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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
451
Beacon Financial Strategies
North Carolina
$595K
JCM
452
J2 Capital Management
Michigan
$594K -$74.8K -1,414 -11%
GI
453
GAMMA Investing
California
$594K +$44.4K +840 +8%
EWA
454
EP Wealth Advisors
California
$593K +$151K +2,855 +34%
PPWP
455
Premier Path Wealth Partners
New Jersey
$589K -$187K -3,543 -24%
CB
456
Commerce Bank
Missouri
$588K -$46K -869 -7%
AC
457
AlphaCore Capital
California
$581K +$27.4K +518 +5%
FA
458
Fiduciary Alliance
South Carolina
$578K
PA
459
Parallel Advisors
California
$576K +$82.6K +1,561 +17%
JCM
460
Jacobi Capital Management
Pennsylvania
$574K -$9.94K -188 -2%
KPWS
461
Kestra Private Wealth Services
Texas
$571K -$20.3K -383 -3%
KCM
462
Kathmere Capital Management
Pennsylvania
$570K +$84.7K +1,602 +17%
DWT
463
Dorsey & Whitney Trust
South Dakota
$566K +$7.99K +151 +1%
SCTC
464
Sanibel Captiva Trust Company
Florida
$565K -$1.43K -27 -0.2%
TWM
465
Tripletail Wealth Management
Florida
$563K -$34.1K -645 -6%
PFA
466
Pure Financial Advisors
California
$559K +$158K +2,982 +39%
KLCM
467
KG&L Capital Management
Louisiana
$554K +$302K +5,718 +118%
LWMNY
468
Landmark Wealth Management (New York)
New York
$549K -$13.5K -256 -2%
SCP
469
Sivia Capital Partners
California
$542K -$84K -1,589 -13%
AL
470
Aspiriant LLC
California
$538K +$93.8K +1,773 +21%
MNBTD
471
Moody National Bank Trust Division
Texas
$536K -$582 -11 -0.1%
PWG
472
Portside Wealth Group
Utah
$536K +$45.6K +862 +9%
PI
473
PFG Investments
New York
$534K +$13.1K +248 +2%
FMI
474
Frec Markets Inc
California
$532K +$58.2K +1,101 +12%
VFA
475
Valeo Financial Advisors
Indiana
$532K +$28.1K +532 +6%