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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
651
Strategic Wealth Management
Washington
$779K +$109K +465 +15%
SC
652
Savant Capital
Illinois
$777K +$155K +663 +24%
CCWA
653
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$775K
RIA
654
Realta Investment Advisors
Delaware
$775K +$14.1K +60 +2%
SWP
655
Stratos Wealth Partners
Ohio
$774K +$40.3K +172 +5%
AUB
656
Atlantic Union Bankshares
Virginia
$772K
BHBT
657
Burke & Herbert Bank & Trust
Virginia
$771K +$2.58K +11 +0.3%
OPS
658
Orion Portfolio Solutions
Nebraska
$768K +$123K +525 +18%
BSW
659
Buckingham Strategic Wealth
Missouri
$767K +$16.2K +69 +2%
BAM
660
Belpointe Asset Management
Nevada
$764K +$244K +1,041 +44%
CCG
661
Cypress Capital Group
Florida
$757K -$89.5K -382 -10%
WR
662
WD Rutherford
Oregon
$757K +$214K +915 +37%
SC
663
Samlyn Capital
New York
$755K -$186K -794 -19%
FMII
664
Farmers & Merchants Investments Inc
Nebraska
$755K +$42K +179 +6%
GIA
665
Guyasuta Investment Advisors
Pennsylvania
$740K
PCA
666
Peddock Capital Advisors
Massachusetts
$740K +$3.75K +16 +0.5%
FPF
667
First Pacific Financial
Washington
$733K +$43.4K +185 +6%
Vanguard Personalized Indexing Management
668
Vanguard Personalized Indexing Management
California
$731K -$306K -1,307 -29%
DA
669
Duality Advisers
Florida
$722K -$947K -4,039 -56%
TCOV
670
Trust Company of Vermont
Vermont
$722K +$63.7K +272 +9%
ED
671
Exane Derivatives
France
$722K +$20.4K +87 +3%
GPA
672
Garrison Point Advisors
California
$720K +$62.1K +265 +9%
JWM
673
JGP Wealth Management
Oregon
$713K -$425K -1,812 -36%
CAC
674
Certified Advisory Corp
Florida
$713K +$346K +1,477 +87%
HI
675
Harbour Investments
Wisconsin
$711K -$69.4K -296 -9%