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Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
551
Blue Zone Wealth Advisors
California
$1.03M
CD
552
Chapin Davis
Maryland
$1.02M +$947K +23,950 New
CWA
553
CM Wealth Advisors
Ohio
$1.02M -$4.53M -114,500 -81%
TAM
554
Titleist Asset Management
Texas
$1.01M +$421K +10,650 +82%
BC
555
Bartlett & Co
Ohio
$999K
BCWM
556
Bartlett & Co Wealth Management
Ohio
$999K
Carson Wealth (CWM LLC)
557
Carson Wealth (CWM LLC)
Nebraska
$992K +$158K +4,000 +21%
EDRH
558
Edmond de Rothschild Holding
Switzerland
$990K -$831K -21,000 -48%
TCM
559
Teza Capital Management
Illinois
$988K +$914K +23,100 New
PGIM
560
Pacific Global Investment Management
California
$984K -$5.93K -150 -0.6%
GC
561
Gilbert & Cook
Iowa
$969K +$477K +12,050 +114%
SIA
562
Schechter Investment Advisors
Michigan
$956K -$71.2K -1,800 -7%
LTAS
563
Linden Thomas Advisory Services
North Carolina
$933K -$7.91K -200 -0.9%
MW
564
Marcum Wealth
Ohio
$928K -$407K -10,300 -32%
RWPA
565
Richard W. Paul & Associates
Michigan
$922K -$63.3K -1,600 -7%
VEA
566
Virtus ETF Advisers
New York
$922K +$852K +21,550 New
RWS
567
Resolute Wealth Strategies
Mississippi
$909K -$29.7K -750 -3%
XT
568
XTX Topco
Cayman Islands
$909K +$589K +14,900 +235%
QCM
569
Qsemble Capital Management
New York
$909K +$603K +15,250 +254%
RMC
570
Resources Management Corp
Connecticut
$905K -$2.72M -68,850 -77%
PAG
571
Private Advisory Group
Washington
$890K +$823K +20,800 New
GT
572
Greenleaf Trust
Michigan
$886K -$45.5K -1,150 -5%
LNC
573
Lincoln National Corp
Pennsylvania
$881K +$3.96K +100 +0.5%
EWM
574
EPG Wealth Management
Georgia
$868K +$69.2K +1,750 +9%
VCP
575
Verus Capital Partners
Arizona
$864K -$23.7K -600 -3%