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Name Holding Trade Value Shares
Change
Change in
Stake
AP
601
Advisor Partners
California
$842K +$123K +615 +16%
DMBA
602
Deseret Mutual Benefit Administrators
Utah
$841K +$56.6K +283 +7%
PA
603
PFG Advisors
Arizona
$839K -$13K -65 -1%
BSW
604
Buckingham Strategic Wealth
Missouri
$834K +$76.6K +383 +10%
RL
605
Ruffer LLP
United Kingdom
$833K – – –
WWM
606
Western Wealth Management
Colorado
$828K +$48.2K +241 +6%
FMWA
607
Forvis Mazars Wealth Advisors
Missouri
$826K -$9.4K -47 -1%
IPW
608
Inlet Private Wealth
Florida
$819K – – –
RA
609
RFG Advisory
Alabama
$817K +$8.6K +43 +1%
WSFS
610
Wilmington Savings Fund Society
Delaware
$815K -$400 -2 -0%
HWM
611
Hohimer Wealth Management
Washington
$813K – – –
MYAM
612
Meiji Yasuda Asset Management
Japan
$795K +$30.2K +151 +4%
FFBTD
613
First Financial Bank - Trust Division
Ohio
$792K -$5.4K -27 -0.7%
IWC
614
Integrated Wealth Concepts
Massachusetts
$789K +$504K +2,520 +162%
Lazard Asset Management
615
Lazard Asset Management
New York
$782K -$131K -654 -14%
CAG
616
Csenge Advisory Group
Florida
$782K +$18.4K +92 +2%
MAM
617
Meeder Asset Management
Ohio
$771K -$33.2K -166 -4%
RCA
618
Ranch Capital Advisors
Florida
$769K +$200 +1 +0%
Parallax Volatility Advisers
619
Parallax Volatility Advisers
California
$768K -$314K -1,573 -28%
CWA
620
Consilium Wealth Advisory
Texas
$768K -$78.8K -394 -9%
CFGS
621
Concourse Financial Group Securities
Alabama
$752K +$34.4K +172 +5%
WCM
622
Whitener Capital Management
North Carolina
$749K +$22K +110 +3%
AWS
623
Atria Wealth Solutions
New York
$747K -$902K -4,512 -54%
SG
624
StoneX Group
New York
$738K +$109K +546 +17%
SFI
625
Siemens Fonds Invest
Germany
$732K -$16K -80 -2%