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Name Holding Trade Value Shares
Change
Change in
Stake
TA
551
Tectonic Advisors
Texas
$751K +$17.9K +82 +3%
TCOT
552
Trust Company of Toledo
Ohio
$740K -$27.7K -127 -4%
MGP
553
Metis Global Partners
California
$731K -$134K -616 -16%
MLL
554
Moody Lynn & Lieberson
Massachusetts
$730K +$12.4K +57 +2%
FWCM
555
Ferguson Wellman Capital Management
Oregon
$727K -$76.3K -350 -10%
MG
556
Mather Group
Illinois
$725K +$3.7K +17 +0.5%
RWM
557
Revisor Wealth Management
Ohio
$725K -$21.1K -97 -3%
Lazard Asset Management
558
Lazard Asset Management
New York
$720K
FCP
559
Fidelis Capital Partners
Florida
$716K +$696K +3,194 New
CPA
560
Cardiff Park Advisors
California
$707K +$1.52K +7 +0.2%
BFO
561
Boston Family Office
Massachusetts
$704K
TSS
562
Two Sigma Securities
New York
$703K -$180K -825 -21%
CFO
563
Callan Family Office
Pennsylvania
$702K +$120K +549 +21%
CIA
564
Caerus Investment Advisors
Texas
$701K -$105K -482 -13%
AA
565
Ancora Advisors
Ohio
$700K -$107K -490 -14%
PWMAG
566
Pinnacle Wealth Management Advisory Group
New Jersey
$692K -$25.1K -115 -4%
AWA
567
Arkadios Wealth Advisors
Georgia
$690K +$15.9K +73 +2%
CFFP
568
Center for Financial Planning
Michigan
$689K
TL
569
Tradewinds LLC
North Carolina
$684K +$115K +526 New
JWM
570
Jeppson Wealth Management
California
$683K -$13.1K -60 -2%
WA
571
Wealth Alliance
New York
$680K -$33.3K -153 -5%
WA
572
Waddell & Associates
Tennessee
$679K +$1.96K +9 +0.3%
PA
573
Parallel Advisors
California
$677K +$8.5K +39 +1%
SFI
574
Siemens Fonds Invest
Germany
$676K -$9.15K -42 -1%
WPC
575
Wedmont Private Capital
Pennsylvania
$675K +$94.3K +433 +16%