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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1126
Carret Asset Management
New York
$1.16M +$32.8K +150 +3%
CPA
1127
Clear Perspective Advisors
Illinois
$1.16M -$60.3K -276 -5%
KOCAA
1128
Knights of Columbus Asset Advisors
Connecticut
$1.16M -$176K -804 -12%
TW
1129
TrinityPoint Wealth
Connecticut
$1.16M +$87.4K +400 +8%
GVAG
1130
Great Valley Advisor Group
Delaware
$1.15M -$9.39K -43 -0.8%
LOIM
1131
Liberty One Investment Management
Illinois
$1.15M +$1.75K +8 +0.1%
HFA
1132
Hoover Financial Advisors
Pennsylvania
$1.15M
FFS
1133
Founders Financial Securities
Maryland
$1.15M +$29.9K +137 +2%
HWA
1134
HCR Wealth Advisors
California
$1.15M -$87.2K -399 -7%
MC
1135
Martin & Co
Tennessee
$1.15M +$17.9K +82 +1%
AWM
1136
Aevitas Wealth Management
Massachusetts
$1.15M -$21.8K -100 -2%
AWM
1137
Altavista Wealth Management
North Carolina
$1.14M -$10.3K -47 -0.8%
BCM
1138
Breiter Capital Management
Florida
$1.14M -$69.9K -320 -5%
CFG
1139
Cooper Financial Group
California
$1.14M +$98.9K +453 +9%
GC
1140
Gratus Capital
Georgia
$1.14M -$30.1K -138 -2%
BIA
1141
Biondo Investment Advisors
Pennsylvania
$1.14M -$8.08K -37 -0.7%
HI
1142
Horizon Investments
North Carolina
$1.14M +$30.1K +138 +3%
BAM
1143
Belpointe Asset Management
Nevada
$1.13M -$460K -2,105 -27%
VAS
1144
Vestmark Advisory Solutions
Massachusetts
$1.13M +$1.22M +5,568 New
VLKIM
1145
Van Lanschot Kempen Investment Management
Netherlands
$1.12M +$12.2K +56 +1%
PFO
1146
Pathstone Family Office
New Jersey
$1.12M +$190K +871 +19%
TCOK
1147
Trust Company of Kansas
Kansas
$1.12M
PAMG
1148
Patton Albertson Miller Group
Tennessee
$1.11M -$9.17K -42 -0.8%
BP
1149
Ballentine Partners
Massachusetts
$1.11M +$874 +4 +0.1%
EWM
1150
Empirical Wealth Management
Washington
$1.11M +$16.2K +74 +1%