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Name Holding Trade Value Shares
Change
Change in
Stake
BWG
1626
Beta Wealth Group
California
$512K +$14.7K +200 +3%
MFGM
1627
Marshall Financial Group (Maryland)
Maryland
$511K -$1.47M -19,986 -74%
HH
1628
Hilltop Holdings
Texas
$509K -$108K -1,472 -17%
CWM
1629
Circle Wealth Management
New Jersey
$506K -$8.58K -117 -2%
LOAMU
1630
Lombard Odier Asset Management (USA)
New York
$505K -$208K -2,842 -29%
CIA
1631
Capital Investment Advisors
Georgia
$504K -$24.2K -330 -5%
BCG
1632
Breakwater Capital Group
New Jersey
$503K +$194K +2,641 +61%
MC
1633
Mirabaud & Cie
Switzerland
$502K +$180K +2,461 +55%
CCFM
1634
Clear Creek Financial Management
Washington
$502K -$67.8K -925 -12%
KWM
1635
Keebeck Wealth Management
Illinois
$502K +$110K +1,497 +27%
CCP
1636
Cane Capital Partners
Louisiana
$498K -$195K -2,657 -28%
PW
1637
PUREfi Wealth
Massachusetts
$498K +$127K +1,733 +34%
MFA
1638
Morling Financial Advisors
California
$497K +$513 +7 +0.1%
BTI
1639
Blue Trust Inc
Georgia
$497K -$12.4K -169 -2%
SOW
1640
State of Wyoming
Wyoming
$494K -$35.2K -480 -7%
Edgewood Management
1641
Edgewood Management
Connecticut
$491K
DP
1642
DDD Partners
Washington
$489K +$147K +2,000 +42%
TPI
1643
Trust Point Inc
Wisconsin
$488K +$2.27K +31 +0.5%
CIA
1644
Cape Investment Advisory
Georgia
$485K -$44.1K -602 -8%
BTD
1645
BankPlus Trust Department
Mississippi
$485K +$364K +4,958 +282%
YWS
1646
Yarger Wealth Strategies
Ohio
$484K +$6.67K +91 +1%
SBFM
1647
S-Bank Fund Management
Finland
$484K +$492K +6,705 New
SDWMA
1648
Schneider Downs Wealth Management Advisors
Pennsylvania
$482K -$85.4K -1,165 -15%
SFG
1649
Synergy Financial Group
California
$481K -$14.9K -203 -3%
LIM
1650
Letson Investment Management
Georgia
$481K