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Name Holding Trade Value Shares
Change
Change in
Stake
AUB
651
Atlantic Union Bankshares
Virginia
$547K -$46.6K -840 -8%
SPW
652
Sonoma Private Wealth
California
$544K +$156K +2,814 +41%
ADL
653
Asset Dedication LLC
California
$543K -$107K -1,923 -17%
CA
654
Cumberland Advisors
Florida
$540K -$394K -7,100 -43%
AWM
655
Ameliora Wealth Management
Switzerland
$539K +$291K +5,247 +123%
FBC
656
Fairfield, Bush & Co
Connecticut
$538K +$196K +3,525 +59%
ESCM
657
Echo Street Capital Management
New York
$538K -$121K -2,183 -19%
JWCA
658
J.W. Coons Advisors
Ohio
$536K
DEA
659
DoubleLine ETF Adviser
Florida
$530K +$33.4K +601 +7%
9WM
660
9258 Wealth Management
Ohio
$523K +$21.2K +382 +4%
SFI
661
Siemens Fonds Invest
Germany
$518K
PA
662
Procyon Advisors
Connecticut
$502K +$493K +8,888 New
GVAG
663
Great Valley Advisor Group
Delaware
$501K +$21.1K +381 +4%
Carson Wealth (CWM LLC)
664
Carson Wealth (CWM LLC)
Nebraska
$500K -$129K -2,332 -21%
WDC
665
Woodward Diversified Capital
California
$498K +$16.4K +296 +3%
CA
666
Crumly & Associates
Illinois
$495K -$115K -2,070 -19%
CA
667
Continuum Advisory
Idaho
$494K +$88.7K +1,598 +22%
CGL
668
Clarius Group LLC
Washington
$490K -$66.4K -1,197 -12%
JIC
669
Johnson Investment Counsel
Ohio
$490K -$348K -6,279 -42%
EWM
670
Empirical Wealth Management
Washington
$487K -$120K -2,160 -20%
FT
671
Fiduciary Trust
Massachusetts
$486K -$269K -4,853 -36%
CFB
672
Cullen/Frost Bankers
Texas
$485K -$22.9K -413 -5%
WANY
673
Wealthspire Advisors (New York)
New York
$483K -$8.38K -151 -2%
NWMG
674
National Wealth Management Group
Ohio
$483K +$422K +7,600 New
WF
675
Welch & Forbes
Massachusetts
$481K +$3.11K +56 +0.7%