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Name Holding Trade Value Shares
Change
Change in
Stake
KWA
926
Kingswood Wealth Advisors
California
$698K -$16.5K -86 -2%
MS
927
Maven Securities
Jersey
$694K -$1.45M -7,553 -69%
NWAG
928
Net Worth Advisory Group
Utah
$693K +$643K +3,357 New
SF
929
Summit Financial
New Jersey
$691K +$103K +536 +19%
ECM
930
Evergreen Capital Management
Washington
$689K -$766 -4 -0.1%
FC
931
Fulcrum Capital
Washington
$687K -$42.1K -220 -6%
BOM
932
Bank of Marin
California
$685K -$766 -4 -0.1%
MAM
933
Milestone Asset Management
Pennsylvania
$684K +$634K +3,314 New
JFGIW
934
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$683K +$94.8K +495 +18%
PPWP
935
Premier Path Wealth Partners
New Jersey
$682K +$14.5K +76 +2%
MGP
936
M&G plc
United Kingdom
$681K +$633K +3,306 New
EWM
937
Empirical Wealth Management
Washington
$677K -$55.5K -290 -8%
AWM
938
Angeles Wealth Management
California
$669K +$6.32K +33 +1%
T. Rowe Price Investment Management
939
T. Rowe Price Investment Management
Maryland
$668K +$103K +538 +20%
DA
940
Drake & Associates
Wisconsin
$667K +$619K +3,232 New
EH
941
Equitable Holdings
New York
$664K +$23.5K +123 +4%
PP
942
Patron Partners
Texas
$664K -$3.06K -16 -0.5%
RBFC
943
Roman Butler Fullerton & Co
Missouri
$662K +$71.2K +372 +14%
MSCM
944
McElhenny Sheffield Capital Management
Texas
$659K -$50K -261 -8%
HL
945
HeadInvest LLC
Maine
$658K -$4.59K -24 -0.7%
MFG
946
Menard Financial Group
Texas
$651K -$17K -89 -3%
SAM
947
Seelaus Asset Management
New Jersey
$650K +$15.3K +80 +3%
OCM
948
Orion Capital Management
California
$644K -$3.83K -20 -0.6%
A
949
AlphaQuest
New York
$643K +$597K +3,116 New
BWP
950
BSW Wealth Partners
Colorado
$643K +$86.1K +450 +17%