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Name Holding Trade Value Shares
Change
Change in
Stake
CG
776
Colony Group
Massachusetts
$827K -$43.3K -154 -5%
DSC
777
Duncker Streett & Co
Missouri
$827K -$10.4K -37 -1%
FMAEN1
778
Fund Management at Engine No 1
California
$814K -$76.3K -271 -8%
SWA
779
Sutton Wealth Advisors
Florida
$810K
4WM
780
44 Wealth Management
Oregon
$804K -$220K -782 -21%
AWM
781
Adams Wealth Management
Utah
$802K +$76.5K +272 +10%
GFS
782
GYL Financial Synergies
Connecticut
$787K +$281 +1 +0%
SAI
783
Systematic Alpha Investments
New Jersey
$783K
SS
784
Simplicity Solutions
Minnesota
$780K +$120K +425 +18%
FWTB
785
First Western Trust Bank
Colorado
$779K +$844 +3 +0.1%
IWM
786
IHT Wealth Management
Illinois
$779K +$394K +1,399 +99%
PAG
787
Private Advisory Group
Washington
$774K +$785K +2,791 New
TAM
788
Trillium Asset Management
Massachusetts
$772K -$20.3K -72 -3%
APP
789
Alpha Paradigm Partners
Illinois
$772K +$783K +2,781 New
ISWM
790
Independent Solutions Wealth Management
New York
$772K +$52.3K +186 +7%
FMWA
791
Forvis Mazars Wealth Advisors
Missouri
$771K +$782K +2,778 New
TBA
792
Tower Bridge Advisors
Pennsylvania
$767K
MYIA
793
Mount Yale Investment Advisors
Colorado
$761K -$106K -376 -12%
RDWM
794
Red Door Wealth Management
Tennessee
$761K -$78.5K -279 -9%
VVP
795
Venture Visionary Partners
Ohio
$760K -$67.5K -240 -8%
FM
796
Foster & Motley
Ohio
$760K +$557K +1,981 +261%
BAM
797
Belpointe Asset Management
Nevada
$759K -$507K -1,803 -40%
CRWM
798
Castle Rock Wealth Management
California
$756K +$23.9K +85 +3%
FRM
799
Fox Run Management
Connecticut
$752K +$298K +1,059 +64%
PCMI
800
Paradigm Capital Management Inc
New York
$749K -$56.3K -200 -7%