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Name Holding Trade Value Shares
Change
Change in
Stake
BMWM
501
Brown Miller Wealth Management
Virginia
$813K
LNWWM
502
Laird Norton Wetherby Wealth Management
California
$810K +$27K +99 +3%
WI
503
WBI Investments
New Jersey
$808K -$661K -2,421 -45%
LA
504
LVW Advisors
New York
$803K -$176K -645 -18%
GT
505
Greenleaf Trust
Michigan
$798K -$13.7K -50 -2%
Jones Financial Companies
506
Jones Financial Companies
Missouri
$788K +$20.2K +74 +3%
WJWM
507
Williams Jones Wealth Management
New York
$787K
NP
508
NorthRock Partners
Minnesota
$774K +$22.1K +81 +3%
BCM
509
Bayesian Capital Management
New York
$771K -$3.96M -14,500 -84%
MSE
510
MUFG Securities EMEA
United Kingdom
$767K +$647K +2,369 +547%
SC
511
Syon Capital
California
$754K +$223K +815 +42%
BAM
512
Belpointe Asset Management
Nevada
$752K +$751K +2,748 New
MCM
513
MAI Capital Management
Ohio
$739K +$213K +779 +41%
IPW
514
Impact Partnership Wealth
Georgia
$734K +$732K +2,680 New
WCM
515
Weaver Capital Management
Georgia
$728K -$15.6K -57 -2%
GAM
516
Groupama Asset Management
France
$728K -$774K -2,834 -52%
CG
517
CFO4Life Group
Texas
$725K +$2.46K +9 +0.3%
AWM
518
Axxcess Wealth Management
California
$720K -$275K -1,006 -28%
GA
519
GraniteShares Advisors
New York
$705K -$24.9K -91 -3%
GWMR
520
GC Wealth Management RIA
Massachusetts
$702K +$469K +1,716 +202%
GSC
521
G&S Capital
Colorado
$690K -$3.28K -12 -0.5%
MA
522
Mutual Advisors
Nebraska
$682K -$46.2K -169 -6%
OCM
523
Orion Capital Management
California
$665K -$8.2K -30 -1%
SFI
524
Siemens Fonds Invest
Germany
$657K -$17.2K -63 -3%
SCM
525
Suvretta Capital Management
New York
$654K