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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
676
Wealthspire Advisors (New York)
New York
$1.21M -$30.9K -294 -3%
ACM
677
Advisors Capital Management
New Jersey
$1.21M +$13.7K +130 +1%
CCP
678
Cushing Capital Partners
Wisconsin
$1.2M -$23.3K -222 -2%
CA
679
Carson Advisory
Georgia
$1.2M -$83.4K -794 -7%
FFM
680
Forum Financial Management
Illinois
$1.2M +$151K +1,440 +16%
ACM
681
Aurdan Capital Management
Pennsylvania
$1.18M
WHCI
682
W.H. Cornerstone Investments
Massachusetts
$1.18M +$1.89K +18 +0.2%
ZIC
683
ZWJ Investment Counsel
Georgia
$1.18M +$7.88K +75 +0.7%
LPT
684
Legacy Private Trust
Wisconsin
$1.18M -$420 -4 -0%
PFA
685
Pure Financial Advisors
California
$1.17M +$44.9K +427 +4%
FPWM
686
FSB Premier Wealth Management
Iowa
$1.17M
WC
687
Westerkirk Capital
$1.16M
OBAM
688
ODDO BHF Asset Management
France
$1.16M
EMAM
689
Encompass More Asset Management
California
$1.15M
KWA
690
Kingswood Wealth Advisors
California
$1.15M +$182K +1,735 +20%
TI
691
Tidal Investments
Wisconsin
$1.15M -$151K -1,435 -12%
DFC
692
DB Fitzpatrick & Co
Idaho
$1.15M -$19.4K -185 -2%
EWA
693
Exencial Wealth Advisors
Oklahoma
$1.14M -$85.9K -818 -7%
SAM
694
Smithbridge Asset Management
Pennsylvania
$1.13M
GB
695
Goepper Burkhardt
South Carolina
$1.12M
VI
696
Vestcor Inc
New Brunswick, Canada
$1.12M -$114K -1,090 -10%
QI
697
QV Investors
Alberta, Canada
$1.12M -$1.05M -10,000 -50%
BFA
698
Bragg Financial Advisors
North Carolina
$1.12M -$50.4K -480 -5%
FWP
699
Firethorn Wealth Partners
Georgia
$1.12M +$11.3K +108 +1%
CAM
700
Covenant Asset Management
New Jersey
$1.11M -$19.4K -185 -2%