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RBC Bearings

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
476
Huntington National Bank
Ohio
$236K -$10.6K -20 -4%
RSWM
477
Robertson Stephens Wealth Management
California
$236K +$231K +435 New
YIA
478
YHB Investment Advisors
Connecticut
$231K -$159K -300 -41%
IP
479
Intellectus Partners
California
$231K -$55.7K -105 -20%
SFS
480
Sowell Financial Services
Arkansas
$229K +$224K +422 New
IWM
481
IHT Wealth Management
Illinois
$227K +$222K +418 New
Northwestern Mutual Wealth Management
482
Northwestern Mutual Wealth Management
Wisconsin
$226K -$149K -281 -40%
KA
483
Klingman & Associates
New York
$220K +$215K +405 New
MBWA
484
Marin Bay Wealth Advisors
California
$218K +$213K +402 New
CIA
485
Concurrent Investment Advisors
Florida
$217K +$212K +399 New
PPWM
486
Paragon Private Wealth Management
Kentucky
$213K +$209K +393 New
IA
487
IFC Advisors
California
$211K +$206K +389 New
SIA
488
Soltis Investment Advisors
Utah
$210K +$205K +387 New
SCP
489
Sivia Capital Partners
California
$209K +$204K +385 New
SWP
490
Sagespring Wealth Partners
Tennessee
$207K +$203K +382 New
OFS
491
OneAscent Financial Services
Alabama
$205K +$201K +378 New
ABC
492
Associated Banc-Corp
Wisconsin
$204K -$126K -237 -39%
SI
493
Seeds Investor
New York
$202K +$179K +337 New
RWP
494
RWA Wealth Partners
Massachusetts
$201K +$196K +370 New
GVAG
495
Great Valley Advisor Group
Delaware
$201K +$196K +369 New
UB
496
UMB Bank
Missouri
$194K +$4.78K +9 +3%
UFF
497
USA Financial Formulas
Michigan
$173K +$169K +318 New
QL
498
Quarry LP
New York
$163K +$160K +301 New
AAP
499
Arax Advisory Partners
Colorado
$159K +$118K +223 +328%
EP
500
Essential Partners
California
$156K +$1.06K +2 +0.7%