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Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
826
Moloney Securities Asset Management
Missouri
$772K +$105 +1 +0%
Fisher Asset Management
827
Fisher Asset Management
Washington
$772K -$83.6K -796 -10%
BFIM
828
Beese Fulmer Investment Management
Ohio
$772K +$221K +2,104 +44%
BSA
829
Bull Street Advisors
Georgia
$772K
RIM
830
Rakuten Investment Management
Japan
$766K +$1.05M +10,000 New
CFD
831
Creative Financial Designs
Indiana
$763K +$2.52K +24 +0.4%
EWA
832
Etesian Wealth Advisors
Oregon
$759K -$22.8K -217 -3%
SFSG
833
Sound Financial Strategies Group
Mississippi
$755K -$56K -533 -7%
GC
834
Grimes & Company
Massachusetts
$749K +$630 +6 +0.1%
TCBWMS
835
Texas Capital Bank Wealth Management Services
Texas
$748K +$146K +1,390 +26%
LCGC
836
Legacy Capital Group California
California
$747K -$357K -3,397 -34%
RSWM
837
Robertson Stephens Wealth Management
California
$747K -$31.7K -302 -4%
MGIA
838
Moneta Group Investment Advisors
Missouri
$747K +$234K +2,223 +50%
IFG
839
Independent Financial Group
California
$746K +$1.68K +16 +0.2%
ATPW
840
Ashton Thomas Private Wealth
Arizona
$745K +$429K +4,080 +158%
AWE
841
Avidian Wealth Enterprises
Texas
$744K +$13.2K +126 +2%
FEG
842
Financial Enhancement Group
Indiana
$741K +$696K +6,626 New
IAMOG
843
Investors Asset Management of Georgia
Georgia
$740K +$105 +1 +0%
CBT
844
Crews Bank & Trust
Florida
$738K -$36.8K -350 -5%
WBWA
845
William B. Walkup & Associates
South Carolina
$737K
WCWM
846
Willow Creek Wealth Management
California
$737K
PFS
847
Physicians Financial Services
North Carolina
$736K
OL
848
one8zero8 LLC
North Carolina
$733K
WOC
849
West Oak Capital
California
$731K -$105K -1,000 -13%
JIP
850
Jaffetilchin Investment Partners
Florida
$729K -$23.4K -223 -3%