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Name Holding Trade Value Shares
Change
Change in
Stake
DILIC
776
Dai-ichi Life Insurance Company
Japan
$330K
WTC
777
WhitTier Trust Company
Nevada
$327K +$7.56K +13 +2%
RSWM
778
Robertson Stephens Wealth Management
California
$327K -$108K -185 -24%
DCA
779
DSG Capital Advisors
Minnesota
$326K
KP
780
Keel Point
Alabama
$324K +$73.8K +127 +28%
FAM
781
Fenimore Asset Management
New York
$323K
AWS
782
Atria Wealth Solutions
New York
$321K -$224K -385 -40%
SMA
783
Sage Mountain Advisors
Georgia
$320K -$30.2K -52 -8%
CAL
784
Capital Advisors Ltd
Ohio
$317K
SFS
785
Security Financial Services
Indiana
$315K +$33.7K +58 +12%
WBC
786
Westpac Banking Corp
Australia
$314K -$51.2K -88 -14%
SWM
787
Spire Wealth Management
Virginia
$313K -$2.11M -3,636 -87%
FFM
788
Forum Financial Management
Illinois
$313K
PCM
789
Polymer Capital Management
New York
$310K +$319K +548 New
MPM
790
MBB Public Markets
Illinois
$307K +$315K +542 New
OAS
791
Optivise Advisory Services
Tennessee
$306K +$11.6K +20 +4%
CIC
792
Chilton Investment Company
Connecticut
$300K
PP
793
PDS Planning
Ohio
$299K +$44.8K +77 +17%
CNBOF
794
City National Bank of Florida
Florida
$298K -$8.14K -14 -3%
SW
795
Simplicity Wealth
New Jersey
$298K +$6.97K +12 +2%
KAM
796
Karani Asset Management
New York
$298K +$306K +527 New
SRL
797
Scientech Research LLC
New Jersey
$297K +$306K +526 New
KPWS
798
Kestra Private Wealth Services
Texas
$297K -$38.9K -67 -11%
LCM
799
Landscape Capital Management
New Jersey
$296K +$305K +524 New
CAG
800
Crestwood Advisors Group
Massachusetts
$296K +$18.6K +32 +7%