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Name Holding Trade Value Shares
Change
Change in
Stake
SW
726
Simplicity Wealth
New Jersey
$959K +$54.8K +122 +6%
WIA
727
Westbourne Investment Advisors
Maryland
$945K -$22.5K -50 -2%
OIA
728
OneDigital Investment Advisors
Kansas
$938K +$401K +893 +76%
WPW
729
Waldron Private Wealth
Pennsylvania
$937K – – –
SCI
730
Stableford Capital II
Arizona
$930K -$11.7K -26 -1%
WT
731
Whittier Trust
California
$929K -$4.49K -10 -0.5%
FMI
732
Frec Markets Inc
California
$925K +$430K +957 +88%
MOS
733
MGO One Seven
Ohio
$921K +$176K +393 +24%
TWIM
734
TIAA Wealth Investment Management
New York
$919K -$9.43K -21 -1%
N
735
Natixis
France
$912K -$21.1M -47,015 -96%
BAM
736
Belpointe Asset Management
Nevada
$909K +$26.5K +59 +3%
EC
737
Enhancing Capital
Pennsylvania
$906K – – –
SCM
738
Stonebridge Capital Management
California
$906K – – –
CWM
739
Circle Wealth Management
New Jersey
$899K -$3.59K -8 -0.4%
MWM
740
Mission Wealth Management
California
$887K +$428K +952 +95%
CPG
741
Cornerstone Planning Group
New Jersey
$885K +$449 +1 +0.1%
BHC
742
Bull Harbor Capital
Maryland
$879K +$304K +678 +54%
AWA
743
Aaron Wealth Advisors
Illinois
$873K +$35.5K +79 +4%
GIM
744
Goelzer Investment Management
Indiana
$872K -$45.8K -102 -5%
LFG
745
Larson Financial Group
Missouri
$867K +$578K +1,287 +205%
LA
746
LVW Advisors
New York
$867K -$32.8K -73 -4%
Harris Associates
747
Harris Associates
Illinois
$863K – – –
ATS
748
Ashton Thomas Securities
New York
$861K +$109K +242 +15%
CA
749
Cache Advisors
California
$861K – – –
TA
750
Tiptree Advisors
New York
$861K +$853K +1,900 New