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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1626
Crestwood Advisors Group
Massachusetts
$552K -$46K -871 -8%
IIC
1627
Integrated Investment Consultants
Michigan
$548K -$112K -2,116 -17%
EP
1628
Edgestream Partners
New Jersey
$548K +$535K +10,129 New
OFW
1629
Omnia Family Wealth
Florida
$547K -$129K -2,438 -19%
VAM
1630
Verity Asset Management
North Carolina
$547K +$53.5K +1,013 +11%
PCG
1631
Private Capital Group
Connecticut
$543K -$442K -8,372 -45%
EWM
1632
Empirical Wealth Management
Washington
$540K -$118K -2,229 -18%
FMWA
1633
Forvis Mazars Wealth Advisors
Missouri
$538K -$1.09M -20,585 -67%
RGC
1634
Roberts, Glore & Co
Illinois
$538K -$58.9K -1,114 -10%
CCA
1635
Childress Capital Advisors
Texas
$537K +$227K +4,303 +77%
KFM
1636
KG Funds Management
New York
$534K -$56.5M -1,069,316 -99%
FSA
1637
Franklin Street Advisors
North Carolina
$531K +$82.1K +1,555 +19%
NJBEST
1638
New Jersey Better Educational Savings Trust
New Jersey
$530K -$195K -3,700 -27%
BP
1639
Broadleaf Partners
Ohio
$530K – – –
AWE
1640
Avidian Wealth Enterprises
Texas
$530K +$2.75K +52 +0.5%
CT
1641
Cambridge Trust
Massachusetts
$530K +$85.2K +1,613 +20%
FIA
1642
Foundations Investment Advisors
Arizona
$529K +$511K +9,682 New
RSWM
1643
Robertson Stephens Wealth Management
California
$528K +$516K +9,766 New
OWA
1644
Octavia Wealth Advisors
Ohio
$527K +$32.4K +613 +7%
TCM
1645
Tradewinds Capital Management
Washington
$526K +$264 +5 +0.1%
RPCA
1646
Running Point Capital Advisors
California
$525K -$6.34K -120 -1%
T
1647
TRUADVICE
Florida
$524K -$40.3K -762 -8%
MSFS
1648
Main Street Financial Solutions
Pennsylvania
$523K -$44.4K -841 -8%
NG
1649
Northstar Group
New York
$523K +$23.1K +438 +5%
RFN
1650
RDA Financial Network
Iowa
$519K +$6.39K +121 +1%