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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
976
Mosley Wealth Management
California
$623K +$45.2K +47 +8%
VFA
977
Values First Advisors
Tennessee
$621K -$24K -25 -4%
ACM
978
Advisors Capital Management
New Jersey
$621K +$1.92K +2 +0.3%
RMAM
979
Raab & Moskowitz Asset Management
New Jersey
$618K -$78.8K -82 -12%
UB
980
Umpqua Bank
Oregon
$615K +$296K +308 +105%
GIM
981
Grassi Investment Management
California
$614K
OWA
982
ORBA Wealth Advisors
Illinois
$614K
CFO
983
CVA Family Office
Colorado
$612K
WANY
984
Wealthspire Advisors (New York)
New York
$611K +$40.4K +42 +8%
CWM
985
Connecticut Wealth Management
Connecticut
$610K +$9.61K +10 +2%
QIM
986
Quantitative Investment Management
Virginia
$607K +$571K +594 New
P
987
Paradiem
Louisiana
$605K -$212K -221 -27%
SPC
988
Sigma Planning Corp
Michigan
$604K -$63.4K -66 -10%
FBB
989
Fulton Breakefield Broenniman
Maryland
$602K -$24K -25 -4%
C
990
CEDRUS
Colorado
$596K -$17.3K -18 -3%
EWM
991
Empirical Wealth Management
Washington
$595K +$141K +147 +34%
VA
992
Valmark Advisers
Ohio
$594K +$559K +581 New
Allianz Asset Management
993
Allianz Asset Management
Germany
$592K -$445K -463 -44%
MG
994
Marex Group
$592K -$39.3M -40,904 -99%
SWS
995
SYSTM Wealth Solutions
Illinois
$592K -$1.04M -1,084 -65%
CT
996
Caldwell Trust
Florida
$588K
PIA
997
Perennial Investment Advisors
California
$587K -$961 -1 -0.2%
CCA
998
Clearwater Capital Advisors
Illinois
$585K
AWC
999
Abundance Wealth Counselors
Pennsylvania
$584K +$39.4K +41 +8%
MA
1000
MJP Associates
Connecticut
$580K +$47.1K +49 +9%