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Name Holding Trade Value Shares
Change
Change in
Stake
HBW
851
Hazlett, Burt & Watson
West Virginia
$1.78M +$169K +162 +11%
FPAS
852
Focus Partners Advisor Solutions
Missouri
$1.77M -$52.2K -50 -3%
F8IS
853
Figure 8 Investment Strategies
Idaho
$1.77M -$89.7K -86 -5%
BWA
854
Basecamp Wealth Advisors
Washington
$1.77M +$1.72M +1,650 New
SN
855
Sittner & Nelson
Oregon
$1.75M -$30.3K -29 -2%
AHC
856
Adell Harriman & Carpenter
Texas
$1.74M +$586K +562 +53%
COI
857
Connable Office Inc
Michigan
$1.74M -$38.6K -37 -2%
SFG
858
SevenBridge Financial Group
Pennsylvania
$1.73M -$90.8K -87 -7%
LCAM
859
London & Capital Asset Management
United Kingdom
$1.72M +$1.68M +1,610 New
PWM
860
Prosperity Wealth Management
California
$1.72M +$391K +375 +30%
LAM
861
LOM Asset Management
$1.72M -$15.6K -15 -0.9%
IIM
862
Ironwood Investment Management
Massachusetts
$1.72M +$81.4K +78 +5%
TIAA Trust, National Association
863
TIAA Trust, National Association
North Carolina
$1.71M +$186K +178 +13%
MAWA
864
Moss Adams Wealth Advisors
Washington
$1.71M – – –
PCM
865
Parsons Capital Management
Rhode Island
$1.71M +$20.9K +20 +1%
NPT
866
National Philanthropic Trust
Pennsylvania
$1.71M +$1.41M +1,347 +539%
CGA
867
Channing Global Advisors
Florida
$1.7M +$106K +102 +7%
MCC
868
Malaga Cove Capital
California
$1.7M +$2.09K +2 +0.1%
JWM
869
Jupiter Wealth Management
Colorado
$1.7M -$522K -500 -29%
AMCA
870
Arthur M. Cohen & Associates
Illinois
$1.7M +$837K +802 +102%
DA
871
Dillon & Associates
Michigan
$1.69M +$182K +174 +12%
KFAS
872
Keating Financial Advisory Services
Kansas
$1.69M +$1.64M +1,575 New
KWA
873
Kingswood Wealth Advisors
California
$1.68M +$551K +528 +50%
CI
874
Corient IA
Florida
$1.68M -$396K -380 -19%
OFS
875
OneAscent Financial Services
Alabama
$1.68M +$69.9K +67 +4%