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Name Holding Trade Value Shares
Change
Change in
Stake
PC
1526
Permanens Capital
New York
$711K
SAG
1527
SageView Advisory Group
California
$708K +$4.45K +23 +0.6%
KWMG
1528
King Wealth Management Group
Florida
$708K +$5.22K +27 +0.8%
PFPT
1529
Pinnacle Financial Partners (Tennessee)
Tennessee
$706K +$82.8K +428 +14%
EB
1530
Eastern Bank
Massachusetts
$706K
WA
1531
Wealth Architects
California
$701K -$49.2K -254 -7%
CCG
1532
Catalina Capital Group
California
$701K +$968 +5 +0.1%
CAM
1533
Cidel Asset Management
Ontario, Canada
$700K -$57.1K -295 -8%
SIMG
1534
Stephens Investment Management Group
Texas
$700K
IIC
1535
Ironwood Investment Counsel
Arizona
$700K +$16.4K +85 +2%
WT
1536
Washington Trust
Rhode Island
$699K +$13.5K +70 +2%
MA
1537
Modus Advisors
Minnesota
$698K +$27.9K +144 +4%
CWM
1538
Challenger Wealth Management
California
$698K +$684K +3,533 New
PWM
1539
Pines Wealth Management
North Carolina
$697K +$647K +3,343 New
CFO
1540
CVA Family Office
Colorado
$696K +$38.7K +200 +6%
MC
1541
Matisse Capital
Oregon
$696K
ESB
1542
Essex Savings Bank
Connecticut
$694K -$31K -160 -4%
CTC
1543
Cetera Trust Company
Minnesota
$692K -$53.2K -275 -7%
RA
1544
Riversedge Advisors
Delaware
$691K +$126K +650 +23%
BA
1545
Bristlecone Advisors
Washington
$691K
KWAG
1546
Kiely Wealth Advisory Group
North Carolina
$686K
CPIG
1547
Chicago Partners Investment Group
Illinois
$685K +$51.7K +267 +9%
SI
1548
Severin Investments
Missouri
$683K +$669K +3,457 New
AG
1549
AlTi Global
New York
$681K +$313K +1,616 +91%
HCM
1550
Hollencrest Capital Management
California
$674K -$1.94K -10 -0.3%