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Name Holding Trade Value Shares
Change
Change in
Stake
Wealthspire Advisors (New York)
751
Wealthspire Advisors (New York)
New York
$875K +$200K +2,174 +32%
VA
752
VestGen Advisors
Illinois
$869K +$820K +8,894 New
PAG
753
Powers Advisory Group
Illinois
$869K +$8.39K +91 +1%
CTA
754
Chesley Taft & Associates
Illinois
$867K -$81.3K -882 -9%
PCA
755
Peddock Capital Advisors
Massachusetts
$857K -$132K -1,430 -14%
CBOR
756
Community Bank of Raymore
Missouri
$855K -$14.7K -160 -2%
LF
757
LifePlan Financial
Minnesota
$834K -$7.37K -80 -0.9%
IFP Advisors
758
IFP Advisors
Florida
$831K +$50K +543 +7%
FC
759
FORA Capital
Florida
$830K -$2.66M -28,820 -99%
Accredited Investors
760
Accredited Investors
Minnesota
$824K -$30.9K -335 -4%
IFG Advisory
761
IFG Advisory
Georgia
$824K +$121K +1,308 +18%
WC
762
Wynn Capital
Georgia
$822K +$922 +10 +0.1%
DMBA
763
Deseret Mutual Benefit Administrators
Utah
$821K +$19K +206 +3%
NS
764
NBC Securities
Alabama
$821K +$235K +2,548 +44%
BWAM
765
Boyd Watterson Asset Management
Ohio
$814K -$829 -9 -0.1%
MGO One Seven
766
MGO One Seven
Ohio
$813K -$6.54K -71 -0.8%
LWP
767
LMG Wealth Partners
Louisiana
$812K -$550K -5,963 -42%
London Company of Virginia
768
London Company of Virginia
Virginia
$809K – – –
EFM
769
Eley Financial Management
Vermont
$800K +$14.7K +159 +2%
PTC
770
Private Trust Company
Ohio
$798K +$3.04K +33 +0.4%
Fideuram Asset Management (Ireland)
771
Fideuram Asset Management (Ireland)
$797K +$593K +6,438 New
Tema ETFs
772
Tema ETFs
New York
$796K +$13.6K +148 +2%
RCM
773
Radnor Capital Management
Pennsylvania
$796K -$71.2K -773 -9%
PPC
774
Park Place Capital
Alabama
$795K -$114K -1,236 -13%
M&G plc
775
M&G plc
United Kingdom
$792K – – –