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Name Holding Trade Value Shares
Change
Change in
Stake
MA
1251
MONECO Advisors
Connecticut
$2.3M +$52.7K +92 +2%
OM
1252
OV Management
Minnesota
$2.3M
FAM
1253
Formidable Asset Management
Ohio
$2.29M +$581K +1,014 +29%
FFO
1254
Fiduciary Family Office
Florida
$2.28M +$57.9K +101 +2%
PWCM
1255
Processus Wealth & Capital Management
Tennessee
$2.28M +$320K +559 +14%
GCM
1256
Geneva Capital Management
Wisconsin
$2.27M -$1.01M -1,764 -28%
WP
1257
WealthPLAN Partners
Nebraska
$2.27M -$134K -233 -5%
KC
1258
Kadensa Capital
Hong Kong
$2.27M +$2.57M +4,490 New
TFS
1259
Thoroughbred Financial Services
Tennessee
$2.26M -$503K -878 -16%
CTA
1260
Colonial Trust Advisors
South Carolina
$2.26M +$228K +398 +10%
SCM
1261
Sandler Capital Management
New York
$2.26M +$2.57M +4,480 New
HFM
1262
Hartford Financial Management
Connecticut
$2.26M
CIC
1263
Cornercap Investment Counsel
Georgia
$2.25M -$13.2K -23 -0.5%
MGWM
1264
Marks Group Wealth Management
Minnesota
$2.25M -$2.21M -3,863 -46%
AG
1265
AlTi Global
New York
$2.24M +$350K +611 +16%
SI
1266
Scharf Investments
California
$2.24M +$107K +187 +4%
IWM
1267
IHT Wealth Management
Illinois
$2.24M -$107K -186 -4%
QIM
1268
Quantitative Investment Management
Virginia
$2.24M -$5.06M -8,832 -67%
CL
1269
Choreo LLC
Illinois
$2.24M +$113K +197 +5%
KWA
1270
Kingswood Wealth Advisors
California
$2.23M -$541K -943 -18%
BSB
1271
Bangor Savings Bank
Maine
$2.23M +$13.8K +24 +0.5%
LSAG
1272
Lake Street Advisors Group
New Hampshire
$2.22M -$1.12M -1,960 -31%
AGAM
1273
Audent Global Asset Management
California
$2.21M +$816K +1,423 +48%
CWM
1274
Cabot Wealth Management
Massachusetts
$2.2M -$26.4K -46 -1%
NPP
1275
New Potomac Partners
Maryland
$2.2M -$51.6K -90 -2%