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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
626
Arjuna Capital
North Carolina
$466K -$6.44K -37 -1%
SSW
627
Smith Shellnut Wilson
Mississippi
$462K -$106K -607 -19%
KPWG
628
KFA Private Wealth Group
Virginia
$461K +$438K +2,518 New
AWA
629
Arkadios Wealth Advisors
Georgia
$461K +$41.2K +237 +10%
IAS
630
Insigneo Advisory Services
Florida
$453K +$29.1K +167 +7%
VI
631
Vestcor Inc
New Brunswick, Canada
$449K -$14.8K -85 -3%
TTWM
632
TCV Trust & Wealth Management
Virginia
$449K – – –
WIM
633
Waverton Investment Management
United Kingdom
$449K – – –
MWPCG
634
Measured Wealth Private Client Group
New Hampshire
$448K – – –
KWM
635
Kingsview Wealth Management
Oregon
$443K +$3.65K +21 +0.9%
MFG
636
Mosaic Financial Group
Illinois
$443K – – –
FNFDCM
637
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$441K – – –
TCA
638
Trifecta Capital Advisors
Illinois
$440K +$401K +2,304 +2,304%
CA
639
Clearstead Advisors
Ohio
$440K +$55.2K +317 +15%
GSWM
640
Golden State Wealth Management
California
$440K +$72.2K +415 +21%
MOS
641
MGO One Seven
Ohio
$438K +$24.5K +141 +6%
FRA
642
Frank Rimerman Advisors
California
$437K -$35K -201 -8%
TBA
643
Tower Bridge Advisors
Pennsylvania
$434K – – –
BA
644
Bridgewater Associates
Connecticut
$426K -$103K -591 -20%
CSB
645
City State Bank
Iowa
$425K – – –
PFS
646
Prospera Financial Services
Texas
$425K +$115K +660 +40%
MPWT
647
MassMutual Private Wealth & Trust
Connecticut
$424K -$33.9K -195 -8%
MC
648
Matisse Capital
Oregon
$424K +$402K +2,313 New
MSFS
649
Main Street Financial Solutions
Pennsylvania
$423K +$6.79K +39 +2%
SIMG
650
Sonora Investment Management Group
Arizona
$419K -$870 -5 -0.2%
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