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Name Holding Trade Value Shares
Change
Change in
Stake
AA
776
Armis Advisers
Georgia
$864K -$230 -2 -0%
GI
777
Gradient Investments
Minnesota
$845K +$1.61K +14 +0.2%
MA
778
MW Advisory
Georgia
$843K +$828K +7,192 New
FCP
779
Fidelis Capital Partners
Florida
$841K +$11.4K +99 +1%
IIM
780
Ipswich Investment Management
Massachusetts
$840K – – –
KP
781
Keel Point
Alabama
$835K +$7.37K +64 +0.9%
AFG
782
Allegheny Financial Group
Pennsylvania
$834K -$1.24M -10,804 -60%
NHT
783
New Hampshire Trust
New Hampshire
$830K +$5.07K +44 +0.6%
MMG
784
Monetary Management Group
Missouri
$827K – – –
EWM
785
Echo Wealth Management
Minnesota
$824K – – –
EB
786
Eastern Bank
Massachusetts
$823K – – –
PIM
787
Plato Investment Management
Australia
$822K – – –
FWM
788
ForthRight Wealth Management
Georgia
$819K – – –
CA
789
CoreCap Advisors
Michigan
$818K +$150K +1,302 +23%
CPWA
790
Cerro Pacific Wealth Advisors
California
$815K -$921 -8 -0.1%
PCA
791
Prosperity Capital Advisors
Ohio
$812K +$1.73K +15 +0.2%
ATPW
792
Ashton Thomas Private Wealth
Arizona
$806K +$13.9K +121 +2%
LOAMS
793
Lombard Odier Asset Management (Switzerland)
Switzerland
$801K – – –
TCBWMS
794
Texas Capital Bank Wealth Management Services
Texas
$801K +$9.79K +85 +1%
DAC
795
Dividend Assets Capital
South Carolina
$800K – – –
BHCM
796
Brevan Howard Capital Management
Jersey
$796K +$77.6K +674 +11%
EP
797
Edgestream Partners
New Jersey
$790K +$473K +4,112 +157%
MC
798
Moors & Cabot
Massachusetts
$787K -$15.1K -131 -2%
SAM
799
Secure Asset Management
Michigan
$785K +$12.8K +111 +2%
PWP
800
Phillips Wealth Planners
Mississippi
$782K – – –