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Name Holding Trade Value Shares
Change
Change in
Stake
WA
751
Wealth Architects
California
$334K -$4.03K -18 -1%
NFG
752
Nations Financial Group
Iowa
$332K -$21.2K -95 -7%
AWM
753
Atticus Wealth Management
Florida
$332K +$34.7K +155 +15%
CGH
754
Crossmark Global Holdings
Texas
$330K -$40.2K -180 -13%
PA
755
PSI Advisors
Florida
$330K -$11.2K -50 -4%
ABTD
756
Arvest Bank Trust Division
Oklahoma
$330K +$264K +1,180 New
HWM
757
Hohimer Wealth Management
Washington
$330K +$353K +1,578 New
SRAM
758
Spouting Rock Asset Management
Pennsylvania
$329K -$6.48K -29 -2%
SG
759
StoneX Group
New York
$329K -$2.24K -10 -0.8%
KIA
760
KCM Investment Advisors
California
$323K +$258K +1,154 New
Carson Wealth (CWM LLC)
761
Carson Wealth (CWM LLC)
Nebraska
$319K
PCM
762
Prelude Capital Management
New York
$318K +$254K +1,136 New
MSFS
763
Main Street Financial Solutions
Pennsylvania
$317K +$2.24K +10 +0.9%
PP
764
PDS Planning
Ohio
$314K +$7.16K +32 +3%
RIA
765
Regal Investment Advisors
Michigan
$314K +$251K +1,123 New
OIM
766
Oder Investment Management
California
$312K
NAM
767
NorthCoast Asset Management
Connecticut
$311K +$16.5K +74 +7%
ACM
768
AlphaStar Capital Management
North Carolina
$309K +$247K +1,105 New
FVWA
769
Foster Victor Wealth Advisors
South Carolina
$308K
KAM
770
Knightsbridge Asset Management
California
$308K
HFM
771
Harvest Fund Management
China
$304K -$150K -671 -38%
FRA
772
Frank Rimerman Advisors
California
$302K
S
773
Seeyond
France
$300K +$1.12K +5 +0.5%
BWM
774
Buckley Wealth Management
Nevada
$299K
Vanguard Capital Wealth Advisors
775
Vanguard Capital Wealth Advisors
Colorado
$299K +$239K +1,070 New