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Name Holding Trade Value Shares
Change
Change in
Stake
BS
876
Bessemer Securities
New York
$824K – – –
TCWM
877
Total Clarity Wealth Management
Illinois
$823K +$9.4K +30 +1%
TIAA FSB
878
TIAA FSB
Florida
$817K -$150K -480 -16%
SWS
879
SYSTM Wealth Solutions
Illinois
$810K +$778K +2,483 New
PCM
880
Pointe Capital Management
Michigan
$807K -$76.2K -243 -9%
LRPA
881
L. Roy Papp & Associates
Arizona
$807K -$229K -732 -23%
PA
882
PFG Advisors
Arizona
$806K -$13.2K -42 -2%
Belpointe Asset Management
883
Belpointe Asset Management
Nevada
$799K -$26K -83 -3%
IWA
884
Icon Wealth Advisors
Texas
$798K -$127K -406 -14%
SouthState Corp
885
SouthState Corp
Florida
$797K +$42K +134 +6%
SCI
886
Stableford Capital II
Arizona
$794K -$58K -185 -7%
FMLI
887
Fukoku Mutual Life Insurance
Japan
$794K – – –
LC
888
Lindbrook Capital
California
$789K +$102K +325 +16%
CIAS
889
Capital Investment Advisory Services
North Carolina
$787K -$15K -48 -2%
CT
890
Chicago Trust
Illinois
$786K +$1.57K +5 +0.2%
PNAA
891
Pictet North America Advisors
Switzerland
$774K – – –
MMPW
892
Mitchell McLeod Pugh & Williams
Alabama
$771K +$9.72K +31 +1%
CX Institutional
893
CX Institutional
Indiana
$762K +$331K +1,055 +82%
Summit Trail Advisors
894
Summit Trail Advisors
New York
$755K +$38.2K +122 +6%
FAM
895
Formidable Asset Management
Ohio
$753K +$723K +2,308 New
CPWA
896
Cerro Pacific Wealth Advisors
California
$752K -$23.8K -76 -3%
MCM
897
Monarch Capital Management
Indiana
$752K – – –
PCM
898
Parsons Capital Management
Rhode Island
$752K +$48.6K +155 +7%
EVM
899
Evelyn V. Moreno
$751K +$69K +220 +11%
AIA
900
Alera Investment Advisors
Illinois
$739K +$710K +2,265 New