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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
876
CFS Investment Advisory Services
New Jersey
$487K +$1.23K +27 +0.3%
WTC
877
WhitTier Trust Company
Nevada
$486K -$28.1K -620 -6%
SCA
878
Stonebridge Capital Advisors
Minnesota
$486K
FCG
879
Fielder Capital Group
Tennessee
$484K -$1.45K -32 -0.3%
WJWM
880
Williams Jones Wealth Management
New York
$484K +$98.9K +2,178 +28%
AWP
881
Abacus Wealth Partners
California
$482K +$2.77K +61 +0.6%
SFS
882
Sowell Financial Services
Arkansas
$480K +$4.22K +93 +0.9%
D
883
Drystone
Virginia
$480K
BAAM
884
Baker Avenue Asset Management
California
$478K +$126K +2,785 +39%
PA
885
Prairie Advisory
Kansas
$478K +$452K +9,959 New
WB
886
West Bancorporation
Iowa
$476K -$73.8K -1,626 -14%
CWM
887
Cooke Wealth Management
California
$475K
OFS
888
OneAscent Financial Services
Alabama
$474K -$11.6K -256 -3%
AWM
889
Aberdeen Wealth Management
Illinois
$474K -$272K -6,000 -38%
BCWM
890
Bartlett & Co Wealth Management
Ohio
$472K -$23.7K -522 -5%
JSSH
891
J. Safra Sarasin Holding
$467K +$33.5K +738 +8%
WG
892
Winton Group
United Kingdom
$460K +$435K +9,577 New
CIS
893
Custom Index Systems
New York
$456K -$9.62K -212 -2%
WPA
894
West Paces Advisors
Georgia
$455K +$53.3K +1,174 +14%
WBC
895
Westpac Banking Corp
Australia
$454K +$63.7K +1,404 +17%
SWM
896
Shrier Wealth Management
California
$452K -$4.13K -91 -1%
CMAI
897
Capital Management Associates Inc
Minnesota
$452K +$91 +2 +0%
PK
898
Pflug Koory
Nebraska
$451K
FM
899
Family Management
New York
$451K -$13.3K -294 -3%
BMWS
900
Brady Martz Wealth Solutions
North Dakota
$447K -$590 -13 -0.1%