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Name Holding Trade Value Shares
Change
Change in
Stake
RAG
701
RIA Advisory Group
Iowa
$2.62M +$2.22M +36,922 New
BBA
702
Baader Bank Aktiengesellschaft
Germany
$2.62M -$5.4M -90,027 -70%
AG
703
AlTi Global
New York
$2.61M -$51K -850 -2%
AF
704
Allworth Financial
California
$2.6M +$831K +13,848 +61%
WANY
705
Wealthspire Advisors (New York)
New York
$2.59M +$129K +2,148 +6%
LSWM
706
Lorne Steinberg Wealth Management
Canada
$2.58M -$47.1K -785 -2%
LT
707
Legacy Trust
Michigan
$2.58M +$46.7K +778 +2%
CFO
708
Capitol Family Office
Oregon
$2.57M -$278K -4,623 -11%
AIM
709
Achmea Investment Management
Netherlands
$2.57M +$417K +6,940 +24%
PWM
710
Perigon Wealth Management
California
$2.56M -$1.2M -19,962 -36%
SPC
711
Spirepoint Private Client
Florida
$2.56M +$2.16M +35,987 New
SP
712
SWS Partners
Ohio
$2.56M +$518K +8,630 +32%
DWM
713
Dakota Wealth Management
Florida
$2.54M -$24.6K -409 -1%
Carson Wealth (CWM LLC)
714
Carson Wealth (CWM LLC)
Nebraska
$2.53M -$3.07M -51,192 -59%
HTC
715
Haverford Trust Company
Pennsylvania
$2.53M +$260K +4,331 +14%
MCM
716
Mengis Capital Management
Oregon
$2.51M +$1.4M +23,300 +193%
CCB
717
Country Club Bank
Missouri
$2.51M -$41.7K -695 -2%
WTC
718
WhitTier Trust Company
Nevada
$2.5M -$1.11M -18,527 -34%
AGAM
719
Audent Global Asset Management
California
$2.5M -$11.5K -191 -0.5%
JWCA
720
J.W. Coons Advisors
Ohio
$2.49M -$6K -100 -0.3%
MFWP
721
Mosaic Family Wealth Partners
Missouri
$2.48M -$6.96K -116 -0.3%
LRPA
722
L. Roy Papp & Associates
Arizona
$2.46M -$988K -16,460 -32%
NC
723
NBW Capital
Massachusetts
$2.46M +$185K +3,080 +10%
SNBOSD
724
Security National Bank of So Dak
Iowa
$2.45M +$4.56K +76 +0.2%
WP
725
WealthShield Partners
North Carolina
$2.43M +$2.05M +34,220 New