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Name Holding Trade Value Shares
Change
Change in
Stake
VCA
451
Verdence Capital Advisors
Maryland
$658K -$463K -1,435 -42%
SPWG
452
Syntegra Private Wealth Group
Missouri
$656K +$630K +1,953 New
GC
453
Gilbert & Cook
Iowa
$653K +$4.2K +13 +0.7%
V
454
Veritable
Delaware
$653K +$61K +189 +11%
CAAS
455
Capital Asset Advisory Services
Michigan
$652K -$476K -1,475 -44%
TWM
456
Thrive Wealth Management
Pennsylvania
$651K +$36.8K +114 +6%
WI
457
WrapManager Inc
California
$651K +$9.04K +28 +1%
AI
458
AXS Investments
New York
$644K +$618K +1,916 New
DT
459
Diversified Trust
Tennessee
$643K +$11K +34 +2%
ZCA
460
Zeke Capital Advisors
Pennsylvania
$642K -$1.04M -3,214 -63%
MC
461
Matisse Capital
Oregon
$632K +$607K +1,880 New
LWAC
462
Laurel Wealth Advisors (California)
California
$625K -$1.61K -5 -0.3%
WFC
463
Western Financial Corp
California
$625K -$159K -493 -21%
DGAM
464
Desjardins Global Asset Management
Quebec, Canada
$619K +$28.1K +87 +5%
NW
465
NewEdge Wealth
Pennsylvania
$619K -$127K -392 -18%
FTDI
466
First Trust Direct Indexing
Massachusetts
$617K -$80.7K -250 -12%
NAG
467
Northstar Advisory Group
New Jersey
$610K +$585K +1,814 New
Fifth Third Bancorp
468
Fifth Third Bancorp
Ohio
$605K +$88.1K +273 +18%
FDCDDQ
469
Federation des caisses Desjardins du Quebec
Quebec, Canada
$604K
FPW
470
Flagship Private Wealth
Massachusetts
$589K
GT
471
Greenleaf Trust
Michigan
$581K +$51K +158 +10%
CF
472
Copperwynd Financial
Arizona
$575K -$87.8K -272 -14%
GC
473
Guggenheim Capital
Illinois
$574K -$1.22M -3,786 -69%
CCM
474
Coldstream Capital Management
Washington
$570K +$547K +1,696 New
AMR
475
Asset Management Resources
Massachusetts
$564K