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Name Holding Trade Value Shares
Change
Change in
Stake
NFA
701
Northern Financial Advisors
Michigan
$516K
TIAA Trust, National Association
702
TIAA Trust, National Association
North Carolina
$516K -$61.8K -987 -11%
TAM
703
Trust Asset Management
Texas
$514K
JWCA
704
J.W. Coons Advisors
Ohio
$512K -$150K -2,404 -24%
JSC
705
Jackson Square Capital
California
$512K -$230K -3,669 -32%
CWP
706
Cyndeo Wealth Partners
Florida
$509K -$43.1K -688 -8%
WPC
707
Wedmont Private Capital
Pennsylvania
$509K +$94.1K +1,503 +26%
QC
708
Quent Capital
New York
$508K +$22.5K +359 +5%
CAM
709
Cidel Asset Management
Ontario, Canada
$508K +$480K +7,675 New
TPI
710
Trust Point Inc
Wisconsin
$507K +$480K +7,667 New
SB
711
Simmons Bank
Arkansas
$506K -$392K -6,260 -45%
KCIC
712
Kuhn & Co Investment Counsel
Illinois
$504K +$477K +7,625 New
SWM
713
Spire Wealth Management
Virginia
$502K +$20.1K +321 +5%
PWPS
714
Pinnacle Wealth Planning Services
Ohio
$499K -$13.6K -217 -3%
VVP
715
Venture Visionary Partners
Ohio
$491K -$64.3K -1,027 -12%
NRD
716
Nebula Research & Development
New York
$490K +$464K +7,411 New
BHPW
717
Beverly Hills Private Wealth
California
$488K -$10.8K -173 -2%
SYBT
718
Stock Yards Bank & Trust
Kentucky
$485K -$29.5K -471 -6%
SBF
719
Sara-Bay Financial
Florida
$483K -$4.57K -73 -1%
BAM
720
Belpointe Asset Management
Nevada
$477K +$46.2K +738 +11%
RCAG
721
Rehmann Capital Advisory Group
Michigan
$474K -$4.07K -65 -0.9%
RWP
722
RWA Wealth Partners
Massachusetts
$472K +$103K +1,642 +30%
Nomura Holdings
723
Nomura Holdings
Japan
$472K -$4.25M -67,903 -90%
GRP
724
Global Retirement Partners
California
$469K +$21.5K +344 +5%
RIA
725
Regal Investment Advisors
Michigan
$464K +$439K +7,010 New