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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1551
Aviso Wealth Management
Washington
$546K +$61.5K +350 +11%
MAWA
1552
Moss Adams Wealth Advisors
Washington
$543K +$17.9K +102 +3%
BCG
1553
Breakwater Capital Group
New Jersey
$542K +$352 +2 +0.1%
NWAG
1554
Net Worth Advisory Group
Utah
$541K -$17.6K -100 -3%
ADL
1555
Asset Dedication LLC
California
$541K -$489K -2,782 -45%
PF
1556
Prota Financial
Texas
$541K +$44.5K +253 +8%
OCM
1557
Orion Capital Management
California
$540K -$41.9K -238 -6%
DO
1558
denkapparat Operations
Germany
$540K +$338K +1,922 +126%
MGI
1559
Miller Global Investments
Texas
$538K +$378K +2,151 +167%
BIA
1560
Benchmark Investment Advisors
Illinois
$537K -$63.7K -362 -10%
SIG
1561
Sky Investment Group
Connecticut
$536K -$79.3K -451 -12%
PFBT
1562
Parkside Financial Bank & Trust
Missouri
$536K +$116K +659 +24%
DE
1563
Defiance ETFs
New York
$534K -$28M -159,039 -98%
AWM
1564
Aries Wealth Management
Maine
$532K +$117K +665 +24%
CNBT
1565
Cornerstone National Bank & Trust
Illinois
$531K -$487K -2,770 -46%
CWS
1566
Cypress Wealth Services
California
$531K -$9.67K -55 -2%
VWA
1567
Visionary Wealth Advisors
Illinois
$529K -$413K -2,347 -41%
FCA
1568
FLC Capital Advisors
California
$527K -$84.4K -480 -12%
SWP
1569
Semus Wealth Partners
Florida
$526K +$159K +903 +37%
BB
1570
Burford Brothers
Texas
$525K +$5.45K +31 +0.9%
EMC
1571
Everest Management Corp
California
$525K -$49.1K -279 -8%
CA
1572
Crumly & Associates
Illinois
$524K +$4.75K +27 +0.8%
GFP
1573
Gryphon Financial Partners
Ohio
$524K -$15.5K -88 -3%
WPW
1574
Waldron Private Wealth
Pennsylvania
$523K +$32.4K +184 +6%
CIG
1575
Cullen Investment Group
Louisiana
$522K -$385K -2,187 -40%