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Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
1001
TIAA Trust, National Association
North Carolina
$771K -$6.83M -42,911 -89%
BOS
1002
Bank of Stockton
California
$770K +$603K +3,785 +249%
MSFS
1003
Main Street Financial Solutions
Pennsylvania
$770K +$72.3K +454 +9%
JSW
1004
Journey Strategic Wealth
New Jersey
$770K -$38.4K -241 -4%
WF
1005
Wayfinding Financial
Washington
$768K -$30.6K -192 -3%
PJWM
1006
Philip James Wealth Mangement
Georgia
$766K -$307K -1,928 -27%
VIP
1007
Vista Investment Partners
Oklahoma
$764K -$29.5K -185 -3%
BST
1008
Bath Savings Trust
Maine
$762K
TW
1009
ticino wealth
California
$762K -$4.94K -31 -0.7%
NF
1010
NavPoint Financial
Minnesota
$761K
FFWA
1011
FRG Family Wealth Advisors
Washington
$759K
PWG
1012
Private Wealth Group
Florida
$758K
MGIA
1013
Moneta Group Investment Advisors
Missouri
$758K +$60K +377 +8%
AWA
1014
Aaron Wealth Advisors
Illinois
$757K -$389K -2,446 -32%
JIC
1015
Joel Isaacson & Co
New York
$756K -$7.96K -50 -1%
LA
1016
LVW Advisors
New York
$755K +$135K +849 +20%
XF
1017
XML Financial
Maryland
$755K -$108K -676 -12%
MEG
1018
Millstone Evans Group
Colorado
$752K
CAM
1019
Cozad Asset Management
Illinois
$752K
AIM
1020
Acropolis Investment Management
Missouri
$751K -$69.7K -438 -8%
RC
1021
Rexford Capital
Texas
$751K +$30.3K +190 +4%
FBT
1022
First Bank & Trust
South Dakota
$751K -$637 -4 -0.1%
CC
1023
Chicago Capital
Illinois
$750K -$7.96K -50 -1%
AGP
1024
Autumn Glory Partners
Texas
$746K +$4.94K +31 +0.6%
WG
1025
Wealth Group
North Carolina
$743K +$87.6K +550 +12%