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Name Holding Trade Value Shares
Change
Change in
Stake
FCP
526
Fidelis Capital Partners
Florida
$712K +$24.3K +55 +5%
IGAM
527
iA Global Asset Management
Quebec, Canada
$708K -$52.1K -118 -8%
PWG
528
Portside Wealth Group
Utah
$704K +$183K +415 +46%
SFWA
529
Summit Financial Wealth Advisors
Louisiana
$683K -$44.1K -100 -7%
MFAM
530
Motley Fool Asset Management
Virginia
$680K +$39.3K +89 +8%
CWP
531
Curated Wealth Partners
California
$674K -$71.5K -162 -11%
PA
532
PFW Advisors
Georgia
$672K
EWM
533
Empirical Wealth Management
Washington
$670K -$156K -354 -22%
Chevy Chase Trust
534
Chevy Chase Trust
Maryland
$669K
RC
535
Rithm Capital
New York
$669K
RPC
536
Rossmore Private Capital
Connecticut
$669K
AS
537
Altshuler Shaham
Israel
$669K +$187K +424 +51%
AWM
538
Axxcess Wealth Management
California
$668K +$258K +584 +88%
ECM
539
Everence Capital Management
Indiana
$663K
QC
540
Quantessence Capital
New York
$661K +$545K +1,236 New
LAM
541
L2 Asset Management
Massachusetts
$661K -$107K -242 -16%
AWA
542
Arkadios Wealth Advisors
Georgia
$655K +$206K +467 +62%
M
543
MOTCO
Texas
$643K
IPW
544
Impact Partnership Wealth
Georgia
$639K +$37.9K +86 +8%
SFA
545
Sequoia Financial Advisors
Ohio
$637K +$177K +400 +51%
CNBT
546
Canandaigua National Bank & Trust
New York
$634K -$35.7K -81 -6%
FC
547
Forte Capital
New York
$631K +$19.4K +44 +4%
MYAM
548
Meiji Yasuda Asset Management
Japan
$630K -$258K -585 -33%
APG Asset Management
549
APG Asset Management
Netherlands
$627K -$695K -1,574 -53%
Jones Financial Companies
550
Jones Financial Companies
Missouri
$614K -$163K -369 -24%