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Name Holding Trade Value Shares
Change
Change in
Stake
GAA
676
Global Assets Advisory
Florida
$387K +$22.3K +187 +6%
WWM
677
Whalen Wealth Management
Nevada
$386K +$61.2K +514 +20%
SVWAG
678
Sound View Wealth Advisors Group
Georgia
$385K – – –
First Eagle Investment Management
679
First Eagle Investment Management
New York
$381K -$82.6K -693 -19%
IC
680
Inscription Capital
Texas
$376K +$5.72K +48 +2%
MCP
681
Militia Capital Partners
Nevada
$374K – – –
Wedmont Private Capital
682
Wedmont Private Capital
Pennsylvania
$363K +$21.9K +184 +7%
Nomura Asset Management International
683
Nomura Asset Management International
Pennsylvania
$362K +$345K +2,900 New
RCWM
684
Royal Capital Wealth Management
Indiana
$362K – – –
CCA
685
Checchi Capital Advisers
California
$360K -$21.1K -177 -6%
EPW
686
Evolve Private Wealth
California
$360K +$343K +2,882 New
PHS
687
Pekin Hardy Strauss
Illinois
$358K +$341K +2,865 New
EFA
688
Evernest Financial Advisors
Indiana
$354K -$7.62K -64 -2%
Parnassus Investments
689
Parnassus Investments
California
$354K +$28.8K +242 +9%
Mount Yale Investment Advisors
690
Mount Yale Investment Advisors
Colorado
$353K -$30.4K -255 -8%
Prime Capital Investment Advisors
691
Prime Capital Investment Advisors
Kansas
$352K +$8.34K +70 +3%
U.S. Capital Wealth Advisors
692
U.S. Capital Wealth Advisors
Texas
$351K +$6.91K +58 +2%
Commerce Bank
693
Commerce Bank
Missouri
$351K +$2.38K +20 +0.7%
PPWP
694
Premier Path Wealth Partners
New Jersey
$347K +$331K +2,782 New
FFP
695
FourThought Financial Partners
Florida
$347K +$22.4K +188 +7%
Perigon Wealth Management
696
Perigon Wealth Management
California
$347K -$18.6K -156 -5%
Independent Advisor Alliance
697
Independent Advisor Alliance
North Carolina
$346K +$95.8K +804 +41%
SBI Okasan Asset Management
698
SBI Okasan Asset Management
Japan
$344K +$322K +2,700 New
Allworth Financial
699
Allworth Financial
California
$342K -$64.6K -542 -17%
Perfromance Wealth Partners
700
Perfromance Wealth Partners
Illinois
$342K – – –