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Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
951
Robertson Stephens Wealth Management
California
$950K +$203K +1,221 +29%
1SB
952
1ST Source Bank
Indiana
$947K -$230K -1,383 -20%
TAM
953
Trust Asset Management
Texas
$947K
NL
954
Navalign LLC
California
$945K +$66.6K +400 +8%
WBC
955
Westpac Banking Corp
Australia
$941K -$3.91M -23,477 -81%
HWMA
956
Heritage Wealth Management (Arizona)
Arizona
$934K +$354K +2,128 +65%
HFO
957
Heritage Family Offices
Arizona
$934K +$897K +5,388 New
EWM
958
EPG Wealth Management
Georgia
$922K -$845K -5,075 Closed
KCM
959
Kathmere Capital Management
Pennsylvania
$922K +$193K +1,162 +28%
ACMA
960
Arbor Capital Management (Alaska)
Alaska
$921K -$20.1K -121 -2%
IAS
961
Insigneo Advisory Services
Florida
$917K +$126K +756 +17%
OWMIAS
962
One Wealth Management Investment & Advisory Services
Florida
$915K +$16.3K +98 +2%
LJHT
963
Laurie J. Hall Trustee
$914K
SAM
964
Sompo Asset Management
Japan
$910K -$21.6K -130 -2%
WCA
965
Waypoint Capital Advisors
Minnesota
$909K +$7.49K +45 +0.9%
QWM
966
Quadcap Wealth Management
Texas
$906K -$9.32K -56 -1%
CIP
967
Capital Insight Partners
Arizona
$903K +$17.5K +105 +2%
CF
968
Copperwynd Financial
Arizona
$901K +$210K +1,263 +34%
AFG
969
Atomi Financial Group
New York
$899K +$267K +1,603 +45%
CDH
970
Charles D. Hyman
$899K
WANY
971
Wealthspire Advisors (New York)
New York
$897K +$139K +834 +19%
MFC
972
Mechanics Financial Corp
Ohio
$894K +$1.17K +7 +0.1%
SA
973
SpiderRock Advisors
Delaware
$892K +$497K +2,989 +139%
CCB
974
Country Club Bank
Missouri
$888K -$27.5K -165 -3%
I
975
InceptionR
California
$886K +$333K +2,001 +64%