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Name Holding Trade Value Shares
Change
Change in
Stake
MPPW
676
Mitchell & Pahl Private Wealth
Oklahoma
$783K -$12.3K -152 -2%
HCA
677
Harbor Capital Advisors
Illinois
$779K +$1.61K +20 +0.2%
CNBOF
678
City National Bank of Florida
Florida
$776K +$15.8K +196 +2%
VFA
679
Valeo Financial Advisors
Indiana
$771K +$74.3K +921 +11%
LFAS
680
Level Four Advisory Services
Texas
$763K +$6.69K +83 +0.9%
BTWM
681
Baker Tilly Wealth Management
Wisconsin
$760K -$256K -3,172 -26%
TE
682
Tema ETFs
New York
$758K +$70.2K +870 +11%
SCTC
683
Sanibel Captiva Trust Company
Florida
$756K +$4.52K +56 +0.6%
GBT
684
Grove Bank & Trust
Florida
$755K -$20.7K -257 -3%
KC
685
Kepler Cheuvreux
$753K -$2.24M -27,742 -76%
AIM
686
Advyzon Investment Management
Illinois
$753K +$94.2K +1,168 +15%
CBB
687
Citizens Business Bank
California
$751K +$5.97K +74 +0.8%
CWA
688
Centennial Wealth Advisory
Michigan
$749K +$713K +8,846 New
KWM
689
Kingsview Wealth Management
Oregon
$744K +$163K +2,027 +30%
IP
690
Ignite Planners
California
$743K +$33.2K +412 +5%
SAG
691
SageView Advisory Group
California
$742K -$13.5K -167 -2%
EI
692
EFG International
$741K +$16.4K +203 +2%
GIA
693
Gateway Investment Advisers
Ohio
$740K -$5.64K -70 -0.8%
ADL
694
Asset Dedication LLC
California
$739K -$31.1K -385 -4%
VVP
695
Venture Visionary Partners
Ohio
$737K +$108K +1,335 +18%
JF
696
Jump Financial
Illinois
$735K +$160K +1,979 +29%
BCM
697
Brookstone Capital Management
Illinois
$735K +$44.8K +556 +7%
GFG
698
Goldstone Financial Group
Illinois
$730K -$33.7K -418 -5%
MA
699
Mutual Advisors
Nebraska
$729K -$4.19K -52 -0.6%
CI
700
CX Institutional
Indiana
$724K +$117K +1,455 +20%