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Name Holding Trade Value Shares
Change
Change in
Stake
NL
1251
NWAM LLC
Washington
$765K -$88.3K -460 -10%
APG
1252
Abacus Planning Group
South Carolina
$765K +$2.3K +12 +0.3%
VEA
1253
Virtus ETF Advisers
New York
$762K -$126K -658 -14%
MWM
1254
Mascoma Wealth Management
New Hampshire
$762K +$48K +250 +7%
ODCM
1255
Old Dominion Capital Management
Virginia
$762K +$100K +521 +15%
IA
1256
IFP Advisors
Florida
$757K +$744K +3,877 New
FMWA
1257
Forvis Mazars Wealth Advisors
Missouri
$746K +$35.3K +184 +5%
BCM
1258
Bourgeon Capital Management
Connecticut
$744K
BFA
1259
Beaumont Financial Advisors
Massachusetts
$744K +$737K +3,842 New
WB
1260
Webster Bank
Connecticut
$739K -$12.9K -67 -2%
FM
1261
Family Management
New York
$735K +$152K +794 +26%
PGAM
1262
Princeton Global Asset Management
New Jersey
$734K +$132K +690 +22%
KLWA
1263
Kelly Lawrence W & Associates
California
$728K
LTI
1264
Laffer Tengler Investments
Tennessee
$726K -$3.84K -20 -0.5%
CPA
1265
Court Place Advisors
Maryland
$720K -$28.8K -150 -4%
QI
1266
Qtron Investments
Massachusetts
$719K
BBI
1267
Baxter Bros Inc
Connecticut
$718K -$30.7K -160 -4%
DI
1268
Diligent Investors
California
$718K +$768 +4 +0.1%
SAM
1269
Security Asset Management
New York
$716K
RWM
1270
Ritholtz Wealth Management
New York
$716K +$6.72K +35 +1%
CWM
1271
Calamos Wealth Management
Illinois
$716K +$419K +2,181 +143%
CDH
1272
Charles D. Hyman
$714K -$4.22K -22 -0.6%
IIC
1273
Integrated Investment Consultants
Michigan
$713K
WPC
1274
Waters Parkerson & Co
Louisiana
$712K -$30.7K -160 -4%
MPIA
1275
Mountain Pacific Investment Advisers
Idaho
$710K