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Name Holding Trade Value Shares
Change
Change in
Stake
NFA
801
Northern Financial Advisors
Michigan
$1.04M -$379 -2 -0%
GWS
802
Greykasell Wealth Strategies
California
$1.04M -$8.14K -43 -0.7%
ONST
803
Old North State Trust
North Carolina
$1.03M +$61.5K +325 +6%
CCM
804
Cloud Capital Management
Washington
$1.03M +$1.16M +6,137 New
WR
805
WD Rutherford
Oregon
$1.03M -$589K -3,113 -34%
PWP
806
Precedent Wealth Partners
Texas
$1.02M +$1.15M +6,099 New
CG
807
CFO4Life Group
Texas
$1.02M -$179K -947 -13%
RS
808
R Squared
Hong Kong
$1.02M +$932K +4,921 +422%
BHC
809
Bull Harbor Capital
Maryland
$1.02M +$506K +2,674 +79%
CFG
810
Cooper Financial Group
California
$1.01M -$272K -1,437 -19%
CA
811
Continuum Advisory
Idaho
$1.01M +$25.2K +133 +2%
M
812
Mirova
France
$1M -$3.81M -20,130 -77%
LFS
813
Legacy Financial Strategies
Kansas
$1M +$81K +428 +8%
PNFS
814
PW Nova Financial Services
Pennsylvania
$996K -$109K -578 -9%
AFT
815
Alpha Family Trust
California
$995K +$266K +1,405 +31%
BPCE
816
Bank Pictet & Cie (Europe)
Germany
$995K +$553K +2,919 +97%
EFMH
817
E Fund Management (HK)
Hong Kong
$992K +$397K +2,098 +55%
ANTB
818
AMG National Trust Bank
Colorado
$991K -$194K -1,024 -15%
FMI
819
Frec Markets Inc
California
$990K +$300K +1,584 +37%
AIP
820
ARS Investment Partners
New York
$986K
CF
821
Centaurus Financial
California
$986K +$191K +1,009 +21%
MOS
822
MGO One Seven
Ohio
$983K -$105K -555 -9%
BCWM
823
Bartlett & Co Wealth Management
Ohio
$982K -$723K -3,817 -39%
CBTWT
824
Community Bank & Trust (Waco, Texas)
Texas
$981K -$22K -116 -2%
KF
825
Krilogy Financial
Missouri
$980K +$652K +3,441 +143%