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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
776
Powers Advisory Group
Illinois
$781K -$8.4K -105 -1%
Forvis Mazars Wealth Advisors
777
Forvis Mazars Wealth Advisors
Missouri
$772K -$46.5K -581 -6%
Valeo Financial Advisors
778
Valeo Financial Advisors
Indiana
$768K -$16.3K -204 -2%
Midwest Trust
779
Midwest Trust
Kansas
$766K -$9.36K -117 -1%
CAM
780
CPA Asset Management
Florida
$766K -$327K -4,086 -31%
SL
781
Summitry LLC
California
$764K -$19.2K -240 -3%
Jain Global
782
Jain Global
New York
$762K -$881K -11,019 -54%
MTC
783
McDaniel Terry & Co
Texas
$761K +$240 +3 +0%
Evergreen Capital Management
784
Evergreen Capital Management
Washington
$760K +$14.2K +178 +2%
Tema ETFs
785
Tema ETFs
New York
$759K +$737K +9,222 New
FFC
786
First Financial Corp
Indiana
$759K -$10.7K -134 -1%
NIM
787
Northeast Investment Management
Massachusetts
$756K +$1.76K +22 +0.2%
Farther Finance Advisors
788
Farther Finance Advisors
California
$753K +$124K +1,548 +20%
HVIA
789
Hudson Valley Investment Advisors
New York
$753K – – –
SFSG
790
Sound Financial Strategies Group
Mississippi
$752K -$95.3K -1,192 -12%
Park National Corp
791
Park National Corp
Ohio
$751K -$5.68K -71 -0.8%
CWI
792
Conscious Wealth Investments
Florida
$744K – – –
WPC
793
Waters Parkerson & Co
Louisiana
$742K – – –
Greenleaf Trust
794
Greenleaf Trust
Michigan
$740K +$6.24K +78 +0.9%
TF
795
Tompkins Financial
New York
$737K -$8K -100 -1%
Chicago Partners Investment Group
796
Chicago Partners Investment Group
Illinois
$731K +$60.1K +751 +8%
World Investment Advisors
797
World Investment Advisors
California
$730K -$61.7K -772 -8%
Kingsview Wealth Management
798
Kingsview Wealth Management
Oregon
$723K +$61.8K +773 +10%
OWA
799
One Wealth Advisors
California
$722K +$367K +4,595 +110%
KCAM
800
Kagan Cocozza Asset Management
New Jersey
$720K -$41.1K -514 -6%