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Name Holding Trade Value Shares
Change
Change in
Stake
DY
476
Dowling & Yahnke
California
$68K – – –
TAM
477
Taurus Asset Management
New York
$68K – – –
NAS
478
Nicolet Advisory Services
Wisconsin
$68K +$63 +1 +0.1%
HWMG
479
Hurlow Wealth Management Group
Indiana
$68K +$1.26K +20 +2%
CWM
480
Cahaba Wealth Management
Georgia
$67K – – –
SFO
481
Stokes Family Office
Louisiana
$67K – – –
Xponance
482
Xponance
Pennsylvania
$67K +$63.4K +1,007 New
CWA
483
Capital Wealth Alliance
Arizona
$66K – – –
Wilbanks Smith & Thomas Asset Management
484
Wilbanks Smith & Thomas Asset Management
Virginia
$65K +$66.8K +1,061 New
NWA
485
New World Advisors
Massachusetts
$64K – – –
C
486
Covestor
United Kingdom
$63K +$34.5K +548 +134%
FCA
487
FinTrust Capital Advisors
South Carolina
$60K – – –
EWM
488
Endurance Wealth Management
Rhode Island
$56K – – –
Prospera Financial Services
489
Prospera Financial Services
Texas
$56K +$53.4K +849 New
DZ Bank
490
DZ Bank
Germany
$55.1K -$52.9K -840 -50%
MMG
491
Monetary Management Group
Missouri
$52K – – –
Allworth Financial
492
Allworth Financial
California
$49K -$30K -476 -39%
WhitTier Trust Company
493
WhitTier Trust Company
Nevada
$49K – – –
Arax Advisory Partners
494
Arax Advisory Partners
Colorado
$48K – – –
Bank Julius Baer & Co
495
Bank Julius Baer & Co
Switzerland
$45K +$42.4K +673 New
SWM
496
Sugarloaf Wealth Management
Georgia
$43K +$1.45K +23 +4%
AF
497
Advisornet Financial
Minnesota
$41K – – –
Huntington National Bank
498
Huntington National Bank
Ohio
$37K -$8.43K -134 -19%
SSB
499
Sandy Spring Bank
Maryland
$36K -$4.53K -72 -12%
QC
500
Quent Capital
New York
$36K +$34.2K +543 New