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