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Name Holding Trade Value Shares
Change
Change in
Stake
WWC
751
Waypoint Wealth Counsel
Georgia
$355K +$340K +615 New
FCG
752
Fielder Capital Group
Tennessee
$351K -$48.7K -88 -13%
CIC
753
Chilton Investment Company
Connecticut
$350K +$42.6K +77 +15%
KP
754
Keel Point
Alabama
$348K +$17.2K +31 +5%
WWM
755
WJ Wealth Management
Arizona
$346K
AG
756
Ascent Group
Virginia
$345K +$49.3K +89 +17%
RFC
757
Regions Financial Corp
Alabama
$345K -$667K -1,205 -67%
CNBOF
758
City National Bank of Florida
Florida
$343K +$37.6K +68 +13%
BBW
759
Blue Barn Wealth
Utah
$342K +$4.98K +9 +2%
KRW
760
Kaufman Rossin Wealth
Florida
$342K -$147K -265 -31%
AWM
761
Axxcess Wealth Management
California
$341K +$1.66K +3 +0.5%
WCM
762
Weaver Capital Management
Georgia
$339K -$91.9K -166 -22%
DILIC
763
Dai-ichi Life Insurance Company
Japan
$336K
WTC
764
WhitTier Trust Company
Nevada
$336K +$2.21K +4 +0.7%
RSWM
765
Robertson Stephens Wealth Management
California
$336K +$2.21K +4 +0.7%
CIA
766
Citadel Investment Advisory
Ohio
$335K +$321K +580 New
Nomura Holdings
767
Nomura Holdings
Japan
$333K -$1.03M -1,865 -76%
DCA
768
DSG Capital Advisors
Minnesota
$332K
FAM
769
Fenimore Asset Management
New York
$330K
SAM
770
Smartleaf Asset Management
Massachusetts
$329K -$75.3K -136 -19%
OAS
771
Optivise Advisory Services
Tennessee
$328K +$15.5K +28 +5%
TSS
772
Two Sigma Securities
New York
$325K -$382K -691 -55%
OIS
773
OneAscent Investment Solutions
Alabama
$324K -$37.1K -67 -11%
WA
774
Wealth Alliance
New York
$323K -$48.2K -87 -13%
SWP
775
Sagespring Wealth Partners
Tennessee
$321K +$47K +85 +18%