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Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
976
Lazard Asset Management
New York
$183K +$20.4K +1,999 +13%
HWM
977
Hohimer Wealth Management
Washington
$183K
TCWA
978
Turtle Creek Wealth Advisors
Texas
$182K -$23.6K -2,317 -12%
CB
979
Chris Bulman
California
$182K +$56.7K +5,567 +50%
CFP
980
Catalyst Financial Partners
Massachusetts
$182K +$26.2K +2,569 +18%
NI
981
Natural Investments
California
$182K +$66.1K +6,488 +63%
CWM
982
Certus Wealth Management
California
$181K
WEG
983
World Equity Group
Illinois
$181K +$16.3K +1,600 +11%
OIS
984
OneAscent Investment Solutions
Alabama
$181K +$33.1K +3,248 +24%
TC
985
TownSquare Capital
Utah
$181K -$919K -90,216 -84%
SWM
986
Spire Wealth Management
Virginia
$180K -$37.5K -3,686 -18%
GWMR
987
GC Wealth Management RIA
Massachusetts
$180K +$169K +16,628 New
LFP
988
Lakeshore Financial Planning
Michigan
$180K -$1.16K -114 -0.7%
CRC
989
Curi RMB Capital
Illinois
$179K +$168K +16,541 New
PTC
990
Private Trust Company
Ohio
$179K -$957 -94 -0.6%
GWM
991
Graybill Wealth Management
Illinois
$179K +$10.2K +1,000 +6%
CBA
992
Coastal Bridge Advisors
Connecticut
$178K -$71 -7 -0%
HWA
993
Heritage Wealth Advisors
Virginia
$177K +$3.21K +315 +2%
BFG
994
Berger Financial Group
Minnesota
$177K -$56.9K -5,586 -26%
Empower Advisory Group
995
Empower Advisory Group
Colorado
$175K -$93K -9,136 -36%
BFC
996
Bedel Financial Consulting
Indiana
$175K +$102 +10 +0.1%
FA
997
FSA Advisors
Michigan
$175K -$312K -30,678 -66%
IC
998
Inscription Capital
Texas
$175K -$91.1K -8,947 -36%
RCI
999
RS Crum Inc
California
$175K +$2.34K +230 +1%
IA
1000
Integrity Alliance
Iowa
$175K -$528K -51,876 -76%