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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1451
Consilium Wealth Advisory
Texas
$719K -$168K -1,438 -18%
DC
1452
DeDora Capital
California
$719K +$46.5K +398 +7%
TA
1453
Tectonic Advisors
Texas
$719K +$2.1K +18 +0.3%
DI
1454
DAGCO Inc
Ohio
$715K -$14.6K -125 -2%
MPPW
1455
Mitchell & Pahl Private Wealth
Oklahoma
$715K +$758K +6,479 New
ACP
1456
Aveo Capital Partners
Colorado
$715K -$6.55K -56 -0.9%
GPA
1457
Garrison Point Advisors
California
$715K – – –
WPP
1458
Whalerock Point Partners
Rhode Island
$711K +$18.2K +156 +2%
MLA
1459
My Legacy Advisors
Oregon
$710K -$6.55K -56 -0.8%
FNA
1460
First National Advisers
Nebraska
$710K +$16K +137 +2%
BAM
1461
Byrne Asset Management
New Jersey
$710K +$26.5K +227 +4%
UH
1462
Unigestion Holding
Switzerland
$708K -$113K -970 -13%
GWMIA
1463
Global Wealth Management Investment Advisory
Florida
$708K -$4.44K -38 -0.6%
LIA
1464
LS Investment Advisors
Michigan
$706K – – –
KA
1465
Kozak & Associates
Colorado
$706K +$351 +3 +0%
GPI
1466
General Partner Inc
Pennsylvania
$701K -$178K -1,518 -19%
MSFS
1467
Main Street Financial Solutions
Pennsylvania
$701K +$234 +2 +0%
CFG
1468
Cooper Financial Group
California
$700K +$90.4K +773 +14%
CFCI
1469
Comprehensive Financial Consultants Institutional
Indiana
$693K +$26.9K +230 +4%
ME
1470
McIlrath & Eck
Washington
$692K – – –
KCM
1471
KLK Capital Management
California
$688K -$41.8K -357 -5%
VEA
1472
Virtus ETF Advisers
New York
$686K +$727K +6,214 New
LOPW
1473
Live Oak Private Wealth
North Carolina
$684K +$17.7K +151 +2%
FMLI
1474
Fukoku Mutual Life Insurance
Japan
$683K -$38.1K -326 -5%
BAM
1475
Beaumont Asset Management
Texas
$681K -$7.25K -62 -1%