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Name Holding Trade Value Shares
Change
Change in
Stake
RCM
851
RNC Capital Management
California
$425K
CS
852
Comerica Securities
Michigan
$424K +$394K +5,891 New
OFS
853
OneAscent Financial Services
Alabama
$421K -$20.4K -305 -5%
RIA
854
Richwood Investment Advisors
Ohio
$420K
FRA
855
Frank Rimerman Advisors
California
$419K
LA
856
Legacy Advisors
Pennsylvania
$414K +$385K +5,749 New
DA
857
Drake & Associates
Wisconsin
$413K +$33.5K +500 +10%
CAM
858
Congress Asset Management
Massachusetts
$411K
DI
859
DFPG Investments
Utah
$410K +$382K +5,708 New
CST
860
Charles Schwab Trust
Nevada
$410K
BWM
861
Biltmore Wealth Management
Arizona
$409K +$1.94K +29 +0.5%
AWE
862
Avidian Wealth Enterprises
Texas
$408K +$130K +1,936 +52%
PB
863
Pinnacle Bancorp
Nebraska
$407K -$2.54K -38 -0.7%
STA
864
Summit Trail Advisors
New York
$406K +$1.74K +26 +0.5%
IAS
865
Investment Advisory Services
Texas
$404K
PTB
866
Pioneer Trust Bank
Oregon
$404K
MNBTD
867
Moody National Bank Trust Division
Texas
$403K
SW
868
SlateStone Wealth
Florida
$403K
Lazard Asset Management
869
Lazard Asset Management
New York
$402K +$2.75K +41 +0.7%
APP
870
Avantax Planning Partners
Iowa
$400K -$7.77K -116 -2%
PP
871
Patten & Patten
Tennessee
$398K -$21.8K -326 -6%
FCFC
872
First Citizens Financial Corp
Iowa
$392K
M
873
Mirova
France
$392K +$156K +2,335 +75%
BIA
874
BHK Investment Advisors
Alabama
$391K -$35.1K -524 -9%
KCM
875
Kanawha Capital Management
Virginia
$390K