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Name Holding Trade Value Shares
Change
Change in
Stake
AP
1276
Appleton Partners
Massachusetts
$416K -$89.3K -377 -16%
DWM
1277
Drive Wealth Management
Utah
$415K -$184K -777 -28%
NFG
1278
Northbridge Financial Group
Florida
$415K -$7.34K -31 -2%
SC
1279
Shearwater Capital
Colorado
$413K -$474 -2 -0.1%
AWM
1280
Aprio Wealth Management
Georgia
$412K +$7.34K +31 +2%
NL
1281
NVWM LLC
Pennsylvania
$412K +$474 +2 +0.1%
VFM
1282
Vision Financial Markets
Connecticut
$412K -$237 -1 -0%
1WA
1283
180 Wealth Advisors
Washington
$411K -$64.2K -271 -12%
MWM
1284
Mattern Wealth Management
Kansas
$410K +$474K +2,000 New
LAM
1285
LOM Asset Management
$409K -$77K -325 -14%
AW
1286
Alaethes Wealth
Nevada
$408K -$44.1K -186 -9%
PNC
1287
Park National Corp
Ohio
$408K -$129K -546 -22%
CPSAC
1288
Chas P. Smith & Associates (CPS)
Florida
$407K – – –
MMC
1289
Mizuho Markets Cayman
Cayman Islands
$406K +$470K +1,982 New
MCA
1290
Martin Capital Advisors
Texas
$406K -$4.26K -18 -0.9%
AWP
1291
Accretive Wealth Partners
New Jersey
$405K -$63.7K -269 -12%
MPI
1292
Mairs & Power Inc
Minnesota
$404K -$9.48K -40 -2%
TCWA
1293
Turtle Creek Wealth Advisors
Texas
$401K +$148K +626 +47%
LS
1294
Leelyn Smith
Illinois
$400K -$23.5K -99 -5%
GKWIM
1295
Gerber Kawasaki Wealth & Investment Management
California
$400K -$142K -600 -24%
AA
1296
Advisory Advocates
Michigan
$399K -$128K -540 -22%
BAM
1297
Byrne Asset Management
New Jersey
$399K -$62.8K -265 -12%
KFGK
1298
Keystone Financial Group (Kentucky)
Kentucky
$398K +$21.3K +90 +5%
CI
1299
Conning Inc
Connecticut
$398K -$13.3K -56 -3%
OCA
1300
OpenArc Corporate Advisory
Georgia
$398K +$71.5K +302 +18%