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Name Holding Trade Value Shares
Change
Change in
Stake
DT
576
Diversified Trust
Tennessee
$735K -$69.6K -143 -9%
SAM
577
Simplify Asset Management
Nevada
$729K -$494K -1,016 -40%
KLWA
578
Kelly Lawrence W & Associates
California
$728K
BONH
579
Bank of New Hampshire
New Hampshire
$720K +$682K +1,402 +1,710%
MOS
580
MGO One Seven
Ohio
$716K -$81.2K -167 -10%
CWP
581
Curated Wealth Partners
California
$712K -$161K -330 -18%
MNBTD
582
Moody National Bank Trust Division
Texas
$705K
JF
583
JSF Financial
California
$704K +$706K +1,451 New
BTWM
584
Baker Tilly Wealth Management
Wisconsin
$703K +$5.35K +11 +0.8%
CIC
585
Cornercap Investment Counsel
Georgia
$700K +$702K +1,443 New
TAM
586
Trust Asset Management
Texas
$698K +$41.8K +86 +6%
GLA
587
Great Lakes Advisors
Illinois
$679K +$2.92K +6 +0.4%
VEA
588
Virtus ETF Advisers
New York
$679K +$681K +1,399 New
BAM
589
Bayshore Asset Management
Florida
$675K
BRWA
590
B. Riley Wealth Advisors
Florida
$675K +$220K +453 +48%
OWA
591
Outlook Wealth Advisors
Texas
$673K +$676K +1,389 New
IAA
592
Independent Advisor Alliance
North Carolina
$671K -$19.5K -40 -3%
TCM
593
Teza Capital Management
Illinois
$669K +$671K +1,379 New
TCM
594
Tributary Capital Management
Nebraska
$667K -$7.3K -15 -1%
Carson Wealth (CWM LLC)
595
Carson Wealth (CWM LLC)
Nebraska
$667K +$158K +325 +31%
SPC
596
Sigma Planning Corp
Michigan
$665K +$7.78K +16 +1%
1SB
597
1ST Source Bank
Indiana
$655K
SOAMC
598
Spirit of America Management Corp
New York
$655K
TFA
599
Toth Financial Advisory
Virginia
$655K
RFC
600
Regions Financial Corp
Alabama
$644K +$1.95K +4 +0.3%