
Texas
$839K +$5.54K +50 +0.7%
I
769
INVST
Indiana
$838K +$846K +7,635 New
EPW
770
Evolve Private Wealth
California
$834K -$18.1K -163 -2%
FPH
771
Financial Planning Hawaii
Hawaii
$833K -$4.43K -40 -0.5%
CCA
772
Checchi Capital Advisers
California
$832K +$80.1K +723 +11%
Tema ETFs
773
Tema ETFs
New York
$831K +$3.88K +35 +0.5%
AA
774
Armis Advisers
Georgia
$829K +$2.77K +25 +0.3%
Busey Bank
775
Busey Bank
Illinois
$828K -$111 -1 -0%