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Name Holding Trade Value Shares
Change
Change in
Stake
EB
926
Exchange Bank
California
$761K – – –
OWA
927
Octavia Wealth Advisors
Ohio
$761K -$3.63K -13 -0.5%
RWA
928
Redhawk Wealth Advisors
Minnesota
$759K +$48K +172 +7%
FWM
929
Forza Wealth Management
Florida
$758K +$13.4K +48 +2%
Lazard Asset Management
930
Lazard Asset Management
New York
$754K -$1.88M -6,717 -71%
NWAG
931
Net Worth Advisory Group
Utah
$752K +$3.07K +11 +0.4%
LT
932
Legacy Trust
Michigan
$751K -$14K -50 -2%
ACIM
933
Azimuth Capital Investment Management
Michigan
$751K – – –
QCG
934
Quadrant Capital Group
Ohio
$749K +$14K +50 +2%
HI
935
Harbour Investments
Wisconsin
$749K +$279 +1 +0%
MCM
936
McRae Capital Management
New Jersey
$747K – – –
MCCP
937
Mission Creek Capital Partners
California
$746K +$194K +694 +25%
AWM
938
Aries Wealth Management
Maine
$745K -$20.9K -75 -3%
CWS
939
Confluence Wealth Services
Pennsylvania
$736K +$59.5K +213 +8%
WF
940
Womack Financial
Texas
$736K +$731K +2,617 New
TW
941
TritonPoint Wealth
Maryland
$735K -$3.63K -13 -0.5%
TCM
942
Triumph Capital Management
Colorado
$735K +$729K +2,612 New
CAM
943
Cidel Asset Management
Ontario, Canada
$735K +$22.9K +82 +3%
PFBT
944
Parkside Financial Bank & Trust
Missouri
$732K +$69.8K +250 +11%
MYLI
945
Meiji Yasuda Life Insurance
Japan
$731K -$544K -1,948 -43%
JIC
946
Joel Isaacson & Co
New York
$731K +$252K +901 +53%
WKWM
947
Walter & Keenan Wealth Management
Indiana
$728K +$1.4K +5 +0.2%
AWM
948
Allen Wealth Management
North Carolina
$717K -$1.4K -5 -0.2%
PTC
949
Private Trust Company
Ohio
$714K -$32.9K -118 -4%
HCM
950
Howard Capital Management
Georgia
$714K +$327K +1,172 +86%