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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
851
Private Client Services
Kentucky
$688K +$2.29K +21 +0.3%
EW
852
Evoke Wealth
California
$684K +$2.18K +20 +0.3%
WCWM
853
Willow Creek Wealth Management
California
$684K -$1.75K -16 -0.2%
PFS
854
Physicians Financial Services
North Carolina
$684K +$19.1K +175 +3%
OL
855
one8zero8 LLC
North Carolina
$679K +$716K +6,564 New
GL
856
Graypoint LLC
New York
$673K +$20.7K +190 +3%
Independent Financial Group
857
Independent Financial Group
California
$673K -$90.2K -827 -11%
TAM
858
Trust Asset Management
Texas
$672K – – –
NorthRock Partners
859
NorthRock Partners
Minnesota
$665K -$89.5K -821 -11%
PWP
860
Phillips Wealth Planners
Mississippi
$662K +$10.9K +100 +2%
Avidian Wealth Enterprises
861
Avidian Wealth Enterprises
Texas
$660K -$28.9K -265 -4%
HCA
862
Horan Capital Advisors
Ohio
$660K -$41.2K -378 -6%
RMC
863
Resources Management Corp
Connecticut
$656K -$25.1K -230 -4%
JWCA
864
J.W. Coons Advisors
Ohio
$655K -$33.3K -305 -5%
CAM
865
Carret Asset Management
New York
$654K -$2.4K -22 -0.3%
CreativeOne Wealth
866
CreativeOne Wealth
Kansas
$653K +$362K +3,318 +111%
HAM
867
Harmony Asset Management
Arizona
$653K – – –
SMC
868
Smith, Moore & Co
Missouri
$653K -$25.5K -234 -4%
JPWM
869
Jamison Private Wealth Management
Georgia
$651K +$763 +7 +0.1%
BBA
870
Baader Bank Aktiengesellschaft
Germany
$650K -$8.83K -81 -1%
PB
871
Pinnacle Bancorp
Nebraska
$648K +$13.1K +120 +2%
Sagespring Wealth Partners
872
Sagespring Wealth Partners
Tennessee
$647K +$682K +6,250 New
KCM
873
Kanawha Capital Management
Virginia
$646K -$10.5K -96 -2%
PFT
874
Providence First Trust
Arizona
$645K +$680K +6,238 New
MAA
875
Matrix Asset Advisors
New York
$641K – – –