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Name Holding Trade Value Shares
Change
Change in
Stake
MA
751
MONECO Advisors
Connecticut
$650K +$999 +4 +0.2%
NAM
752
NorthCoast Asset Management
Connecticut
$646K -$840K -3,363 -57%
SSB
753
Sandy Spring Bank
Maryland
$630K +$258K +1,031 +74%
SBF
754
Sara-Bay Financial
Florida
$626K +$22K +88 +4%
FFG
755
Fortem Financial Group
California
$626K +$43.2K +173 +8%
BHC
756
Bowen Hanes & Co
Florida
$622K
MA
757
Mutual Advisors
Nebraska
$622K +$210K +839 +54%
CCA
758
Childress Capital Advisors
Texas
$621K +$56.7K +227 +10%
BJL
759
Brighton Jones LLC
Washington
$620K -$18K -72 -3%
WT
760
Whittier Trust
California
$612K -$12.2K -49 -2%
OPS
761
Orion Portfolio Solutions
Nebraska
$610K -$63.7K -255 -10%
IFWM
762
Institute for Wealth Management
Colorado
$610K -$18.7K -75 -3%
SBL
763
Sargent Bickham Lagudis
Colorado
$610K +$17.7K +71 +3%
ACM
764
Alethea Capital Management
Washington
$610K +$214K +856 +57%
FMWA
765
Forvis Mazars Wealth Advisors
Missouri
$608K -$154K -616 -21%
CCP
766
Corient Capital Partners
California
$606K +$65.7K +263 +13%
Luther King Capital Management (LKCM)
767
Luther King Capital Management (LKCM)
Texas
$606K +$82.7K +331 +16%
CAM
768
Cozad Asset Management
Illinois
$605K
MCM
769
MAI Capital Management
Ohio
$603K +$35.2K +141 +6%
ISWM
770
Independent Solutions Wealth Management
New York
$596K -$71.7K -287 -11%
TAM
771
Tocqueville Asset Management
New York
$596K -$50.2K -201 -8%
BC
772
Brookfield Corp
Ontario, Canada
$596K +$575K +2,300 New
WR
773
WD Rutherford
Oregon
$595K +$28.7K +115 +5%
FHB
774
First Hawaiian Bank
Hawaii
$594K +$114K +456 +25%
PM
775
Parametrica Management
Hong Kong
$592K +$561K +2,246 New