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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
501
Wedmont Private Capital
Pennsylvania
$1.05M +$51.8K +439 +5%
DA
502
Denali Advisors
California
$1.05M +$165K +1,400 +19%
Lazard Asset Management
503
Lazard Asset Management
New York
$1.05M +$431K +3,654 +72%
RWB
504
RMR Wealth Builders
New Jersey
$1.05M – – –
IPAM
505
ICICI Prudential Asset Management
India
$1.05M -$1.42K -12 -0.1%
GDP
506
Great Diamond Partners
Maine
$1.04M – – –
SC
507
Syon Capital
California
$1.04M -$20.9K -177 -2%
LWM
508
Lodestone Wealth Management
Washington
$1.03M -$38.1K -323 -4%
AC
509
Apella Capital
Connecticut
$1.03M +$7.91K +67 +0.8%
TWG
510
The Wealth Group
Minnesota
$1.02M – – –
TE
511
Tema ETFs
New York
$1.01M +$85.6K +725 +9%
GC
512
Grimes & Company
Massachusetts
$1M -$75.8K -642 -7%
TG
513
TCW Group
California
$997K -$23.6K -200 -2%
JCM
514
Jacobi Capital Management
Pennsylvania
$974K +$63.5K +538 +7%
PL
515
Perpetual Ltd
Australia
$969K – – –
ODA
516
One Degree Advisors
California
$969K – – –
FFS
517
Founders Financial Securities
Maryland
$966K +$40.6K +344 +4%
RWM
518
Ritholtz Wealth Management
New York
$954K +$33.5K +284 +4%
S
519
SignatureFD
Georgia
$952K -$2.12K -18 -0.2%
FIM
520
Fruth Investment Management
Texas
$951K – – –
PFPG
521
Pinnacle Financial Partners (Georgia)
Georgia
$949K +$53.3K +452 +6%
IA
522
Inspire Advisors
Idaho
$938K +$81.5K +691 +10%
4WM
523
44 Wealth Management
Oregon
$936K +$919K +7,789 New
RF
524
Robinswood Financial
Washington
$929K – – –
CRWM
525
Castle Rock Wealth Management
California
$926K -$1.42K -12 -0.2%