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Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1251
Massachusetts Financial Services
Massachusetts
$878K
DA
1252
Doliver Advisors
Texas
$876K +$160K +694 +20%
ACM
1253
Allred Capital Management
Texas
$875K -$92.8K -403 -9%
HI
1254
Humankind Investments
New York
$875K +$271K +1,177 +40%
APG
1255
Abacus Planning Group
South Carolina
$874K -$33.1K -144 -3%
BOPW
1256
Brandywine Oak Private Wealth
Pennsylvania
$874K -$8.75K -38 -0.9%
HWA
1257
Heritage Wealth Advisors
Virginia
$872K
MMHP
1258
Murphy Middleton Hinkle & Parker
Georgia
$869K -$921 -4 -0.1%
CFD
1259
Creative Financial Designs
Indiana
$869K +$417K +1,810 +79%
JAG
1260
Journey Advisory Group
Kentucky
$868K +$251K +1,089 +36%
BBA
1261
BLB&B Advisors
Pennsylvania
$863K +$160K +695 +21%
DP
1262
Dearborn Partners
Illinois
$862K +$38.4K +167 +4%
PAMG
1263
Patton Albertson Miller Group
Tennessee
$857K -$25.3K -110 -3%
BS
1264
Bessemer Securities
New York
$852K -$201K -875 -18%
RM
1265
Resource Management
Louisiana
$852K +$460 +2 +0%
MCM
1266
Maryland Capital Management
Maryland
$852K +$7.83K +34 +0.9%
TCWM
1267
Total Clarity Wealth Management
Illinois
$850K +$23K +100 +3%
AT
1268
Arden Trust
Delaware
$849K -$796K -3,457 -46%
SG
1269
StoneX Group
New York
$844K -$35.2K -153 -4%
BHWM
1270
Bar Harbor Wealth Management
New Hampshire
$839K -$70K -304 -7%
JWCA
1271
J.W. Cole Advisors
Florida
$839K +$41K +178 +5%
PP
1272
Patten & Patten
Tennessee
$837K -$145K -632 -14%
SBIA
1273
Sheaff Brock Investment Advisors
Indiana
$831K -$12.4K -54 -1%
WDG
1274
Wealth Dimensions Group
Ohio
$831K +$1.84K +8 +0.2%
EPWM
1275
Essex Private Wealth Management
Massachusetts
$823K -$9.67K -42 -1%