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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
776
Rialto Wealth Management
New York
$698K +$639K +6,568 New
LWM
777
Lakeridge Wealth Management
Ohio
$697K – – –
FWP
778
FAS Wealth Partners
Kansas
$697K -$191K -1,960 -23%
GPA
779
Garrison Point Advisors
California
$696K – – –
LSPW
780
Lake Street Private Wealth
Illinois
$692K -$107K -1,100 -14%
NPA
781
Nichols & Pratt Advisers
Massachusetts
$691K – – –
LA
782
LexAurum Advisors
Kansas
$688K -$4.96K -51 -0.8%
BOJHT
783
Bank of Jackson Hole Trust
Wyoming
$687K +$628K +6,460 New
Fiera Capital (Canada)
784
Fiera Capital (Canada)
Quebec, Canada
$686K -$39.6K -407 -6%
FHA
785
First Horizon Advisors
Tennessee
$685K -$3.99K -41 -0.6%
AI
786
Accredited Investors
Minnesota
$683K -$3.79K -39 -0.6%
OWP
787
ORG Wealth Partners
Texas
$682K +$53.3K +548 +9%
FWM
788
Focused Wealth Management
New York
$680K -$85.1K -875 -12%
SB
789
Strategic Blueprint
Georgia
$679K +$7.68K +79 +1%
GC
790
Gilbert & Cook
Iowa
$675K -$17.5K -180 -3%
EWM
791
Empirical Wealth Management
Washington
$672K -$100K -1,029 -14%
LCM
792
Lazari Capital Management
California
$671K +$8.27K +85 +1%
NFSG
793
Newbridge Financial Services Group
Florida
$670K +$30.2K +310 +5%
LSA
794
Leonteq Securities AG
Switzerland
$669K -$270K -2,776 -40%
CCFM
795
Clear Creek Financial Management
Washington
$666K -$92.9K -955 -13%
MFS
796
Miller Financial Services
Michigan
$664K +$607K +6,244 New
CWM
797
Centurion Wealth Management
Virginia
$663K -$23.8K -245 -4%
TGAM
798
TBH Global Asset Management
Tennessee
$659K – – –
BRWM
799
Blue Rock Wealth Management
North Carolina
$659K +$603K +6,200 New
BHPW
800
Beverly Hills Private Wealth
California
$659K -$10.8K -111 -2%