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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1201
Wilkerson Advisory Group
Missouri
$588K -$455 -3 -0.1%
DM
1202
Diversified Management
Wisconsin
$587K -$19.9K -131 -3%
PIA
1203
Perennial Investment Advisors
California
$587K -$24.6K -162 -4%
SGC
1204
Slocum, Gordon & Co
Rhode Island
$587K +$8.03K +53 +1%
AL
1205
Aspiriant LLC
California
$587K -$514K -3,393 -48%
LCM
1206
Logan Capital Management
Pennsylvania
$584K +$547K +3,610 New
HAM
1207
Harmony Asset Management
Arizona
$583K -$303 -2 -0.1%
SW
1208
SteelPeak Wealth
California
$583K -$90.3K -596 -14%
AWE
1209
Avidian Wealth Enterprises
Texas
$581K +$5.3K +35 +1%
PWAM
1210
Private Wealth Asset Management
Iowa
$580K -$693K -4,575 -56%
JCM
1211
J2 Capital Management
Michigan
$578K -$20.2K -133 -4%
OHIS
1212
Oak Harvest Investment Services
Texas
$578K -$5.01M -33,052 -90%
OFS
1213
OneAscent Financial Services
Alabama
$578K -$29.9K -197 -5%
EFG
1214
Everest Financial Group
Minnesota
$575K +$11.4K +75 +2%
CIA
1215
Cladis Investment Advisory
Montana
$575K
PSCM
1216
Per Stirling Capital Management
Texas
$574K -$1.52K -10 -0.3%
IA
1217
Integrity Alliance
Iowa
$574K -$1.1M -7,249 -67%
VCM
1218
Violich Capital Management
California
$573K
BOH
1219
Bank of Hawaii
Hawaii
$572K +$14.1K +93 +3%
JEST
1220
JTC Employer Solutions Trustee
Jersey
$572K
Financial Engines Advisors
1221
Financial Engines Advisors
California
$570K -$16.5K -109 -3%
FWM
1222
Forteris Wealth Management
New York
$568K
AA
1223
Armis Advisers
Georgia
$567K +$66.1K +436 +14%
OC
1224
Oakworth Capital
Alabama
$567K -$10.2K -67 -2%
GLLW
1225
Graves Light Lenhart Wealth
Virginia
$565K