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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
726
OneDigital Investment Advisors
Kansas
$938K +$401K +893 +76%
WPW
727
Waldron Private Wealth
Pennsylvania
$937K
SCI
728
Stableford Capital II
Arizona
$930K -$11.7K -26 -1%
WT
729
Whittier Trust
California
$929K -$4.49K -10 -0.5%
FMI
730
Frec Markets Inc
California
$925K +$430K +957 +88%
MOS
731
MGO One Seven
Ohio
$921K +$176K +393 +24%
TWIM
732
TIAA Wealth Investment Management
New York
$919K -$9.43K -21 -1%
N
733
Natixis
France
$912K -$21.1M -47,015 -96%
BAM
734
Belpointe Asset Management
Nevada
$909K +$26.5K +59 +3%
EC
735
Enhancing Capital
Pennsylvania
$906K
SCM
736
Stonebridge Capital Management
California
$906K
CWM
737
Circle Wealth Management
New Jersey
$899K -$3.59K -8 -0.4%
MWM
738
Mission Wealth Management
California
$887K +$428K +952 +95%
CPG
739
Cornerstone Planning Group
New Jersey
$885K +$449 +1 +0.1%
BHC
740
Bull Harbor Capital
Maryland
$879K +$304K +678 +54%
AWA
741
Aaron Wealth Advisors
Illinois
$873K +$35.5K +79 +4%
GIM
742
Goelzer Investment Management
Indiana
$872K -$45.8K -102 -5%
LFG
743
Larson Financial Group
Missouri
$867K +$578K +1,287 +205%
LA
744
LVW Advisors
New York
$867K -$32.8K -73 -4%
Harris Associates
745
Harris Associates
Illinois
$863K
ATS
746
Ashton Thomas Securities
New York
$861K +$109K +242 +15%
CA
747
Cache Advisors
California
$861K
TA
748
Tiptree Advisors
New York
$861K +$853K +1,900 New
LWCFA
749
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$851K -$5.84K -13 -0.7%
JAFL
750
Jay A. Fishman Ltd
Michigan
$849K