Name Holding Trade Value Shares
Change
Change in
Stake
RWB
1376
RMR Wealth Builders
New Jersey
$955K -$154K -794 -12%
PP
1377
Prudential plc
United Kingdom
$955K -$44.1K -227 -4%
OIS
1378
OneAscent Investment Solutions
Alabama
$954K +$1.12M +5,746 New
MSA
1379
Marino Stram & Associates
Massachusetts
$954K -$972 -5 -0.1%
MHC
1380
May Hill Capital
Massachusetts
$947K +$6.8K +35 +0.6%
CFMC
1381
Curbstone Financial Management Corp
New Hampshire
$946K -$100K -516 -8%
VIA
1382
Vickerman Investment Advisors
Washington
$941K +$1.1M +5,669 New
HWMO
1383
Heritage Wealth Management (Ohio)
Ohio
$941K +$76.4K +393 +7%
IWA
1384
Icon Wealth Advisors
Texas
$939K -$118K -607 -10%
CAG
1385
Crestwood Advisors Group
Massachusetts
$930K +$154K +795 +17%
CAM
1386
CenterStar Asset Management
Illinois
$929K +$1.09M +5,596 New
MFP
1387
Meridian Financial Partners
Virginia
$928K +$1.09M +5,590 New
AAM
1388
Auxier Asset Management
Oregon
$927K +$19.4K +100 +2%
CFG
1389
Cooper Financial Group
California
$918K +$624K +3,209 +138%
CI
1390
Cherokee Insurance
Michigan
$915K – – –
ST
1391
Smithfield Trust
Pennsylvania
$914K -$9.72K -50 -0.9%
FG
1392
Foster Group
Iowa
$912K +$183K +941 +21%
HFS
1393
Howard Financial Services
Texas
$911K -$92.9K -478 -8%
WANY
1394
Wealthspire Advisors (New York)
New York
$910K -$20.2K -104 -2%
CIAM
1395
Caitong International Asset Management
Hong Kong
$910K +$886K +4,560 +494%
NS
1396
NBC Securities
Alabama
$909K +$1.06M +5,473 +109,460%
FFA
1397
Founders Financial Alliance
North Carolina
$908K +$51.9K +267 +5%
GGHC
1398
Gilder Gagnon Howe & Co
New York
$905K -$389 -2 -0%
FPWM
1399
FSB Premier Wealth Management
Iowa
$905K +$74.6K +384 +8%
TCA
1400
Transcend Capital Advisors
New Jersey
$904K +$36.7K +189 +4%