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Name Holding Trade Value Shares
Change
Change in
Stake
IC
951
Iconiq Capital
California
$527K -$12.5K -119 -2%
RMP
952
Richards, Merrill & Peterson
Washington
$523K -$63.1K -601 -11%
CI
953
Cigna Investments
Connecticut
$523K -$60.4K -575 -10%
BG
954
Bollard Group
Massachusetts
$522K +$18.9K +180 +4%
SG
955
StoneX Group
New York
$522K +$71.6K +681 +16%
BAM
956
Belpointe Asset Management
Nevada
$522K -$841 -8 -0.2%
HWMO
957
Heritage Wealth Management (Ohio)
Ohio
$519K -$55.2K -525 -10%
SW
958
Simplicity Wealth
New Jersey
$518K +$300K +2,859 +139%
GLA
959
Great Lakes Advisors
Illinois
$516K +$736 +7 +0.1%
CWM
960
Chesapeake Wealth Management
Virginia
$513K -$6.3K -60 -1%
AP
961
Appleton Partners
Massachusetts
$513K -$10.5K -100 -2%
ACM
962
Allred Capital Management
Texas
$512K +$1.68K +16 +0.3%
FHA
963
First Horizon Advisors
Tennessee
$509K -$5.25K -50 -1%
PNC
964
Park National Corp
Ohio
$509K -$20.5K -195 -4%
BFIM
965
Beese Fulmer Investment Management
Ohio
$507K +$120K +1,140 +31%
ECA
966
Elevated Capital Advisors
Utah
$503K – – –
AA
967
Armis Advisers
Georgia
$502K +$30.4K +289 +6%
KAS
968
KPP Advisory Services
Kentucky
$501K – – –
SIA
969
SeaBridge Investment Advisors
New Jersey
$501K – – –
EWA
970
EverSource Wealth Advisors
Alabama
$501K +$148K +1,411 +42%
SWM
971
SeaCrest Wealth Management
New York
$500K -$4.2K -40 -0.8%
CT
972
Caldwell Trust
Florida
$500K – – –
IAIM
973
International Assets Investment Management
Florida
$498K -$77.9K -741 -14%
BCMLT
974
Beacon Capital Management LLC (Tennessee)
Tennessee
$496K +$15.9K +151 +3%
MCM
975
MV Capital Management
Maryland
$492K +$105 +1 +0%