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Name Holding Trade Value Shares
Change
Change in
Stake
WG
676
Wealth Group
North Carolina
$715K +$16.7K +93 +2%
Bartlett & Co Wealth Management
677
Bartlett & Co Wealth Management
Ohio
$712K +$6.63K +37 +0.9%
PWP
678
Precedent Wealth Partners
Texas
$708K +$18.8K +105 +3%
Tokio Marine Asset Management
679
Tokio Marine Asset Management
Japan
$704K -$13.1K -73 -2%
CSC
680
Caldwell Sutter Capital
California
$703K +$92.7K +517 +14%
AFCM
681
Applied Finance Capital Management
Puerto Rico
$701K -$2.33K -13 -0.3%
FFA
682
Florida Financial Advisors
Florida
$699K +$139K +775 +23%
RWA
683
River Wealth Advisors
Pennsylvania
$697K -$53.3K -297 -7%
RGF
684
Retirement Guys Formula
Ohio
$689K +$60.6K +338 +9%
AMCA
685
Arthur M. Cohen & Associates
Illinois
$686K -$402K -2,240 -36%
SFGP
686
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$685K +$725K +4,042 New
SVWAG
687
Sound View Wealth Advisors Group
Georgia
$684K +$31.7K +177 +5%
GAM
688
Grandview Asset Management
Pennsylvania
$679K +$719K +4,007 New
IB
689
Intrust Bank
Kansas
$679K -$26.5K -148 -4%
MAM
690
Marquette Asset Management
Minnesota
$677K – – –
GFA
691
Gifford Fong Associates
California
$677K – – –
Cullen/Frost Bankers
692
Cullen/Frost Bankers
Texas
$676K +$17K +95 +2%
LBC
693
Lowe Brockenbrough & Co
Virginia
$675K +$15.2K +85 +2%
FAM
694
Formidable Asset Management
Ohio
$673K -$67.4K -376 -9%
EFG
695
Ethos Financial Group
Pennsylvania
$671K +$266K +1,483 +60%
IWN
696
Independent Wealth Network
Iowa
$669K -$62.2K -347 -8%
Avidian Wealth Enterprises
697
Avidian Wealth Enterprises
Texas
$668K -$3.94K -22 -0.6%
TRIA
698
Trail Ridge Investment Advisors
Colorado
$666K +$1.44K +8 +0.2%
Commerzbank Aktiengesellschaft
699
Commerzbank Aktiengesellschaft
Germany
$665K +$188K +1,051 +36%
NC
700
Napatree Capital
Rhode Island
$665K +$15.6K +87 +2%