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Name Holding Trade Value Shares
Change
Change in
Stake
DAC
826
Dividend Assets Capital
South Carolina
$773K -$10.5K -100 -1%
MSAM
827
Moloney Securities Asset Management
Missouri
$772K +$105 +1 +0%
Fisher Asset Management
828
Fisher Asset Management
Washington
$772K -$83.6K -796 -10%
BFIM
829
Beese Fulmer Investment Management
Ohio
$772K +$221K +2,104 +44%
BSA
830
Bull Street Advisors
Georgia
$772K – – –
Rakuten Investment Management
831
Rakuten Investment Management
Japan
$766K +$1.05M +10,000 New
CFD
832
Creative Financial Designs
Indiana
$763K +$2.52K +24 +0.4%
EWA
833
Etesian Wealth Advisors
Oregon
$759K -$22.8K -217 -3%
SFSG
834
Sound Financial Strategies Group
Mississippi
$755K -$56K -533 -7%
Grimes & Company
835
Grimes & Company
Massachusetts
$749K +$630 +6 +0.1%
TCBWMS
836
Texas Capital Bank Wealth Management Services
Texas
$748K +$146K +1,390 +26%
LCGC
837
Legacy Capital Group California
California
$747K -$357K -3,397 -34%
Robertson Stephens Wealth Management
838
Robertson Stephens Wealth Management
California
$747K -$31.7K -302 -4%
Moneta Group Investment Advisors
839
Moneta Group Investment Advisors
Missouri
$747K +$234K +2,223 +50%
Independent Financial Group
840
Independent Financial Group
California
$746K +$1.68K +16 +0.2%
Ashton Thomas Private Wealth
841
Ashton Thomas Private Wealth
Arizona
$745K +$429K +4,080 +158%
Avidian Wealth Enterprises
842
Avidian Wealth Enterprises
Texas
$744K +$13.2K +126 +2%
FEG
843
Financial Enhancement Group
Indiana
$741K +$696K +6,626 New
IAMOG
844
Investors Asset Management of Georgia
Georgia
$740K +$105 +1 +0%
CBT
845
Crews Bank & Trust
Florida
$738K -$36.8K -350 -5%
WBWA
846
William B. Walkup & Associates
South Carolina
$737K – – –
WCWM
847
Willow Creek Wealth Management
California
$737K – – –
PFS
848
Physicians Financial Services
North Carolina
$736K – – –
OL
849
one8zero8 LLC
North Carolina
$733K – – –
WOC
850
West Oak Capital
California
$731K -$105K -1,000 -13%