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Name Holding Trade Value Shares
Change
Change in
Stake
JIR
1301
James Investment Research
Ohio
$911K +$57.2K +236 +6%
RSWM
1302
Robertson Stephens Wealth Management
California
$907K -$29.3K -121 -3%
CAM
1303
Close Asset Management
United Kingdom
$906K
HWP
1304
Highline Wealth Partners
California
$903K +$971K +4,005 New
KMWM
1305
Keudell/Morrison Wealth Management
Oregon
$902K +$104K +427 +12%
BOPW
1306
Brandywine Oak Private Wealth
Pennsylvania
$899K +$1.7K +7 +0.2%
LFA
1307
Legacy Financial Advisors
Kentucky
$898K +$11.2K +46 +1%
MMHP
1308
Murphy Middleton Hinkle & Parker
Georgia
$896K -$26.7K -110 -3%
NPA
1309
Nichols & Pratt Advisers
Massachusetts
$896K -$24.2K -100 -2%
HWA
1310
Heritage Wealth Advisors
Virginia
$889K -$30.8K -127 -3%
TNB
1311
Thomasville National Bank
Georgia
$889K -$6.06K -25 -0.6%
MC
1312
Mathes Company
New York
$889K -$2.91K -12 -0.3%
AFC
1313
AFT Forsyth & Company
Florida
$877K +$1.45K +6 +0.2%
RWP
1314
RWA Wealth Partners
Massachusetts
$876K -$68.6K -283 -7%
WDG
1315
Wealth Dimensions Group
Ohio
$872K +$7.27K +30 +0.8%
RPC
1316
Rossmore Private Capital
Connecticut
$872K +$58.9K +243 +7%
CT
1317
Cambridge Trust
Massachusetts
$871K -$6.54K -27 -0.7%
RMC
1318
Resources Management Corp
Connecticut
$871K +$21.8K +90 +2%
VFO
1319
Virtus Family Office
Texas
$871K +$937K +3,865 New
RT
1320
Rockland Trust
Massachusetts
$870K -$71K -293 -7%
MKC
1321
M. Kraus & Co
Vermont
$868K +$50.4K +208 +6%
OA
1322
Oxbow Advisors
Texas
$868K +$120K +497 +15%
FFA
1323
Fairfield Financial Advisors
Massachusetts
$866K +$114K +469 +14%
GWMIA
1324
Global Wealth Management Investment Advisory
Florida
$865K +$42.4K +175 +5%
PPWP
1325
Proquility Private Wealth Partners
Nevada
$863K -$5.82K -24 -0.6%