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Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
401
Moody National Bank Trust Division
Texas
$978K +$289K +9,422 +32%
HI
402
Human Investing
Oregon
$971K -$8.57K -279 -0.7%
CG
403
Cutler Group
California
$966K +$760K +24,750 +176%
WLPWM
404
Walled Lake Planning & Wealth Management
Illinois
$961K +$584 +19 +0%
MA
405
Mutual Advisors
Nebraska
$957K +$81K +2,638 +7%
PCA
406
Peddock Capital Advisors
Massachusetts
$956K -$48.5K -1,578 -4%
HWM
407
HB Wealth Management
Georgia
$950K +$162K +5,260 +16%
DMBA
408
Deseret Mutual Benefit Administrators
Utah
$923K -$191K -6,210 -14%
AFA
409
Abacus FCF Advisors
Florida
$922K -$83.5K -2,720 -7%
CCP
410
Corient Capital Partners
California
$901K +$147K +4,784 +21%
ZIM
411
Zacks Investment Management
Illinois
$899K -$54.2M -1,764,494 -98%
Lido Advisors
412
Lido Advisors
California
$894K +$624K +20,312 +130%
API
413
Advisor Partners II
California
$880K +$1.08M +35,320 New
CL
414
CSS LLC
Illinois
$878K +$200K +6,500 +23%
PCMU
415
Paragon Capital Management (Utah)
Utah
$875K +$43.2K +1,406 +4%
Assenagon Asset Management
416
Assenagon Asset Management
Luxembourg
$875K +$668K +21,749 +163%
CB
417
Cadence Bank
Mississippi
$875K +$1.08M +35,128 New
CFO
418
Collective Family Office
Pennsylvania
$868K -$21.3K -695 -2%
LPT
419
Legacy Private Trust
Wisconsin
$867K -$17.5K -570 -2%
OFG
420
OmniStar Financial Group
North Carolina
$865K +$246K +8,004 +30%
MWM
421
Mission Wealth Management
California
$863K -$340K -11,078 -24%
JCM
422
Jacobi Capital Management
Pennsylvania
$858K +$102K +3,337 +11%
SCM
423
SOL Capital Management
Maryland
$852K
CWM
424
C2C Wealth Management
Arizona
$850K
LWAM
425
Legacy Wealth Asset Management
Minnesota
$849K +$29.9K +975 +3%