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Name Holding Trade Value Shares
Change
Change in
Stake
BPCA
1326
Bank Pictet & Cie (Asia)
Singapore
$864K
CAM
1327
Cypress Asset Management
Texas
$863K -$64.6K -664 -7%
EWA
1328
Encompass Wealth Advisors
Oregon
$861K
SCI
1329
Stableford Capital II
Arizona
$860K +$33.1K +340 +4%
KMWM
1330
Keudell/Morrison Wealth Management
Oregon
$858K +$45.4K +466 +5%
TCM
1331
Tradewinds Capital Management
Washington
$854K -$19.9K -204 -2%
WBCM
1332
Wilson & Boucher Capital Management
California
$852K
AAS
1333
Ameritas Advisory Services
Nebraska
$850K +$256K +2,633 +42%
YIA
1334
YHB Investment Advisors
Connecticut
$849K -$45.8K -471 -5%
CCA
1335
Cravens & Co Advisors
Tennessee
$848K -$19.5K -200 -2%
HKIM
1336
Hayek Kallen Investment Management
Alabama
$848K +$216K +2,216 +34%
IAS
1337
Insigneo Advisory Services
Florida
$846K -$63.3K -650 -7%
VCA
1338
Verdence Capital Advisors
Maryland
$845K -$3.8K -39 -0.4%
ME
1339
McIlrath & Eck
Washington
$845K +$2.63K +27 +0.3%
WC
1340
Wynn Capital
Georgia
$842K +$854K +8,769 New
DFC
1341
DB Fitzpatrick & Co
Idaho
$840K -$210K -2,156 -20%
RFG
1342
Range Financial Group
Oregon
$839K -$11.1K -114 -1%
MLL
1343
Moody Lynn & Lieberson
Massachusetts
$839K
CHJWM
1344
Carlton Hofferkamp & Jenks Wealth Management
Texas
$837K +$9.73K +100 +1%
SWM
1345
Sendero Wealth Management
Texas
$836K +$9.73K +100 +1%
GDP
1346
Great Diamond Partners
Maine
$828K -$1.17K -12 -0.1%
SG
1347
StoneX Group
New York
$825K +$149K +1,532 +22%
EM
1348
Excalibur Management
Massachusetts
$825K -$30.7K -315 -4%
CRC
1349
Curi RMB Capital
Illinois
$824K +$36.3K +373 +5%
BFO
1350
Boston Family Office
Massachusetts
$823K +$8.08K +83 +1%