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Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
676
King Wealth Management Group
Florida
$512K
PTC
677
Petrus Trust Company
Texas
$506K +$519K +987 New
GC
678
Gilbert & Cook
Iowa
$494K +$2.1K +4 +0.4%
IFS
679
Ifrah Financial Services
Arkansas
$494K -$14.7K -28 -3%
OPWM
680
Oxinas Partners Wealth Management
Indiana
$491K -$94.6K -180 -16%
OPS
681
Orion Portfolio Solutions
Nebraska
$490K +$20.5K +39 +4%
EAM
682
Erste Asset Management
Austria
$488K -$81.5K -155 -14%
EWA
683
EverSource Wealth Advisors
Alabama
$487K -$54.1K -103 -10%
CA
684
Continuum Advisory
Idaho
$487K +$62.5K +119 +14%
RGF
685
Retirement Guys Formula
Ohio
$484K +$165K +314 +50%
CIC
686
Carnegie Investment Counsel
Ohio
$484K +$1.05K +2 +0.2%
PBC
687
Pavion Blue Capital
California
$476K
JGGDR
688
JGP Global Gestao de Recursos
Brazil
$468K -$1.05K -2 -0.2%
RSWM
689
Robertson Stephens Wealth Management
California
$467K -$2.63K -5 -0.5%
WP
690
Waycross Partners
Kentucky
$461K
BOH
691
Bank of Hawaii
Hawaii
$461K
SVWAG
692
Sound View Wealth Advisors Group
Georgia
$459K -$13.1K -25 -2%
NJBEST
693
New Jersey Better Educational Savings Trust
New Jersey
$458K
LJAC
694
L.J. Altfest & Co
New York
$458K -$8.41K -16 -2%
SAS
695
Stelac Advisory Services
New York
$456K
AWM
696
Avitas Wealth Management
California
$455K +$2.1K +4 +0.5%
SIC
697
Samalin Investment Counsel
New York
$455K +$7.88K +15 +2%
LWAC
698
Laurel Wealth Advisors (California)
California
$455K +$71K +135 +18%
FLAM
699
First Light Asset Management
Minnesota
$455K -$94.6K -180 -17%
I
700
InceptionR
California
$453K +$465K +884 New