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Name Holding Trade Value Shares
Change
Change in
Stake
MTC
1401
McDaniel Terry & Co
Texas
$1.21M -$10.9K -119 -0.9%
RGF
1402
Retirement Guys Formula
Ohio
$1.2M +$211K +2,310 +21%
AP
1403
Appleton Partners
Massachusetts
$1.2M -$56.9K -623 -5%
HWMO
1404
Heritage Wealth Management (Ohio)
Ohio
$1.2M -$139K -1,521 -10%
MSFS
1405
Main Street Financial Solutions
Pennsylvania
$1.19M +$197K +2,157 +20%
AIM
1406
Advyzon Investment Management
Illinois
$1.19M +$193K +2,113 +19%
AIM
1407
Avity Investment Management
Connecticut
$1.18M -$160K -1,753 -12%
BCM
1408
BluePath Capital Management
Georgia
$1.18M +$116K +1,269 +11%
MSCM
1409
McElhenny Sheffield Capital Management
Texas
$1.18M +$38.7K +424 +3%
IAS
1410
Insigneo Advisory Services
Florida
$1.18M +$93.4K +1,023 +9%
CA
1411
CSM Advisors
Pennsylvania
$1.17M -$102K -1,114 -8%
HWAM
1412
Hennion & Walsh Asset Management
New Jersey
$1.17M -$1.64K -18 -0.1%
WCM
1413
Weaver Capital Management
Georgia
$1.17M – – –
MDA
1414
Minot DeBlois Advisors
Massachusetts
$1.17M +$56.6K +620 +5%
CCM
1415
Cohen Capital Management
California
$1.17M – – –
MA
1416
Modus Advisors
Minnesota
$1.17M +$26.3K +288 +2%
EHWM
1417
Eads & Heald Wealth Management
Georgia
$1.16M -$119K -1,302 -9%
PHIMC
1418
Private Harbour Investment Management & Counsel
Ohio
$1.16M +$2.65K +29 +0.2%
BHBT
1419
Burke & Herbert Bank & Trust
Virginia
$1.16M -$136K -1,491 -10%
EFG
1420
Everhart Financial Group
Ohio
$1.16M -$102K -1,115 -8%
BHB
1421
Bank Hapoalim BM
Israel
$1.16M +$520K +5,699 +81%
DW30
1422
Drucker Wealth 3.0
New Jersey
$1.16M +$93K +1,019 +9%
CCA
1423
Checchi Capital Advisers
California
$1.16M -$190K -2,087 -14%
SPWG
1424
Syntegra Private Wealth Group
Missouri
$1.16M -$91 -1 -0%
SFA
1425
Souders Financial Advisors
Ohio
$1.15M -$232K -2,544 -17%