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Name Holding Trade Value Shares
Change
Change in
Stake
WA
851
Wealthstream Advisors
New York
$395K -$7.29K -19 -2%
IC
852
Iconiq Capital
California
$394K +$77.5K +202 +26%
LSA
853
Lansing Street Advisors
Pennsylvania
$392K +$95.5K +249 +34%
CP
854
Creekside Partners
California
$392K
ECM
855
Evergreen Capital Management
Washington
$391K +$19.6K +51 +5%
CPSAC
856
Chas P. Smith & Associates (CPS)
Florida
$391K +$5.37K +14 +1%
CNBOF
857
City National Bank of Florida
Florida
$387K +$107K +280 +41%
SMC
858
Smith, Moore & Co
Missouri
$386K
JWA
859
JFS Wealth Advisors
Pennsylvania
$386K -$22.2K -58 -6%
LFA
860
Legacy Financial Advisors
Kentucky
$386K +$17.3K +45 +5%
PP
861
PDS Planning
Ohio
$385K +$43.3K +113 +13%
Federated Hermes
862
Federated Hermes
Pennsylvania
$383K -$6.81M -17,760 -95%
WPA
863
West Paces Advisors
Georgia
$383K -$355K -926 -49%
Empower Advisory Group
864
Empower Advisory Group
Colorado
$380K -$7.67K -20 -2%
KP
865
Keel Point
Alabama
$378K +$64K +167 +21%
CFG
866
Cooper Financial Group
California
$377K +$18K +47 +5%
CIA
867
Choate Investment Advisors
Massachusetts
$377K +$11.5K +30 +3%
FT
868
Fiduciary Trust
Massachusetts
$376K +$767 +2 +0.2%
WWC
869
Waypoint Wealth Counsel
Georgia
$374K +$1.15K +3 +0.3%
RPGK
870
Retirement Planning Group (Kansas)
Kansas
$373K +$16.1K +42 +5%
DFCM
871
Dark Forest Capital Management
Puerto Rico
$373K +$358K +934 New
CWG
872
Cornerstone Wealth Group
North Carolina
$372K +$16.9K +44 +5%
ATC
873
Argent Trust Co
Tennessee
$369K
CPIG
874
Chicago Partners Investment Group
Illinois
$369K +$43.3K +113 +12%
EWA
875
EverSource Wealth Advisors
Alabama
$367K +$91.3K +238 +35%