Name Holding Trade Value Shares
Change
Change in
Stake
CA
801
Clearstead Advisors
Ohio
$679K -$52.9K -174 -7%
VWA
802
V Wealth Advisors
Kansas
$673K +$24.6K +81 +4%
AC
803
Abbrea Capital
California
$666K +$24.3K +80 +4%
ECM
804
Exchange Capital Management
Michigan
$664K -$3.04K -10 -0.4%
BIC
805
Beach Investment Counsel
Pennsylvania
$660K – – –
CT
806
Chicago Trust
Illinois
$660K +$14.9K +49 +2%
OPS
807
Orion Portfolio Solutions
Nebraska
$659K -$47.1K -155 -6%
WFI
808
West Family Investments
California
$657K +$177K +581 +35%
NG
809
NatWest Group
United Kingdom
$655K +$239K +786 +54%
LP
810
LMR Partners
United Kingdom
$652K -$28M -92,184 -98%
ACI
811
Alpha Cubed Investments
California
$648K – – –
SC
812
SouthState Corp
Florida
$647K – – –
RW
813
REDW Wealth
New Mexico
$644K – – –
BDS
814
Banco de Sabadell
Florida
$634K +$35.9K +118 +6%
MGWM
815
Marks Group Wealth Management
Minnesota
$634K +$398K +1,311 +152%
MCM
816
MAI Capital Management
Ohio
$630K +$1.52K +5 +0.2%
OL
817
Optas LLC
Texas
$627K -$11.2K -37 -2%
MMPW
818
Mitchell McLeod Pugh & Williams
Alabama
$627K +$63.8K +210 +11%
AWM
819
Aries Wealth Management
Maine
$624K -$5.47K -18 -0.8%
QCG
820
Quadrant Capital Group
Ohio
$623K -$21K -69 -3%
IHL
821
Investment House LLC
California
$618K – – –
SFSG
822
Sound Financial Strategies Group
Mississippi
$615K -$4.56K -15 -0.7%
CC
823
Chicago Capital
Illinois
$615K +$5.17K +17 +0.8%
DBT
824
Dubuque Bank & Trust
Iowa
$615K +$67.2K +221 +12%
PCM
825
Parsons Capital Management
Rhode Island
$613K – – –