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Name Holding Trade Value Shares
Change
Change in
Stake
NAM
651
NTV Asset Management
West Virginia
$542K
CFM
652
Catalyst Funds Management
Australia
$542K +$566K +4,000 New
FIA
653
Foundations Investment Advisors
Arizona
$542K +$566K +4,000 New
OAM
654
Oxford Asset Management
United Kingdom
$542K +$566K +3,999 New
GM
655
GeoWealth Management
Illinois
$540K +$12.2K +86 +2%
KCP
656
Kera Capital Partners
California
$538K +$29.3K +207 +5%
CWA
657
Clearview Wealth Advisors
Oregon
$529K -$15.7K -111 -3%
CA
658
Cullinan Associates
Kentucky
$527K -$351K -2,481 -39%
MPPW
659
Mitchell & Pahl Private Wealth
Oklahoma
$525K
FTWA
660
Fifth Third Wealth Advisors
Ohio
$525K -$38.2K -270 -7%
EWS
661
Evergreen Wealth Solutions
Pennsylvania
$523K +$30K +212 +6%
HSA
662
HBK Sorce Advisory
Pennsylvania
$515K +$46.1K +326 +9%
AWM
663
AE Wealth Management
Kansas
$513K +$1.98K +14 +0.4%
DC
664
DeDora Capital
California
$512K
MCM
665
Monument Capital Management
Virginia
$511K -$67K -473 -11%
MI
666
Moneywise Inc
Virginia
$511K +$566 +4 +0.1%
SWP
667
Stratos Wealth Partners
Ohio
$510K +$34.8K +246 +7%
PP
668
Prudential plc
United Kingdom
$508K
LS
669
Livforsakringsbolaget Skandia
Sweden
$505K +$129K +912 +46%
WC
670
Waterloo Capital
Texas
$501K -$22.6K -160 -4%
GI
671
GAMMA Investing
California
$494K +$73.9K +522 +17%
PAW
672
Plan A Wealth
Nebraska
$493K +$64.1K +453 +14%
LNWWM
673
Laird Norton Wetherby Wealth Management
California
$492K -$31.7K -224 -6%
TCOV
674
Trust Company of Vermont
Vermont
$489K
AI
675
AdvisorShares Investments
Maryland
$488K +$510K +3,600 New