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Name Holding Trade Value Shares
Change
Change in
Stake
IA
601
IFP Advisors
Florida
$715K +$68.7K +5,551 +11%
BAM
602
Belpointe Asset Management
Nevada
$715K +$371K +29,994 +111%
SW
603
SVB Wealth
Massachusetts
$714K -$107K -8,621 -13%
CWS
604
Cypress Wealth Services
California
$705K +$8.06K +652 +1%
DA
605
Detalus Advisors
Missouri
$702K +$532 +43 +0.1%
HWM
606
HB Wealth Management
Georgia
$701K +$107K +8,665 +18%
Brown Advisory
607
Brown Advisory
Maryland
$701K +$4.37K +353 +0.6%
VWA
608
Visionary Wealth Advisors
Illinois
$700K +$3.35K +271 +0.5%
NP
609
NorthRock Partners
Minnesota
$698K -$41.1K -3,323 -6%
VHAM
610
Van Hulzen Asset Management
California
$694K +$100K +8,110 +17%
RIA
611
Realta Investment Advisors
Delaware
$692K -$16.6K -1,345 -2%
CF
612
Centaurus Financial
California
$692K +$28.5K +2,300 +4%
SCTC
613
Sanibel Captiva Trust Company
Florida
$691K +$26.6K +2,153 +4%
TG
614
TCW Group
California
$690K +$25.4K +2,056 +4%
RIL
615
Rothschild Investment LLC
Illinois
$689K +$14.6K +1,182 +2%
TPA
616
Trivium Point Advisory
Connecticut
$688K +$544 +44 +0.1%
FFM
617
Forum Financial Management
Illinois
$687K +$952 +77 +0.1%
PAM
618
Panagora Asset Management
Massachusetts
$685K -$788K -63,691 -54%
LNWWM
619
Laird Norton Wetherby Wealth Management
California
$683K -$14.3K -1,155 -2%
HCM
620
Hollencrest Capital Management
California
$683K -$2.47K -200 -0.4%
AMIM
621
Aull & Monroe Investment Management
Alabama
$678K
HWP
622
Highline Wealth Partners
California
$676K -$372K -30,067 -36%
FTWA
623
Fifth Third Wealth Advisors
Ohio
$675K +$666K +53,847 New
EWS
624
Evergreen Wealth Solutions
Pennsylvania
$673K +$115K +9,310 +21%
MA
625
MCF Advisors
Kentucky
$668K -$39.3K -3,177 -6%