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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
926
GHP Investment Advisors
Colorado
$561K
AP
927
Adero Partners
California
$561K -$105K -986 -16%
CG
928
Curat Global
New Hampshire
$559K +$533K +5,028 New
PNC
929
Park National Corp
Ohio
$558K +$2.97K +28 +0.6%
VFM
930
Vision Financial Markets
Connecticut
$556K -$42.4K -400 -7%
SSA
931
Sierra Summit Advisors
Nevada
$556K
AP
932
Appleton Partners
Massachusetts
$552K +$526K +4,963 New
BAM
933
Belpointe Asset Management
Nevada
$551K +$526K +4,955 New
CWM
934
Chesapeake Wealth Management
Virginia
$548K -$25.5K -240 -5%
AIM
935
Alhambra Investment Management
Florida
$548K -$93.9K -885 -15%
SQA
936
Simon Quick Advisors
New Jersey
$544K +$34.2K +322 +7%
GLA
937
Great Lakes Advisors
Illinois
$543K -$7.35M -69,318 -93%
FHA
938
First Horizon Advisors
Tennessee
$543K -$18.2K -172 -3%
AWM
939
Aprio Wealth Management
Georgia
$542K +$75.7K +714 +17%
CT
940
Colonial Trust
South Carolina
$542K -$38.8K -366 -7%
ACM
941
Allred Capital Management
Texas
$538K +$1.8K +17 +0.4%
TPCW
942
TD Private Client Wealth
New York
$537K -$238K -2,240 -32%
MYIA
943
Mount Yale Investment Advisors
Colorado
$537K -$8.59K -81 -2%
CGL
944
Clarius Group LLC
Washington
$532K -$3.29K -31 -0.6%
SWM
945
SeaCrest Wealth Management
New York
$532K -$26.3K -248 -5%
BG
946
Bollard Group
Massachusetts
$531K +$2.44K +23 +0.5%
KAS
947
KPP Advisory Services
Kentucky
$529K +$504K +4,755 New
SIA
948
SeaBridge Investment Advisors
New Jersey
$528K
PAW
949
Plan A Wealth
Nebraska
$528K +$530 +5 +0.1%
CT
950
Caldwell Trust
Florida
$527K