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Name Holding Trade Value Shares
Change
Change in
Stake
WG
726
Welch Group
Alabama
$231K -$23.3K -243 -9%
BAM
727
Blueshift Asset Management
New Jersey
$230K -$164K -1,706 -41%
SWA
728
SFMG Wealth Advisors
Texas
$230K +$1.92K +20 +0.8%
TE
729
Tema ETFs
New York
$230K +$20.4K +213 +10%
SCM
730
Semanteon Capital Management
Massachusetts
$230K +$231K +2,405 New
CA
731
Claro Advisors
Massachusetts
$229K +$231K +2,402 New
MWM
732
Mattern Wealth Management
Kansas
$228K – – –
PTCG
733
Pring Turner Capital Group
California
$226K -$95.8K -998 -32%
MAS
734
Meeder Advisory Services
Ohio
$226K -$82.8K -863 -27%
Envestnet Portfolio Solutions
735
Envestnet Portfolio Solutions
Illinois
$226K +$23.8K +248 +12%
TA
736
TrueWealth Advisors
Alabama
$225K +$288 +3 +0.1%
GCP
737
GSA Capital Partners
United Kingdom
$225K +$227K +2,360 New
CC
738
Cadinha & Co
Hawaii
$224K -$19.2K -200 -8%
WT
739
Whittier Trust
California
$223K -$20.5K -214 -9%
IAIM
740
International Assets Investment Management
Florida
$221K +$15.6K +163 +0.2%
RWP
741
Ridgecrest Wealth Partners
California
$221K +$222K +2,312 New
NG
742
Northstar Group
New York
$220K +$6.72K +70 +3%
CF
743
Centaurus Financial
California
$220K -$1.25K -13 -0.6%
FRA
744
Frank Rimerman Advisors
California
$219K -$73.2K -763 -25%
CL
745
Choreo LLC
Illinois
$219K -$81.3K -847 -27%
AAB
746
ABN AMRO Bank
Netherlands
$219K – – –
OPTFSNA
747
Old Point Trust & Financial Services N A
Virginia
$215K -$9.6K -100 -4%
MPPHD
748
Maloon Powers Pitre Higgins & Dennehy
California
$213K +$215K +2,236 New
ASBI
749
American State Bank (Iowa)
Iowa
$212K +$19.2K +200 +10%
AWM
750
Aprio Wealth Management
Georgia
$211K -$12.9K -134 -6%