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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
876
Prosperity Consulting Group
Maryland
$454K -$23.5K -411 -5%
CC
877
Cadinha & Co
Hawaii
$454K
MSWM
878
McGlone Suttner Wealth Management
Wisconsin
$452K -$94.3K -1,651 -17%
QCG
879
Quadrant Capital Group
Ohio
$452K +$53.4K +934 +12%
SLWA
880
San Luis Wealth Advisors
California
$450K +$484K +8,480 New
MWM
881
Mission Wealth Management
California
$448K -$28.2K -494 -6%
LWM
882
Laidlaw Wealth Management
New York
$447K +$30.9K +540 +7%
TT
883
TI-Trust
Illinois
$447K +$2.4K +42 +0.5%
MSFS
884
Main Street Financial Solutions
Pennsylvania
$446K +$94.6K +1,656 +25%
Fisher Asset Management
885
Fisher Asset Management
Washington
$445K +$132K +2,316 +38%
KFA
886
Krane Funds Advisors
New York
$443K -$23.6K -413 -5%
CWG
887
Cornerstone Wealth Group
North Carolina
$443K -$6.28K -110 -1%
RFN
888
RDA Financial Network
Iowa
$439K -$290K -5,071 -38%
RG
889
Rathbones Group
United Kingdom
$438K +$21.3K +373 +5%
BP
890
Ballentine Partners
Massachusetts
$438K +$63.2K +1,106 +15%
DAS
891
Diversify Advisory Services
Utah
$433K -$269K -4,712 -36%
ST
892
Smithfield Trust
Pennsylvania
$432K -$21.1K -370 -4%
GM
893
GeoWealth Management
Illinois
$432K +$63.3K +1,108 +16%
SLI
894
Sumitomo Life Insurance
Japan
$430K -$60.7K -1,063 -12%
SSA
895
Sierra Summit Advisors
Nevada
$430K +$24.9K +435 +6%
PIM
896
Penobscot Investment Management
Massachusetts
$430K
SWM
897
Spire Wealth Management
Virginia
$427K -$247K -4,317 -35%
SP
898
Symmetry Partners
Connecticut
$423K
CF
899
Centaurus Financial
California
$422K +$343 +6 +0.1%
TNBTD
900
Trustmark National Bank Trust Department
Mississippi
$420K -$749K -13,113 -62%