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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
726
EP Wealth Advisors
California
$681K +$211K +1,410 +39%
BWM
727
Buckley Wealth Management
Nevada
$678K – – –
FMW
728
Farr Miller & Washington
District of Columbia
$678K – – –
MC
729
Matisse Capital
Oregon
$678K +$749K +5,000 New
OWM
730
OneAscent Wealth Management
Alabama
$678K +$749K +5,000 New
UMC
731
United Maritime Capital
New York
$678K +$749K +5,000 New
CWM
732
Circle Wealth Management
New Jersey
$677K – – –
ASC
733
Atalanta Sosnoff Capital
New York
$675K – – –
FFG
734
Frisch Financial Group
New York
$674K +$106K +710 +17%
EP
735
Eudaimonia Partners
Tennessee
$670K +$27K +180 +4%
FNBT
736
FineMark National Bank & Trust
Florida
$668K – – –
FCB
737
First Command Bank
Texas
$667K – – –
FCFS
738
First Command Financial Services
Texas
$667K – – –
IAP
739
Indie Asset Partners
Indiana
$666K +$30K +200 +4%
NIG
740
NFJ Investment Group
Texas
$664K -$370K -2,470 -34%
SPIO
741
Seven Post Investment Office
California
$664K – – –
SBH
742
Segall Bryant & Hamill
Illinois
$663K – – –
WC
743
Woodstock Corp
Massachusetts
$659K – – –
CF
744
Centaurus Financial
California
$658K +$388K +2,590 +115%
HB
745
Homrich & Berg
Georgia
$658K +$438K +2,920 +151%
BPA
746
Beacon Pointe Advisors
California
$652K -$39K -260 -5%
MIM
747
Montgomery Investment Management
Maryland
$651K – – –
AFP
748
Ausdal Financial Partners
Iowa
$647K -$1.26M -8,380 -64%
RI
749
Redwood Investments
Massachusetts
$647K -$68.9K -460 -9%
BSW
750
Buckingham Strategic Wealth
Missouri
$647K +$8.99K +60 +1%