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Name Holding Trade Value Shares
Change
Change in
Stake
CRC
1726
Curi RMB Capital
Illinois
$838K +$75.7K +1,396 +10%
HPWM
1727
Highland Private Wealth Management
Washington
$837K -$69.3K -1,279 -8%
BFPW
1728
BOK Financial Private Wealth
Colorado
$836K +$101K +1,866 +13%
CA
1729
Cornerstone Advisory
Maryland
$835K +$29.5K +545 +4%
BC
1730
Barnett & Company
Tennessee
$835K +$51.5K +950 +6%
CAM
1731
Close Asset Management
United Kingdom
$830K -$78.1K -1,440 -8%
COF
1732
Capital One Financial
Virginia
$830K +$124K +2,289 +17%
GI
1733
Gradient Investments
Minnesota
$829K -$5.42K -100 -0.6%
ICG
1734
InterOcean Capital Group
Tennessee
$829K +$165K +3,052 +24%
CAS
1735
Cascadia Advisory Services
Oregon
$827K -$106K -1,961 -11%
TA
1736
Tectonic Advisors
Texas
$825K -$37.1K -684 -4%
BWM
1737
Birchcreek Wealth Management
Ohio
$824K
WG
1738
Winton Group
United Kingdom
$823K +$15.6K +288 +2%
TPWA
1739
TRUE Private Wealth Advisors
Oregon
$823K +$39.3K +725 +5%
Jones Financial Companies
1740
Jones Financial Companies
Missouri
$822K +$299K +5,509 +56%
AFP
1741
Ausdal Financial Partners
Iowa
$821K +$103K +1,891 +14%
BCAM
1742
Boston Common Asset Management
Massachusetts
$820K +$13.8K +255 +2%
FBB
1743
Fulton Breakefield Broenniman
Maryland
$816K -$90.4K -1,667 -10%
PFA
1744
Pure Financial Advisors
California
$815K -$32.9K -606 -4%
GDP
1745
Great Diamond Partners
Maine
$815K +$162K +2,986 +24%
SA
1746
SRN Advisors
Pennsylvania
$813K -$4.92M -90,749 -86%
HFG
1747
Heron Financial Group
New York
$813K -$27.1K -500 -3%
TC
1748
Tatro Capital
Kentucky
$813K +$32.1K +592 +4%
PAM
1749
Peak Asset Management
Colorado
$811K
OWA
1750
One Wealth Advisors
California
$811K +$289K +5,330 +54%