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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
776
Trust Asset Management
Texas
$515K -$20.5K -259 -4%
SM
777
Sweeney & Michel
California
$511K +$3.64K +46 +0.7%
KWM
778
Kingsview Wealth Management
Oregon
$510K -$633 -8 -0.1%
VanEck Associates
779
VanEck Associates
New York
$507K +$121K +1,528 +31%
PPWP
780
Premier Path Wealth Partners
New Jersey
$505K +$23.3K +295 +5%
NP
781
Nilsine Partners
Colorado
$504K +$12.2K +154 +2%
BS
782
Banco Santander
Spain
$504K -$40.3K -509 -7%
BBA
783
Baader Bank Aktiengesellschaft
Germany
$499K +$501K +6,328 New
BHPW
784
Beverly Hills Private Wealth
California
$499K -$9.89K -125 -2%
MWM
785
Mindset Wealth Management
Indiana
$497K
SW
786
Simplicity Wealth
New Jersey
$495K -$494K -6,241 -50%
SBF
787
Sara-Bay Financial
Florida
$490K +$38.5K +486 +9%
XWL
788
XXI Wealth LLC
Illinois
$488K +$489K +6,177 New
MCM
789
MV Capital Management
Maryland
$487K -$396 -5 -0.1%
IFG
790
Independent Financial Group
California
$486K +$196K +2,477 +67%
HBT
791
Heartland Bank & Trust
Illinois
$486K -$7.28K -92 -1%
CCA
792
Checchi Capital Advisers
California
$484K -$13.7K -173 -3%
MT
793
Midwest Trust
Kansas
$481K +$25.6K +323 +6%
TCM
794
Traub Capital Management
Massachusetts
$478K
RCAG
795
Rehmann Capital Advisory Group
Michigan
$476K -$83.6K -1,056 -15%
AMBIA
796
Allen Mooney & Barnes Investment Advisors
Georgia
$476K -$2.85K -36 -0.6%
DWM
797
Diversify Wealth Management
Utah
$476K +$25.9K +327 +6%
GWM
798
GDS Wealth Management
Texas
$472K -$2.61K -33 -0.5%
CRC
799
Curi RMB Capital
Illinois
$471K +$472K +5,967 New
TCM
800
Teza Capital Management
Illinois
$470K +$471K +5,957 New