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Name Holding Trade Value Shares
Change
Change in
Stake
PL
876
Perpetual Ltd
Australia
$668K
CAM
877
Cypress Asset Management
Texas
$664K -$39.8K -113 -5%
KC
878
Knuff & Co
California
$662K -$35.6K -101 -5%
JIC
879
Joel Isaacson & Co
New York
$662K
MWM
880
Mindset Wealth Management
Indiana
$655K +$4.93K +14 +0.7%
TWM
881
Trueblood Wealth Management
Ohio
$654K +$736K +2,088 New
UCI
882
Uncommon Cents Investing
Wisconsin
$654K +$2.82K +8 +0.4%
OFO
883
OneAscent Family Office
Alabama
$654K +$731K +2,074 New
SAM
884
Smartleaf Asset Management
Massachusetts
$653K +$87K +247 +13%
AWM
885
Angeles Wealth Management
California
$653K -$55K -156 -7%
UB
886
UMB Bank
Missouri
$648K -$4.58K -13 -0.6%
WB
887
WesBanco Bank
West Virginia
$645K -$17.3K -49 -2%
SPC
888
Sigma Planning Corp
Michigan
$643K +$11.3K +32 +2%
CP
889
Castleview Partners
Texas
$641K -$103K -293 -13%
BAM
890
Belpointe Asset Management
Nevada
$639K +$87.4K +248 +14%
SCI
891
Silver Coast Investments
United States
$636K -$22.5K -64 -3%
CAG
892
Crestwood Advisors Group
Massachusetts
$635K +$33.1K +94 +5%
CD
893
Chapin Davis
Maryland
$634K -$1.41K -4 -0.2%
CBB
894
Citizens Business Bank
California
$633K +$462K +1,312 +186%
SAA
895
Southeast Asset Advisors
Georgia
$632K +$710K +2,016 New
JF
896
Joule Financial
Kentucky
$630K -$6.69K -19 -0.9%
LC
897
Lindbrook Capital
California
$627K -$20.8K -59 -3%
VCM
898
Versant Capital Management
Arizona
$625K +$535K +1,519 +319%
FCAS
899
First Command Advisory Services
Texas
$624K +$16.6K +47 +2%
SQA
900
Simon Quick Advisors
New Jersey
$624K +$363K +1,031 +108%