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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
Aberdeen Wealth Management
Illinois
$207K
IC
402
Inscription Capital
Texas
$206K +$153K +820 New
PMA
403
Prudent Man Advisors
Illinois
$206K
HR
404
Howe & Rusling
New York
$205K +$931 +5 +0.4%
NWAG
405
Net Worth Advisory Group
Utah
$202K -$8.93K -48 -4%
S
406
Sunpointe
Missouri
$202K
Chevy Chase Trust
407
Chevy Chase Trust
Maryland
$201K
Axa
408
Axa
France
$198K
GWM
409
Geneos Wealth Management
Colorado
$196K +$73.7K +396 +55%
HNB
410
Huntington National Bank
Ohio
$194K +$13K +70 +7%
CSB
411
City State Bank
Iowa
$194K
FFA
412
Farther Finance Advisors
California
$193K -$7.63K -41 -4%
GM
413
GeoWealth Management
Illinois
$178K -$19.2K -103 -9%
MEG
414
Millstone Evans Group
Colorado
$152K
UB
415
UMB Bank
Missouri
$143K +$7.07K +38 +5%
CWC
416
Carolinas Wealth Consulting
North Carolina
$141K
Deutsche Bank
417
Deutsche Bank
Germany
$141K
AA
418
Addison Advisors
Vermont
$140K +$2.42K +13 +2%
PK
419
Pflug Koory
Nebraska
$124K
FNWM
420
Financial Network Wealth Management
Utah
$116K +$122K +658 New
PAM
421
Paradigm Asset Management
New York
$116K
PWA
422
Provenance Wealth Advisors
Florida
$109K
HI
423
Harbour Investments
Wisconsin
$107K -$4.65K -25 -4%
BGAI
424
Bruce G. Allen Investments
Colorado
$107K +$27.7K +149 +33%
CB
425
Community Bank
New York
$106K