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Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
651
Beverly Hills Private Wealth
California
$598K +$602K +2,036 New
SCA
652
Sandy Cove Advisors
Massachusetts
$589K +$39.9K +135 +7%
TIM
653
Thompson Investment Management
Wisconsin
$587K
IGAM
654
iA Global Asset Management
Quebec, Canada
$587K -$32.2K -109 -5%
SC
655
Saturna Capital
Washington
$584K
SVWAG
656
Sound View Wealth Advisors Group
Georgia
$578K -$37.5K -127 -6%
AP
657
Americana Partners
Texas
$569K +$175K +593 +44%
PMFA
658
Plante Moran Financial Advisors
Michigan
$568K
MOS
659
MGO One Seven
Ohio
$567K +$216K +731 +61%
DS
660
DRW Securities
Illinois
$558K -$650K -2,199 -54%
LAM
661
Lountzis Asset Management
Pennsylvania
$558K
RW
662
Rede Wealth
Virginia
$557K
IG
663
ING Group
Netherlands
$556K +$560K +1,893 New
KWM
664
KFG Wealth Management
Indiana
$548K
TFS
665
Thoroughbred Financial Services
Tennessee
$548K +$552K +1,867 New
FTWA
666
Fifth Third Wealth Advisors
Ohio
$548K +$551K +1,865 New
VFA
667
Valeo Financial Advisors
Indiana
$546K +$39.9K +135 +8%
GRP
668
Global Retirement Partners
California
$546K +$40.5K +137 +8%
BC
669
Barrett & Company
Rhode Island
$541K +$545K +1,843 New
TPCW
670
TD Private Client Wealth
New York
$531K +$27.2K +92 +5%
LF
671
Lantz Financial
Illinois
$529K -$3.55K -12 -0.7%
WTC
672
WhitTier Trust Company
Nevada
$529K -$591 -2 -0.1%
CIA
673
Capital Investment Advisors
Georgia
$526K -$591 -2 -0.1%
RWM
674
Ritholtz Wealth Management
New York
$524K -$757K -2,559 -59%
AWS
675
Atria Wealth Solutions
New York
$523K -$26K -88 -5%