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Name Holding Trade Value Shares
Change
Change in
Stake
WSWA
2576
Warren Street Wealth Advisors
California
$628K -$100K -179 -14%
PA
2577
Prism Advisors
California
$628K – – –
Bellevue Group
2578
Bellevue Group
Switzerland
$628K +$615K +1,100 New
PPA
2579
Painted Porch Advisors
California
$626K -$36.3K -65 -6%
BWAM
2580
Boyd Watterson Asset Management
Ohio
$626K – – –
WA
2581
Waddell & Associates
Tennessee
$625K -$64.3K -115 -10%
Westwood Holdings Group
2582
Westwood Holdings Group
Texas
$625K -$4.47K -8 -0.7%
MWM
2583
Mindset Wealth Management
Indiana
$624K +$559 +1 +0.1%
RMAM
2584
Raab & Moskowitz Asset Management
New Jersey
$624K -$11.2K -20 -2%
FFM
2585
Flagstone Financial Management
Nebraska
$622K +$2.79K +5 +0.5%
RMP
2586
Richards, Merrill & Peterson
Washington
$622K +$76.6K +137 +14%
TA
2587
Townsend & Associates
Colorado
$621K – – –
CIS
2588
Continental Investors Services
Washington
$620K -$2.24K -4 -0.3%
FAG
2589
Fortitude Advisory Group
Washington
$619K +$28K +50 +5%
VP
2590
Verum Partners
North Carolina
$618K -$3.91K -7 -0.6%
FCB
2591
First County Bank
Connecticut
$618K -$7.27K -13 -1%
M
2592
MATAURO
New York
$618K +$7.83K +14 +1%
OWM
2593
OneAscent Wealth Management
Alabama
$617K -$14K -25 -2%
FFO
2594
Fortitude Family Office
Arizona
$617K +$28.5K +51 +5%
RW
2595
RVW Wealth
California
$617K +$91.1K +163 +18%
GCM
2596
Gladius Capital Management
Illinois
$614K -$687K -1,229 -53%
DM
2597
Diversified Management
Wisconsin
$613K +$600K +1,073 New
Park National Corp
2598
Park National Corp
Ohio
$611K -$54.8K -98 -8%
SA
2599
Sonoma Allocations
California
$609K -$297K -532 -32%
LSPW
2600
Lake Street Private Wealth
Illinois
$608K +$1.68K +3 +0.3%