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Name Holding Trade Value Shares
Change
Change in
Stake
MP
926
McDonald Partners
Ohio
$551K -$479K -4,345 -47%
BG
927
Bollard Group
Massachusetts
$551K +$2.64K +24 +0.5%
IAS
928
Investment Advisory Services
Texas
$550K -$5.51K -50 -1%
SPWG
929
Sage Private Wealth Group
Illinois
$549K +$16.3K +148 +3%
FTC
930
Farmers Trust Company
Ohio
$549K – – –
EFS
931
Essex Financial Services
Connecticut
$548K +$110 +1 +0%
Belpointe Asset Management
932
Belpointe Asset Management
Nevada
$543K -$2.75K -25 -0.5%
ACM
933
Allred Capital Management
Texas
$542K +$110 +1 +0%
SS
934
Sunbelt Securities
Texas
$542K -$771 -7 -0.1%
HWMO
935
Heritage Wealth Management (Ohio)
Ohio
$541K -$1.65K -15 -0.3%
Profund Advisors
936
Profund Advisors
Maryland
$541K -$160K -1,450 -23%
Great Lakes Advisors
937
Great Lakes Advisors
Illinois
$537K +$48.6K +441 +10%
GSEP
938
Golden State Equity Partners
California
$536K +$85.9K +780 +19%
AP
939
Appleton Partners
Massachusetts
$536K – – –
Journey Strategic Wealth
940
Journey Strategic Wealth
New Jersey
$536K +$50.9K +462 +11%
Avantax Planning Partners
941
Avantax Planning Partners
Iowa
$532K – – –
RWM
942
Revisor Wealth Management
Ohio
$529K +$15.1K +137 +3%
CT
943
Colonial Trust
South Carolina
$529K -$157K -1,422 -23%
BCMLT
944
Beacon Capital Management LLC (Tennessee)
Tennessee
$528K +$330 +3 +0.1%
EI
945
Ellevest Inc
New York
$525K -$52.2K -474 -9%
KAS
946
KPP Advisory Services
Kentucky
$524K – – –
CI
947
Cigna Investments
Connecticut
$524K -$6.94K -63 -1%
SIA
948
SeaBridge Investment Advisors
New Jersey
$524K – – –
CIAS
949
Capital Investment Advisory Services
North Carolina
$523K +$57K +517 +12%
CWA
950
CJM Wealth Advisers
Virginia
$522K +$522K +4,735 New