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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1301
Bar Harbor Wealth Management
New Hampshire
$233K -$6.33K -55 -3%
PPWM
1302
Perissos Private Wealth Management
Oklahoma
$233K
PCP
1303
Proficio Capital Partners
Massachusetts
$232K +$228K +1,979 New
ML
1304
McAdam LLC
Pennsylvania
$232K -$45.7K -397 -17%
DP
1305
Dearborn Partners
Illinois
$230K +$921 +8 +0.4%
PGAM
1306
Princeton Global Asset Management
New Jersey
$228K
LI
1307
LMCG Investments
Massachusetts
$228K
MHC
1308
May Hill Capital
Massachusetts
$228K +$224K +1,944 New
DF
1309
Dedeker Financial
Minnesota
$227K
SPC
1310
Spirepoint Private Client
Florida
$226K -$9.79K -85 -4%
Los Angeles Capital Management
1311
Los Angeles Capital Management
California
$226K -$29.8K -259 -12%
Federated Hermes
1312
Federated Hermes
Pennsylvania
$225K -$11.6M -100,552 -98%
TWA
1313
TCI Wealth Advisors
Arizona
$225K -$230 -2 -0.1%
TWC
1314
TD Waterhouse Canada
Ontario, Canada
$225K
TAM
1315
Titleist Asset Management
Texas
$225K -$23.5K -204 -10%
LWM
1316
Laidlaw Wealth Management
New York
$224K +$1.15K +10 +0.5%
HWA
1317
Heartwood Wealth Advisors
Virginia
$223K
AFP
1318
Ausdal Financial Partners
Iowa
$223K -$4.83K -42 -2%
MWM
1319
Moran Wealth Management
Florida
$223K -$21.5M -186,402 -99%
LA
1320
LVW Advisors
New York
$223K -$26.1K -227 -11%
EW
1321
Expressive Wealth
Illinois
$223K
BL
1322
Balentine LLC
Georgia
$223K +$219K +1,900 New
SL
1323
Summitry LLC
California
$223K -$184K -1,596 -46%
RC
1324
Rahlfs Capital
Texas
$222K
CWM
1325
Circle Wealth Management
New Jersey
$222K