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Name Holding Trade Value Shares
Change
Change in
Stake
4WM
776
44 Wealth Management
Oregon
$326K +$323K +2,430 New
Pine Valley Investments
777
Pine Valley Investments
New Jersey
$326K – – –
TCOV
778
Trust Company of Vermont
Vermont
$325K +$26.6K +200 +9%
WCM
779
Windward Capital Management
California
$325K -$1.73K -13 -0.6%
GCA
780
Gradient Capital Advisors
California
$325K – – –
Farther Finance Advisors
781
Farther Finance Advisors
California
$325K +$46.9K +353 +18%
Signature Estate & Investment Advisors
782
Signature Estate & Investment Advisors
California
$323K +$8.64K +65 +3%
LCM
783
LVM Capital Management
Michigan
$323K – – –
FMN
784
Financial Management Network
California
$322K – – –
MIM
785
Marco Investment Management
Georgia
$321K – – –
Destination Wealth Management
786
Destination Wealth Management
California
$318K – – –
CAM
787
Cozad Asset Management
Illinois
$318K +$931 +7 +0.3%
BDF
788
Black Diamond Financial
Maryland
$318K – – –
SWM
789
SeaCrest Wealth Management
New York
$317K -$3.59K -27 -1%
Plancorp LLC
790
Plancorp LLC
Missouri
$315K +$3.46K +26 +1%
BMC
791
Beaton Management Company
Massachusetts
$310K – – –
WCM
792
WealthBridge Capital Management
Ohio
$310K +$19K +143 +7%
RFG Advisory
793
RFG Advisory
Alabama
$309K -$19.9K -150 -6%
OWM
794
OneAscent Wealth Management
Alabama
$309K +$294K +2,215 New
Crestwood Advisors Group
795
Crestwood Advisors Group
Massachusetts
$307K +$20.7K +156 +8%
EWA
796
Elevate Wealth Advisory
Georgia
$306K – – –
FFBTD
797
First Financial Bank - Trust Division
Ohio
$306K +$1.99K +15 +0.7%
TNA
798
True North Advisors
Texas
$305K – – –
JWM
799
JGP Wealth Management
Oregon
$305K +$399 +3 +0.1%
PIP
800
Peachtree Investment Partners
Florida
$303K -$30.2K -227 -9%