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Name Holding Trade Value Shares
Change
Change in
Stake
RWP
551
RWA Wealth Partners
Massachusetts
$975K – – –
EAM
552
Eagle Asset Management
Florida
$975K +$123K +192 +15%
BAM
553
Belpointe Asset Management
Nevada
$974K +$135K +210 +17%
Carson Wealth (CWM LLC)
554
Carson Wealth (CWM LLC)
Nebraska
$973K +$84.1K +131 +10%
CBFP
555
Cedar Brook Financial Partners
Ohio
$969K +$89.9K +140 +11%
PA
556
Prossimo Advisors
California
$969K +$47.5K +74 +5%
BFS
557
Bradley Foster & Sargent
Connecticut
$963K +$389K +606 +75%
LCM
558
Liberty Capital Management
Michigan
$957K +$73.8K +115 +9%
CJL
559
Cyrus J. Lawrence
New York
$953K – – –
FP
560
Financial Perspectives
Minnesota
$951K +$5.14K +8 +0.6%
Lido Advisors
561
Lido Advisors
California
$943K -$134K -209 -13%
XT
562
XTX Topco
Cayman Islands
$940K -$801K -1,247 -47%
WCA
563
Westover Capital Advisors
Delaware
$931K +$42.4K +66 +5%
LIM
564
Leavell Investment Management
Alabama
$920K -$64.2K -100 -7%
GCM
565
Goldstream Capital Management
Hong Kong
$919K +$867K +1,350 New
DWP
566
Daymark Wealth Partners
Ohio
$914K +$1.93K +3 +0.2%
KeyBank National Association
567
KeyBank National Association
Ohio
$909K -$3.85K -6 -0.4%
HIIFS
568
Harel Insurance Investments & Financial Services
Israel
$909K -$92.5K -144 -10%
BONST
569
Bank of Nova Scotia Trust
Ontario, Canada
$908K -$25K -39 -3%
DC
570
Davenport & Co
Virginia
$906K +$374K +582 +78%
CA
571
Continuum Advisory
Idaho
$895K -$2.57K -4 -0.3%
WOC
572
West Oak Capital
California
$880K +$272K +423 +49%
BTWM
573
Baker Tilly Wealth Management
Wisconsin
$876K -$77.1K -120 -9%
HWM
574
Hohimer Wealth Management
Washington
$868K +$80.9K +126 +11%
FFWA
575
FRG Family Wealth Advisors
Washington
$865K -$22.5K -35 -3%