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Name Holding Trade Value Shares
Change
Change in
Stake
CWG
1576
Crown Wealth Group
North Carolina
$1.35M +$131K +1,380 +11%
KA
1577
KLCM Advisors
Wisconsin
$1.35M -$15.2K -160 -1%
Aspiriant LLC
1578
Aspiriant LLC
California
$1.34M -$126K -1,320 -8%
Loring Wolcott & Coolidge Fiduciary Advisors
1579
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.34M – – –
RWP
1580
Ridgecrest Wealth Partners
California
$1.34M – – –
WAN
1581
Wealth Advisors Northwest
Oregon
$1.33M -$24.7K -260 -2%
OPW
1582
Oxler Private Wealth
New York
$1.33M +$68.5K +720 +5%
BFA
1583
Brown Financial Advisors
Ohio
$1.33M +$73.2K +770 +6%
WAG
1584
Wallace Advisory Group
California
$1.33M +$24.7K +260 +2%
RRA
1585
Round Rock Advisors
Connecticut
$1.33M +$12.4K +130 +0.9%
AlTi Global
1586
AlTi Global
New York
$1.32M -$169K -1,780 -11%
CIS
1587
Continental Investors Services
Washington
$1.32M +$44.7K +470 +3%
Carnegie Investment Counsel
1588
Carnegie Investment Counsel
Ohio
$1.32M +$227K +2,390 +19%
OF
1589
Optimize Financial
California
$1.32M -$45.6K -480 -3%
Facet Wealth Inc
1590
Facet Wealth Inc
Maryland
$1.32M -$55.2K -580 -5%
Apella Capital
1591
Apella Capital
Connecticut
$1.32M +$304K +3,200 +30%
RL
1592
Retireful LLC
Michigan
$1.31M -$220K -2,310 -14%
MHC
1593
May Hill Capital
Massachusetts
$1.31M +$40.9K +430 +3%
CHP
1594
Cable Hill Partners
Oregon
$1.31M -$162K -1,700 -13%
HA
1595
Herold Advisors
New York
$1.31M +$409K +4,300 +44%
SCP
1596
Stamos Capital Partners
California
$1.31M +$800K +8,410 +150%
HWA
1597
HHM Wealth Advisors
Tennessee
$1.31M +$38K +400 +3%
CH
1598
Cromwell Holdings
Wyoming
$1.3M – – –
SRA
1599
Secured Retirement Advisors
Minnesota
$1.3M +$1.33M +13,960 New
DI
1600
Diligent Investors
California
$1.3M +$5.71K +60 +0.4%