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Name Holding Trade Value Shares
Change
Change in
Stake
IAN
551
Integrated Advisors Network
Texas
$494K -$131K -639 -20%
CGPCS
552
Capital Group Private Client Services
California
$492K -$12M -58,607 -96%
MC
553
Machina Capital
France
$484K -$65.8K -320 -11%
TC
554
Truvestments Capital
Florida
$482K +$430K +2,093 +476%
TE
555
Tema ETFs
New York
$481K +$519K +2,527 New
WDA
556
Wendell David Associates
New Hampshire
$476K
S
557
SignatureFD
Georgia
$472K -$9.04K -44 -2%
IAA
558
Independent Advisor Alliance
North Carolina
$472K +$822 +4 +0.2%
OPA
559
Old Port Advisors
Maine
$472K -$11.1K -54 -2%
FFM
560
Forum Financial Management
Illinois
$470K +$168K +816 +49%
EW
561
Evoke Wealth
California
$468K -$67.8K -330 -12%
SWGC
562
Summit Wealth Group (Colorado)
Colorado
$466K +$670K +3,257 New
SCA
563
Stonebridge Capital Advisors
Minnesota
$466K
DADC
564
D.A. Davidson & Co
Montana
$466K +$206 +1 +0%
SVWAG
565
Sound View Wealth Advisors Group
Georgia
$465K +$617 +3 +0.1%
HPBT
566
Hickory Point Bank & Trust
Illinois
$462K
ONB
567
Old National Bancorp
Indiana
$462K -$59.4K -289 -11%
OIA
568
Optimum Investment Advisors
Illinois
$453K
VWM
569
Venturi Wealth Management
Texas
$452K +$22.4K +109 +5%
SFI
570
SPC Financial Inc
Maryland
$451K +$1.44K +7 +0.3%
MFG
571
MidWestOne Financial Group
Iowa
$451K
Capstone Investment Advisors
572
Capstone Investment Advisors
New York
$449K +$485K +2,360 New
EI
573
Ellevest Inc
New York
$448K +$108K +524 +29%
VT
574
Vise Technologies
New York
$444K -$474K -2,306 -50%
TI
575
Tidal Investments
Wisconsin
$444K -$679K -3,305 -59%