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Name Holding Trade Value Shares
Change
Change in
Stake
RG
676
Rathbones Group
United Kingdom
$367K +$350K +9,437 New
CB
677
Cadence Bank
Mississippi
$365K -$41.9K -1,128 -11%
NFG
678
Nations Financial Group
Iowa
$365K -$77.5K -2,088 -18%
BHWM
679
Bar Harbor Wealth Management
New Hampshire
$365K
VFPI
680
Vantage Financial Partners (Illinois)
Illinois
$365K -$59.4K -1,600 -15%
PCS
681
Personal CFO Solutions
New Jersey
$365K +$15.4K +414 +5%
CBFP
682
Cedar Brook Financial Partners
Ohio
$364K +$12.4K +335 +4%
WDG
683
Wealth Dimensions Group
Ohio
$362K -$41K -1,105 -11%
EWA
684
Encompass Wealth Advisors
Oregon
$362K -$60.5K -1,631 -15%
WANY
685
Wealthspire Advisors (New York)
New York
$362K +$69.9K +1,882 +25%
GJIA
686
Glass Jacobson Investment Advisors
Maryland
$362K -$18.9K -510 -5%
CM
687
CoreCommodity Management
Connecticut
$361K -$366K -9,869 -51%
HI
688
Hendershot Investments
Virginia
$361K
Lido Advisors
689
Lido Advisors
California
$361K +$121K +3,267 +54%
SGCA
690
Steel Grove Capital Advisors
Tennessee
$360K
RI
691
Ridgewood Investments
New Jersey
$358K -$5.01K -135 -1%
TAS
692
TIFF Advisory Services
Pennsylvania
$355K -$658K -17,740 -66%
AIIMS
693
Analyst IMS Investment Management Services
Israel
$354K
1WA
694
180 Wealth Advisors
Washington
$353K -$5.75K -155 -2%
TA
695
TrueWealth Advisors
Alabama
$352K -$9.76K -263 -3%
KAM
696
KEB Asset Management
Illinois
$352K +$3.27K +88 +1%
HCM
697
Hollencrest Capital Management
California
$348K +$230K +6,200 +221%
GAMC
698
Garner Asset Management Corp
Texas
$348K
CAMG
699
CWA Asset Management Group
Florida
$347K +$2.08K +56 +0.6%
MIS
700
Morningstar Investment Services
Illinois
$347K +$8.2K +221 +3%