Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1926
Kolinsky Wealth Management
New Jersey
$693K +$630K +4,923 New
CWM
1927
Cahaba Wealth Management
Georgia
$691K +$70K +547 +13%
MCM
1928
Marathon Capital Management
Maryland
$687K -$95.4K -745 -13%
CB
1929
Cadence Bank
Mississippi
$687K -$2.05K -16 -0.3%
VC
1930
Veracity Capital
Georgia
$686K -$1.28K -10 -0.2%
DS
1931
DRW Securities
Illinois
$685K +$623K +4,869 New
EIP
1932
Ellis Investment Partners
Pennsylvania
$684K +$768 +6 +0.1%
LSA
1933
Leonteq Securities AG
Switzerland
$680K +$618K +4,829 New
EFM
1934
E Fund Management
China
$679K -$8.7K -68 -1%
DIM
1935
Delta Investment Management
California
$679K +$128 +1 +0%
WH
1936
Willner & Heller
California
$679K +$736K +5,748 New
BWP
1937
Baldwin Wealth Partners
Massachusetts
$678K +$58.2K +455 +10%
CT
1938
Columbia Trust
Oregon
$677K – – –
BFA
1939
BMS Financial Advisors
South Dakota
$677K +$615K +4,808 New
CYG
1940
Clean Yield Group
Vermont
$676K -$80.1K -626 -12%
PHAM
1941
Palisades Hudson Asset Management
Florida
$675K +$5.12K +40 +0.8%
TC
1942
Titleist Capital
Texas
$675K +$613K +4,793 New
NF
1943
Nikulski Financial
Iowa
$674K -$768 -6 -0.1%
FA
1944
Financial Advisors
Massachusetts
$673K -$5.38K -42 -0.9%
CS
1945
Cannell & Spears
New York
$672K +$162K +1,265 +36%
OTPPB
1946
Ontario Teachers' Pension Plan Board
Ontario, Canada
$669K +$360K +2,814 +145%
CWM
1947
Circle Wealth Management
New Jersey
$666K +$46.3K +362 +8%
WPA
1948
Winning Points Advisors
Florida
$666K +$147K +1,150 +17%
D
1949
Diversified
Delaware
$665K +$1.02K +8 +0.2%
AIM
1950
Alhambra Investment Management
Florida
$664K -$53.8K -420 -8%