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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1126
Probity Advisors
Texas
$616K -$18.4K -53 -3%
WMA
1127
Wealth Management Associates
New Jersey
$615K
AWE
1128
Avidian Wealth Enterprises
Texas
$615K +$49.6K +143 +9%
BS
1129
Banco Santander
Spain
$613K -$408K -1,176 -41%
FIA
1130
Foundations Investment Advisors
Arizona
$611K -$157K -452 -21%
IAS
1131
Insigneo Advisory Services
Florida
$608K -$6.59K -19 -1%
CAM
1132
Costello Asset Management
Pennsylvania
$606K
MJRIC
1133
Mogy Joel R Investment Counsel
California
$606K
MAWA
1134
Moss Adams Wealth Advisors
Washington
$605K +$21.2K +61 +4%
TFA
1135
Transamerica Financial Advisors
Florida
$604K +$262K +755 +80%
Capstone Investment Advisors
1136
Capstone Investment Advisors
New York
$602K -$34.2M -98,439 -98%
GC
1137
Garde Capital
Washington
$601K +$2.43K +7 +0.4%
AWA
1138
Alta Wealth Advisors
Massachusetts
$600K +$585K +1,685 New
CTA
1139
Chesley Taft & Associates
Illinois
$600K
WBC
1140
Westpac Banking Corp
Australia
$599K -$93.4K -269 -14%
BEAM
1141
Baker Ellis Asset Management
Washington
$599K
DTC
1142
Davidson Trust Company
Washington
$599K -$9.37K -27 -2%
PL
1143
Plancorp LLC
Missouri
$599K +$12.1K +35 +2%
SVWAG
1144
Sound View Wealth Advisors Group
Georgia
$593K +$67K +193 +13%
RCAG
1145
Rehmann Capital Advisory Group
Michigan
$593K +$41.3K +119 +8%
CCFM
1146
Clear Creek Financial Management
Washington
$592K -$28.5K -82 -5%
OP
1147
Oslo Pensjonsforsikring
$591K +$576K +1,660 New
LWM
1148
Lodestone Wealth Management
Washington
$591K +$1.74K +5 +0.3%
ABLA
1149
Alan B. Lancz & Associates
Ohio
$588K -$139K -400 -20%
AC
1150
AlphaCore Capital
California
$587K -$7.98K -23 -1%