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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
751
Studio Investment Management
Illinois
$799K +$14.1K +170 +2%
HSA
752
HBK Sorce Advisory
Pennsylvania
$798K -$101K -1,217 -10%
CWP
753
Curated Wealth Partners
California
$797K -$193K -2,329 -17%
CHAM
754
Clear Harbor Asset Management
Connecticut
$794K -$15.7K -190 -2%
AOI
755
Auto-Owners Insurance
Michigan
$792K
SIA
756
Strategic Investment Advisors
Michigan
$792K +$540K +6,529 +139%
PIM
757
Plato Investment Management
Australia
$791K
BCP
758
Blackhawk Capital Partners
Wisconsin
$790K +$17.8K +215 +2%
DWM
759
Drive Wealth Management
Utah
$789K -$189K -2,291 -17%
RIA
760
Regal Investment Advisors
Michigan
$789K -$73.2K -886 -7%
CTA
761
Clear Trail Advisors
Texas
$789K +$914K +11,057 New
FWI
762
Facet Wealth Inc
Maryland
$786K +$16K +194 +2%
KWA
763
Kingswood Wealth Advisors
California
$785K -$127K -1,540 -12%
DAS
764
Dynamic Advisor Solutions
Arizona
$784K +$23.4K +283 +3%
CAM
765
CenterStar Asset Management
Illinois
$782K +$907K +10,970 New
KIA
766
KCM Investment Advisors
California
$780K -$6.37K -77 -0.7%
FFO
767
Fiduciary Family Office
Florida
$779K +$128K +1,550 +17%
CWP
768
Core Wealth Partners
California
$778K +$2.65K +32 +0.3%
ECM
769
Evergreen Capital Management
Washington
$775K +$73.8K +893 +9%
KTC
770
Kentucky Trust Company
Kentucky
$769K -$33.1K -400 -4%
PIM
771
Provident Investment Management
Michigan
$767K +$80.4K +972 +10%
CWI
772
Conscious Wealth Investments
Florida
$766K +$25.5K +309 +3%
AF
773
Arrow Financial
New York
$762K -$51.8K -627 -6%
KWM
774
Kingsview Wealth Management
Oregon
$760K -$39.8K -482 -4%
OBGC
775
O'Brien Greene & Co
Pennsylvania
$760K