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Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
751
FSB Premier Wealth Management
Iowa
$512K +$42.3K +180 +9%
BEAM
752
Baker Ellis Asset Management
Washington
$512K +$47K +200 +10%
BF
753
BOK Financial
Oklahoma
$511K +$2.35K +10 +0.5%
TLFA
754
True Link Financial Advisors
California
$510K +$470 +2 +0.1%
ACM
755
Allred Capital Management
Texas
$505K +$470 +2 +0.1%
AO
756
Advisor OS
Illinois
$504K +$189K +803 +56%
HI
757
Humankind Investments
New York
$502K +$20.7K +88 +4%
N
758
Numerai
California
$490K +$513K +2,183 New
KWM
759
Kingsview Wealth Management
Oregon
$486K +$470 +2 +0.1%
BG
760
Bollard Group
Massachusetts
$481K +$941 +4 +0.2%
EDRH
761
Edmond de Rothschild Holding
Switzerland
$480K
AF
762
Abound Financial
California
$477K +$499K +2,123 New
UAML
763
US Asset Management LLC
Pennsylvania
$477K -$28.9K -123 -5%
WCM Investment Management
764
WCM Investment Management
California
$476K +$248K +1,053 +99%
FAN
765
Financial Advisors Network
California
$474K +$496K +2,109 New
AR
766
Apeiron RIA
Texas
$473K +$33.9K +144 +7%
KCM
767
Kathmere Capital Management
Pennsylvania
$470K +$62.6K +266 +15%
KCFA
768
Key Client Fiduciary Advisors
New Jersey
$469K
SP
769
Saranac Partners
$469K -$4.94M -20,987 -91%
DFCM
770
Dark Forest Capital Management
Puerto Rico
$468K -$416K -1,770 -46%
EW
771
Evoke Wealth
California
$466K +$53.6K +228 +12%
PIM
772
Plato Investment Management
Australia
$466K +$96.2K +409 +25%
TWP
773
Triad Wealth Partners
Kansas
$463K +$485K +2,061 New
SRL
774
Scientech Research LLC
New Jersey
$461K +$482K +2,050 New
VVP
775
Venture Visionary Partners
Ohio
$459K -$26.3K -112 -5%