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Name Holding Trade Value Shares
Change
Change in
Stake
MA
1276
MONECO Advisors
Connecticut
$772K +$19.2K +63 +3%
SAG
1277
SageView Advisory Group
California
$772K -$1.05M -3,427 -60%
WI
1278
Wedgewood Investors
Pennsylvania
$770K +$5.5K +18 +0.8%
EP
1279
Edgestream Partners
New Jersey
$768K +$101K +329 +17%
LSA
1280
Lion Street Advisors
Texas
$764K -$7.33K -24 -1%
PI
1281
PGGM Investments
Netherlands
$764K
CFMC
1282
Curbstone Financial Management Corp
New Hampshire
$764K -$9.78K -32 -1%
PCA
1283
Prosperity Capital Advisors
Ohio
$759K +$266K +869 +61%
LIP
1284
Lighthouse Investment Partners
Florida
$757K -$1.44M -4,715 -67%
TTWM
1285
TCV Trust & Wealth Management
Virginia
$756K
EWM
1286
Elmwood Wealth Management
California
$751K +$692K +2,265 New
DFCM
1287
Dark Forest Capital Management
Puerto Rico
$750K +$302K +987 +77%
LFA
1288
Legacy Financial Advisors
Kentucky
$747K -$66.3K -217 -9%
ACM
1289
AUA Capital Management
Pennsylvania
$746K -$13.1K -43 -2%
RIL
1290
Rothschild Investment LLC
Illinois
$745K +$9.17K +30 +1%
BCV
1291
Banque Cantonale Vaudoise
Switzerland
$739K -$163K -532 -19%
SC
1292
SouthState Corp
Florida
$732K -$28.7K -94 -4%
TCWA
1293
Turtle Creek Wealth Advisors
Texas
$730K +$6.72K +22 +1%
CM
1294
Crestline Management
Texas
$729K +$672K +2,198 New
FFN
1295
Focus Financial Network
Minnesota
$728K +$125K +408 +23%
FMWA
1296
Forvis Mazars Wealth Advisors
Missouri
$723K -$7.94K -26 -1%
LFM
1297
LGT Fund Management
Liechtenstein
$722K
KWMG
1298
King Wealth Management Group
Florida
$717K -$38.2K -125 -5%
NWAG
1299
Net Worth Advisory Group
Utah
$716K +$660K +2,161 New
PCG
1300
Prosperity Consulting Group
Maryland
$715K -$19.6K -64 -3%