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Name Holding Trade Value Shares
Change
Change in
Stake
HR
776
Howe & Rusling
New York
$881K +$220 +2 +0%
RA
777
Ruggaard & Associates
Ohio
$877K
DA
778
Denali Advisors
California
$871K -$89K -808 -9%
WC
779
Westerkirk Capital
$871K -$275K -2,500 -24%
ABC
780
Associated Banc-Corp
Wisconsin
$866K -$5.51K -50 -0.6%
MMA
781
Miracle Mile Advisors
California
$859K +$16.3K +148 +2%
PWW
782
Pettyjohn Wood & White
Virginia
$859K +$22.7K +206 +3%
EPW
783
Evolve Private Wealth
California
$856K +$855K +7,762 New
TSMHT
784
Thurston Springer Miller Herd & Titak
Indiana
$852K +$607K +5,511 +248%
CPWA
785
Cerro Pacific Wealth Advisors
California
$849K -$76.8K -697 -8%
PWAM
786
Pinnacle West Asset Management
Wyoming
$846K -$24.8K -225 -3%
AWA
787
Adapt Wealth Advisors
Georgia
$843K +$2.64K +24 +0.3%
TBT
788
Texas Bank & Trust
Texas
$842K
FPH
789
Financial Planning Hawaii
Hawaii
$842K +$841K +7,632 New
VWM
790
Venturi Wealth Management
Texas
$840K +$2.2K +20 +0.3%
AAS
791
Ameritas Advisory Services
Nebraska
$839K +$619K +5,618 +282%
RC
792
Rexford Capital
Texas
$838K +$11K +100 +1%
Wellington Management Group
793
Wellington Management Group
Massachusetts
$835K -$32.6K -296 -4%
SIM
794
Studio Investment Management
Illinois
$833K -$8.48K -77 -1%
BB
795
Busey Bank
Illinois
$833K +$40.8K +370 +5%
TE
796
Tema ETFs
New York
$831K -$2.2K -20 -0.3%
ECP
797
Epacria Capital Partners
Colorado
$827K
RPCONE
798
Retirement Planning Company of New England
Rhode Island
$824K -$35.9K -326 -4%
PTC
799
Private Trust Company
Ohio
$824K -$20.9K -190 -2%
SHGA
800
Sand Hill Global Advisors
California
$820K +$8.92K +81 +1%