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Name Holding Trade Value Shares
Change
Change in
Stake
FM
576
Family Management
New York
$1M -$2.42K -28 -0.2%
M
577
MOTCO
Texas
$1M +$128K +1,481 +13%
PA
578
Profund Advisors
Maryland
$1,000K -$32.2K -373 -3%
SC
579
Syon Capital
California
$996K +$1.73K +20 +0.2%
CTA
580
Chesley Taft & Associates
Illinois
$990K +$39.7K +460 +4%
POIA
581
Pin Oak Investment Advisors
Texas
$984K +$2.5K +29 +0.2%
CIA
582
Capital Investment Advisors
Georgia
$978K +$23.8K +276 +2%
SRC
583
Sage Rhino Capital
California
$968K -$14.9K -173 -1%
AWM
584
Aprio Wealth Management
Georgia
$964K -$128K -1,486 -11%
OWA
585
One Wealth Advisors
California
$958K -$30K -347 -3%
IB
586
Intrust Bank
Kansas
$958K +$11.2K +130 +1%
DWM
587
Diversify Wealth Management
Utah
$951K +$58.9K +682 +7%
DAS
588
Diversify Advisory Services
Utah
$951K +$951K +11,015 New
IF
589
Intrua Financial
Texas
$946K -$92.2K -1,068 -8%
WFI
590
West Family Investments
California
$939K +$406K +4,708 +64%
PP
591
PDS Planning
Ohio
$938K +$33.8K +392 +3%
PWA
592
Pitcairn Wealth Advisors
Pennsylvania
$933K -$14.3K -166 -1%
Fiera Capital (Canada)
593
Fiera Capital (Canada)
Quebec, Canada
$928K +$170K +1,967 +20%
MSFS
594
Main Street Financial Solutions
Pennsylvania
$926K
FCP
595
Fidelis Capital Partners
Florida
$925K -$24.3K -281 -2%
SL
596
Summitry LLC
California
$916K +$9.93K +115 +1%
DWT
597
Dorsey & Whitney Trust
South Dakota
$911K -$44.2K -512 -4%
GC
598
Guggenheim Capital
Illinois
$906K +$30.1K +349 +3%
FHA
599
Flagship Harbor Advisors
Massachusetts
$905K +$46.8K +542 +5%
DT
600
Diversified Trust
Tennessee
$905K -$334K -3,873 -25%