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Name Holding Trade Value Shares
Change
Change in
Stake
RL
576
Retireful LLC
Michigan
$330K +$14.8K +681 +5%
WA
577
Waverly Advisors
Alabama
$329K -$14K -643 -4%
FTWA
578
Fifth Third Wealth Advisors
Ohio
$328K +$30.9K +1,418 +11%
PRTG
579
Post Resch Tallon Group
New York
$326K +$8.71K +400 +3%
CFG
580
Copley Financial Group
California
$325K -$176K -8,068 -36%
MG
581
Mather Group
Illinois
$324K +$30.5K +1,399 +11%
CFO
582
CVA Family Office
Colorado
$323K +$3.9K +179 +1%
SFS
583
Sowell Financial Services
Arkansas
$321K -$64.2K -2,945 -17%
IPWA
584
International Private Wealth Advisors
California
$319K -$197K -9,023 -39%
KWMG
585
King Wealth Management Group
Florida
$319K +$17K +781 +6%
KCIC
586
Kuhn & Co Investment Counsel
Illinois
$314K +$131 +6 +0%
PWPS
587
Pinnacle Wealth Planning Services
Ohio
$309K -$261 -12 -0.1%
PCM
588
Permanent Capital Management
Illinois
$308K +$291K +13,363 New
CI
589
CX Institutional
Indiana
$308K +$12.7K +581 +5%
PCA
590
Pallas Capital Advisors
Massachusetts
$305K -$1.13K -52 -0.4%
SAI
591
Savvy Advisors Inc
New York
$305K +$27.8K +1,275 +11%
EB
592
Emprise Bank
Kansas
$303K – – –
SFI
593
Siemens Fonds Invest
Germany
$301K – – –
CI
594
Cherokee Insurance
Michigan
$300K – – –
ONB
595
Old National Bancorp
Indiana
$299K +$282K +12,957 New
SIA
596
Soltis Investment Advisors
Utah
$295K +$5.25K +241 +2%
AFT
597
Alpha Family Trust
California
$295K – – –
WSFS
598
Wilmington Savings Fund Society
Delaware
$295K -$21.8K -1,000 -7%
WE
599
Wealth Effects
Massachusetts
$293K -$21.8K -1,000 -7%
CAM
600
Carret Asset Management
New York
$291K – – –