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Name Holding Trade Value Shares
Change
Change in
Stake
IRP
601
Investment Research Partners
Pennsylvania
$930K -$5.64K -29 -0.6%
KIA
602
Knollwood Investment Advisory
Maryland
$924K
LIM
603
Leavell Investment Management
Alabama
$917K
AAS
604
Annex Advisory Services
Wisconsin
$917K +$4.86K +25 +0.6%
CB
605
Community Bank
New York
$911K
MCM
606
Manchester Capital Management
Vermont
$903K -$1.43M -7,343 -63%
AV
607
Alamea Verwaltungs
New Jersey
$897K +$779K +4,004 New
PAW
608
Plan A Wealth
Nebraska
$894K +$32.1K +165 +4%
HWM
609
Hohimer Wealth Management
Washington
$888K +$12.5K +64 +2%
Envestnet Portfolio Solutions
610
Envestnet Portfolio Solutions
Illinois
$885K +$99.6K +512 +13%
BP
611
Ballentine Partners
Massachusetts
$872K +$24.5K +126 +3%
SIG
612
Sargent Investment Group
Maryland
$869K +$823K +4,231 New
NEI
613
Northwest & Ethical Investments
Ontario, Canada
$863K -$4.75M -24,389 -85%
RCM
614
Requisite Capital Management
Texas
$855K +$404K +2,075 +99%
BAM
615
Belpointe Asset Management
Nevada
$852K +$808K +4,151 New
FCA
616
Fortis Capital Advisors
Kansas
$852K +$808K +4,151 New
BPA
617
Beacon Pointe Advisors
California
$849K +$113K +579 +16%
LRWA
618
Long Run Wealth Advisors
New York
$844K -$18.5K -95 -2%
Federated Hermes
619
Federated Hermes
Pennsylvania
$842K -$29.4K -151 -4%
EI
620
EFG International
$838K +$794K +4,080 New
MA
621
Mutual Advisors
Nebraska
$831K -$1.17K -6 -0.1%
HSA
622
HBK Sorce Advisory
Pennsylvania
$817K -$1.56K -8 -0.2%
WTC
623
WhitTier Trust Company
Nevada
$810K
KCP
624
Kera Capital Partners
California
$802K
PWG
625
Portside Wealth Group
Utah
$796K -$61.5K -316 -8%